Institutional Ownership Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT). We have compiled data on the 999 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
44,069
shares
|
$5.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
43,400
shares
|
$5.23 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
43,325
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
42,736
shares
|
$5.15 Million
0.14% of portfolio
|
Q2 2020
Added 0.07%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
42,498
shares
|
$5.12 Million
0.31% of portfolio
|
Q3 2024
Added 123.58%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
42,387
shares
|
$5.11 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
41,852
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
41,833
shares
|
$5.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
41,544
shares
|
$5.01 Million
0.95% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
40,967
shares
|
$4.94 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
40,836
shares
|
$4.92 Million
0.85% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
40,725
shares
|
$4.91 Million
0.14% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
40,712
shares
|
$4.91 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
40,221
shares
|
$4.85 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
40,161
shares
|
$4.84 Million
3.28% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
39,897
shares
|
$4.81 Million
1.44% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
39,728
shares
|
$4.79 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
39,680
shares
|
$4.79 Million
0.76% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
39,575
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
39,380
shares
|
$4.75 Million
1.04% of portfolio
|
Q1 2023
Added 14.54%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
39,006
shares
|
$4.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
38,738
shares
|
$4.67 Million
2.71% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
38,444
shares
|
$4.64 Million
3.71% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
38,421
shares
|
$4.63 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
38,337
shares
|
$4.62 Million
2.8% of portfolio
|
Q3 2024
Added 34.33%
|