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 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 94.55% |
$29.7K - $32.6K
|
17
$2.06K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-298- 1.57% |
$30K - $32.9K
|
18.6K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-298- 4.44% |
$30K - $32.9K
|
6.42K
$777K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 0.78% |
$30.2K - $33.2K
|
38K
$4.6M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-304- 4.16% |
$30.6K - $33.6K
|
7.01K
$848K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-307- 7.34% |
$30.9K - $33.9K
|
3.88K
$469K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-330- 4.68% |
$33.2K - $36.5K
|
6.72K
$813K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-336- 0.89% |
$33.8K - $37.1K
|
37.6K
$4.55M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350- 4.24% |
$35.2K - $38.7K
|
7.91K
$957K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-356- 7.5% |
$35.8K - $39.3K
|
4.39K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-358- 15.97% |
$36K - $39.6K
|
1.88K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-396- 3.37% |
$39.9K - $43.8K
|
11.3K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-405- 15.04% |
$40.8K - $44.8K
|
2.29K
$277K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-416- 6.48% |
$41.9K - $46K
|
6.01K
$727K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-420- 35.84% |
$42.3K - $46.4K
|
752
$91K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-422- 1.19% |
$42.5K - $46.6K
|
35.1K
$4.25M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-429- 1.42% |
$43.2K - $47.4K
|
29.8K
$3.61M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-429- 3.42% |
$43.2K - $47.4K
|
12.1K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-461- 9.44% |
$46.4K - $50.9K
|
4.43K
$536K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-484- 7.36% |
$48.7K - $53.5K
|
6.09K
$737K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-485- 2.02% |
$48.8K - $53.6K
|
23.5K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-497- 78.52% |
$50K - $54.9K
|
136
$16.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-499- 6.1% |
$50.2K - $55.1K
|
7.68K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-499- 15.3% |
$50.2K - $55.1K
|
2.76K
$334K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-562- 1.44% |
$56.6K - $62.1K
|
38.6K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-574- 1.8% |
$57.8K - $63.4K
|
31.3K
$3.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-587- 3.3% |
$59.1K - $64.9K
|
17.2K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-601- 20.36% |
$60.5K - $66.4K
|
2.35K
$285K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-609- 1.33% |
$61.3K - $67.3K
|
45.2K
$5.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-611- 9.74% |
$61.5K - $67.5K
|
5.66K
$685K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-612- 2.45% |
$61.6K - $67.6K
|
24.3K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Wind River Trust CO
|
SELL
|
- |
-637- 0.08% |
$64.1K - $70.4K
|
805K
$97.4M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-650- 8.96% |
$65.4K - $71.8K
|
6.61K
$799K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-650- 15.66% |
$65.4K - $71.8K
|
3.5K
$424K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-654- 64.82% |
$65.8K - $72.3K
|
355
$43K
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-726- 21.52% |
$73.1K - $80.2K
|
2.65K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-766- 7.74% |
$77.1K - $84.6K
|
9.14K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-771- 2.35% |
$77.6K - $85.2K
|
32K
$3.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-843- 3.81% |
$84.9K - $93.2K
|
21.3K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-906- 95.27% |
$91.2K - $100K
|
45
$5.45K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-910- 16.15% |
$91.6K - $101K
|
4.73K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-920- 17.14% |
$92.6K - $102K
|
4.45K
$538K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-920- 4.63% |
$92.6K - $102K
|
19K
$2.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-930- 8.14% |
$93.6K - $103K
|
10.5K
$1.27M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-935- 8.21% |
$94.1K - $103K
|
10.5K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-938- 12.63% |
$94.4K - $104K
|
6.49K
$785K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-946- 15.41% |
$95.2K - $105K
|
5.19K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-947- 49.17% |
$95.3K - $105K
|
979
$118K
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-969- 1.35% |
$97.6K - $107K
|
70.9K
$8.58M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.01K- 0.7% |
$102K - $112K
|
143K
$17.3M
|