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 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.89K+ 21.97% |
$493K - $541K
|
27.2K
$3.28M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.81KNew |
$484K - $532K
|
4.81K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.75K+ 17.6% |
$478K - $524K
|
31.7K
$3.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.69KNew |
$472K - $518K
|
4.69K
$565K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.6K+ 24.34% |
$463K - $508K
|
23.5K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.59KNew |
$462K - $507K
|
4.59K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.52K+ 12.42% |
$455K - $499K
|
40.9K
$4.93M
|
|
|
May 01, 2024
Q1 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
4.41K+ 15.91% |
$444K - $488K
|
32.2K
$3.88M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.36K+ 15.01% |
$439K - $482K
|
33.4K
$4.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.26K+ 21.84% |
$429K - $471K
|
23.8K
$2.86M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.21K+ 14.5% |
$424K - $465K
|
33.3K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.14KNew |
$417K - $458K
|
4.14K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
4.02K+ 8.06% |
$405K - $444K
|
53.9K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
3.89K+ 22.65% |
$391K - $429K
|
21K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.86K+ 5.84% |
$388K - $426K
|
69.8K
$8.42M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$376K - $413K
|
3.74K
$451K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.72KNew |
$374K - $411K
|
3.72K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
3.51KNew |
$354K - $388K
|
3.51K
$424K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.36K+ 9.01% |
$338K - $371K
|
40.6K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.3K+ 3.48% |
$332K - $365K
|
98K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.21K+ 2.06% |
$323K - $355K
|
159K
$19.1M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.21K+ 5.71% |
$323K - $355K
|
59.4K
$7.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 13.55% |
$321K - $353K
|
26.8K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.17K+ 5.61% |
$319K - $351K
|
59.7K
$7.2M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.07K+ 1.86% |
$309K - $339K
|
168K
$20.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.07K+ 10.41% |
$309K - $339K
|
32.5K
$3.92M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.94K+ 12.76% |
$296K - $325K
|
26K
$3.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.89K+ 12.36% |
$291K - $320K
|
26.3K
$3.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.89K+ 12.72% |
$291K - $319K
|
25.6K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.87KNew |
$288K - $317K
|
2.87K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.72K+ 6.1% |
$274K - $301K
|
47.4K
$5.71M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.65K+ 108.87% |
$267K - $293K
|
5.08K
$613K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.64K+ 6.28% |
$266K - $292K
|
44.7K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.6K+ 13.53% |
$262K - $288K
|
21.8K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.59KNew |
$261K - $287K
|
2.59K
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.59KNew |
$261K - $286K
|
2.59K
$312K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.49K+ 49.6% |
$251K - $276K
|
7.52K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.48K+ 4.11% |
$250K - $274K
|
62.9K
$7.58M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.47K+ 11.34% |
$248K - $273K
|
24.2K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.47K+ 2.99% |
$248K - $273K
|
84.8K
$10.2M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 47.43% |
$246K - $270K
|
7.58K
$915K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.42K+ 36.51% |
$243K - $267K
|
9.04K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.41K+ 6.34% |
$243K - $267K
|
40.5K
$4.88M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.35K+ 12.93% |
$237K - $260K
|
20.5K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.33K+ 33.73% |
$234K - $257K
|
9.22K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.31K+ 166.0% |
$232K - $255K
|
3.7K
$446K
|
|
|
May 13, 2024
Q1 2024
|
True Wealth Financial Partners
|
BUY
|
- |
2.27KNew |
$229K - $251K
|
2.27K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
2.23K+ 12.67% |
$225K - $247K
|
19.8K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 76.68% |
$222K - $244K
|
5.08K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.21KNew |
$222K - $244K
|
2.21K
$266K
|