Purchases and Sales Made in Q1 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL WORLD STK INDEX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
12.6M+ 547.29% |
$1.27B - $1.39B
|
14.9M
$1.8B
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.33MNew |
$134M - $147M
|
1.33M
$160M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.03M+ 200.99% |
$104M - $114M
|
1.54M
$187M
|
|
|
May 07, 2024
Q1 2024
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
670K+ 34.21% |
$67.5M - $74.1M
|
2.63M
$318M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
545K+ 18.35% |
$54.8M - $60.2M
|
3.51M
$425M
|
|
|
May 14, 2024
Q1 2024
|
Madrone Advisors, LLC
Menlo Park, CA |
BUY
|
- |
534K+ 34.67% |
$53.8M - $59M
|
2.07M
$251M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
532KNew |
$53.6M - $58.8M
|
532K
$64.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
487KNew |
$49M - $53.8M
|
487K
$58.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
384K+ 1393.58% |
$38.6M - $42.4M
|
411K
$49.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
356K+ 292.4% |
$35.9M - $39.4M
|
478K
$57.9M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
345KNew |
$34.7M - $38.1M
|
345K
$41.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273K+ 248.42% |
$27.4M - $30.1M
|
382K
$46.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
237KNew |
$23.8M - $26.2M
|
237K
$28.7M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
221K+ 26.16% |
$22.3M - $24.4M
|
1.07M
$129M
|
|
|
May 02, 2024
Q1 2024
|
Rainwater Charitable Foundation
|
BUY
|
- |
220KNew |
$22.2M - $24.4M
|
220K
$26.7M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
200KNew |
$20.1M - $22.1M
|
200K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
200K+ 12.32% |
$20.1M - $22.1M
|
1.82M
$220M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
176KNew |
$17.8M - $19.5M
|
176K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
125K+ 1280.71% |
$12.6M - $13.8M
|
135K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
99.1KNew |
$9.98M - $11M
|
99.1K
$12M
|
|
|
May 02, 2024
Q1 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
91.6KNew |
$9.22M - $10.1M
|
91.6K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
91.1K+ 116.12% |
$9.17M - $10.1M
|
169K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
89.7K+ 69.21% |
$9.03M - $9.92M
|
219K
$26.6M
|
|
|
May 14, 2024
Q1 2024
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
79.6K+ 75.11% |
$8.01M - $8.79M
|
185K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73.8K+ 19.64% |
$7.43M - $8.15M
|
450K
$54.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72K+ 33980.66% |
$7.25M - $7.96M
|
72.3K
$8.74M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
69.5K+ 853.99% |
$7M - $7.69M
|
77.7K
$9.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
67.8K+ 890.52% |
$6.83M - $7.5M
|
75.4K
$9.13M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
61.4KNew |
$6.18M - $6.78M
|
61.4K
$7.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
59.4KNew |
$5.98M - $6.56M
|
59.4K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
58.3K+ 260.7% |
$5.87M - $6.44M
|
80.6K
$9.76M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.4K+ 2.75% |
$5.47M - $6.01M
|
2.03M
$246M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
51.6KNew |
$5.2M - $5.7M
|
51.6K
$6.25M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 10.99% |
$4.87M - $5.34M
|
488K
$59.1M
|
|
|
May 09, 2024
Q1 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
48.1K+ 17.69% |
$4.85M - $5.32M
|
320K
$38.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.8K+ 2.48% |
$4.81M - $5.28M
|
1.98M
$239M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
47.2KNew |
$4.75M - $5.22M
|
47.2K
$5.71M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
41.3K+ 574.76% |
$4.16M - $4.56M
|
48.5K
$5.87M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
39.6KNew |
$3.99M - $4.38M
|
39.6K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
38.6KNew |
$3.88M - $4.26M
|
38.6K
$4.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
36.9K+ 12.99% |
$3.71M - $4.08M
|
321K
$38.8M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
36.5K+ 106.23% |
$3.67M - $4.03M
|
70.8K
$8.57M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.1K+ 37.83% |
$3.43M - $3.77M
|
124K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
31.9K+ 16.08% |
$3.21M - $3.52M
|
230K
$27.9M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 10.21% |
$3M - $3.29M
|
321K
$38.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
29.6KNew |
$2.98M - $3.27M
|
29.6K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
27K+ 8.05% |
$2.72M - $2.99M
|
363K
$43.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
27K+ 8.05% |
$2.72M - $2.99M
|
363K
$43.9M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.1KNew |
$2.63M - $2.88M
|
26.1K
$3.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
26K+ 5.39% |
$2.62M - $2.87M
|
509K
$61.6M
|