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 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.24K- 4.48% |
$326K - $358K
|
69K
$8.32M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.3K- 19.19% |
$332K - $365K
|
13.9K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.42K- 7.64% |
$344K - $377K
|
41.3K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.44K- 9.86% |
$346K - $380K
|
31.4K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.55K- 50.0% |
$358K - $393K
|
3.55K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.56K- 10.33% |
$359K - $393K
|
30.9K
$3.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.83K- 7.09% |
$385K - $423K
|
50.1K
$6.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-3.84K- 17.88% |
$386K - $424K
|
17.6K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.84K- 1.83% |
$386K - $424K
|
206K
$24.8M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.11K- 3.53% |
$413K - $454K
|
112K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.3K- 2.13% |
$432K - $475K
|
197K
$23.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.4K- 25.37% |
$443K - $487K
|
13K
$1.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.5K- 16.98% |
$453K - $497K
|
22K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.53K- 22.25% |
$456K - $500K
|
15.8K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4.59K- 17.31% |
$462K - $507K
|
21.9K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-4.66K- 5.22% |
$469K - $514K
|
84.6K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.68K- 28.0% |
$471K - $517K
|
12K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-5.03K- 2.75% |
$507K - $556K
|
178K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.12K- 10.12% |
$516K - $566K
|
45.5K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.21K- 52.63% |
$524K - $575K
|
4.69K
$565K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.4K- 10.02% |
$543K - $596K
|
48.5K
$5.85M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.42K- 29.24% |
$545K - $598K
|
13.1K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.98K- 13.92% |
$602K - $661K
|
37K
$4.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-6K- 1.14% |
$604K - $663K
|
520K
$62.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.6K- 9.22% |
$664K - $729K
|
64.9K
$7.83M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.98K- 0.78% |
$703K - $772K
|
891K
$107M
|
|
|
May 10, 2024
Q1 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-7.1K- 7.81% |
$715K - $785K
|
83.8K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-7.86K- 66.89% |
$792K - $869K
|
3.89K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-8.01K- 10.56% |
$806K - $885K
|
67.8K
$8.18M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-8.53K- 1.96% |
$859K - $943K
|
427K
$51.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8.78K- 95.15% |
$884K - $970K
|
448
$54K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-9.08K- 7.38% |
$914K - $1M
|
114K
$13.8M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.2K- 21.07% |
$926K - $1.02M
|
34.5K
$4.15M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 33.11% |
$1.03M - $1.13M
|
20.6K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.3K- 42.01% |
$1.14M - $1.25M
|
15.6K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-11.3K- 39.36% |
$1.14M - $1.25M
|
17.4K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11.7K- 7.71% |
$1.18M - $1.3M
|
141K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.8K- 7.95% |
$1.19M - $1.3M
|
136K
$16.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.2K- 60.57% |
$1.23M - $1.35M
|
7.96K
$960K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-13.1K- 7.82% |
$1.32M - $1.45M
|
154K
$18.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.6K- 24.68% |
$1.37M - $1.5M
|
41.4K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-14.5K- 8.77% |
$1.46M - $1.6M
|
150K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 33.35% |
$1.49M - $1.64M
|
29.7K
$3.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.1K- 85.13% |
$1.52M - $1.67M
|
2.64K
$319K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.4K- 53.61% |
$1.55M - $1.7M
|
13.3K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-16.2K- 99.8% |
$1.63M - $1.79M
|
33
$3.98K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-16.6K- 45.85% |
$1.67M - $1.83M
|
19.6K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17K- 6.46% |
$1.71M - $1.88M
|
246K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17.7K- 42.36% |
$1.79M - $1.96M
|
24.1K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-18.2K- 14.73% |
$1.83M - $2.01M
|
105K
$12.7M
|