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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-58- 3.02% |
$5.84K - $6.41K
|
1.86K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-59- 2.78% |
$5.94K - $6.52K
|
2.06K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-60- 1.23% |
$6.04K - $6.63K
|
4.81K
$579K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-62- 0.62% |
$6.24K - $6.85K
|
9.89K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-64- 1.11% |
$6.44K - $7.07K
|
5.68K
$685K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-65- 17.06% |
$6.54K - $7.18K
|
316
$38.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-66- 0.37% |
$6.64K - $7.29K
|
17.8K
$2.14M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-66- 2.33% |
$6.64K - $7.29K
|
2.76K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-74- 0.04% |
$7.45K - $8.18K
|
169K
$20.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-74- 1.56% |
$7.45K - $8.18K
|
4.67K
$563K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 0.48% |
$7.45K - $8.18K
|
15.3K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-78- 0.64% |
$7.85K - $8.62K
|
12.1K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-80- 0.55% |
$8.05K - $8.84K
|
14.5K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-80- 3.81% |
$8.05K - $8.84K
|
2.02K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85- 3.03% |
$8.56K - $9.39K
|
2.72K
$328K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-85- 15.51% |
$8.56K - $9.39K
|
463
$55.8K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-92- 0.39% |
$9.26K - $10.2K
|
23.3K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-92- 12.15% |
$9.26K - $10.2K
|
665
$80.2K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-94- 2.55% |
$9.46K - $10.4K
|
3.59K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-99- 1.18% |
$9.97K - $10.9K
|
8.26K
$996K
|
|
|
Apr 26, 2024
Q1 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-103- 0.09% |
$10.4K - $11.4K
|
118K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-104- 0.4% |
$10.5K - $11.5K
|
25.6K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-106- 3.33% |
$10.7K - $11.7K
|
3.08K
$371K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-109- 2.95% |
$11K - $12K
|
3.58K
$432K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-121- 4.39% |
$12.2K - $13.4K
|
2.64K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-126- 50.0% |
$12.7K - $13.9K
|
126
$15.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-129- 1.22% |
$13K - $14.3K
|
10.4K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-132- 2.84% |
$13.3K - $14.6K
|
4.51K
$544K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-133- 1.39% |
$13.4K - $14.7K
|
9.44K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-135- 1.98% |
$13.6K - $14.9K
|
6.69K
$807K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-140- 6.89% |
$14.1K - $15.5K
|
1.89K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-142- 4.22% |
$14.3K - $15.7K
|
3.22K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-148- 9.63% |
$14.9K - $16.4K
|
1.39K
$167K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 6.35% |
$15.1K - $16.6K
|
2.21K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-160- 3.5% |
$16.1K - $17.7K
|
4.41K
$531K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-161- 0.97% |
$16.2K - $17.8K
|
16.4K
$1.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-170- 0.31% |
$17.1K - $18.8K
|
55.3K
$6.67M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-172- 1.2% |
$17.3K - $19K
|
14.2K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-175- 2.54% |
$17.6K - $19.3K
|
6.71K
$809K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-183- 4.56% |
$18.4K - $20.2K
|
3.83K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 2.79% |
$20.1K - $22.1K
|
6.98K
$842K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-205- 5.7% |
$20.6K - $22.7K
|
3.39K
$409K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-218- 15.09% |
$21.9K - $24.1K
|
1.23K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-242- 4.63% |
$24.4K - $26.7K
|
4.98K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-243- 2.12% |
$24.5K - $26.9K
|
11.2K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-268- 3.19% |
$27K - $29.6K
|
8.13K
$981K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-273- 2.15% |
$27.5K - $30.2K
|
12.4K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-278- 1.78% |
$28K - $30.7K
|
15.3K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-280- 0.18% |
$28.2K - $30.9K
|
156K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-282- 1.6% |
$28.4K - $31.2K
|
17.3K
$2.09M
|