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 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.21K+ 65.33% |
$222K - $244K
|
5.58K
$673K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.18KNew |
$219K - $241K
|
2.18K
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.18K+ 6.21% |
$219K - $241K
|
37.2K
$4.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
2.13KNew |
$215K - $235K
|
2.13K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
2.13KNew |
$214K - $235K
|
2.13K
$257K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.12KNew |
$214K - $235K
|
2.12K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.11K+ 38.45% |
$212K - $233K
|
7.59K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 0.57% |
$212K - $232K
|
371K
$44.7M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.05KNew |
$206K - $227K
|
2.05K
$247K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2.04K+ 6.92% |
$205K - $226K
|
31.5K
$3.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.04K+ 2.76% |
$205K - $225K
|
76K
$9.16M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.01KNew |
$202K - $222K
|
2.01K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2KNew |
$201K - $221K
|
2K
$241K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.99KNew |
$200K - $220K
|
1.99K
$240K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.99K+ 10.47% |
$200K - $220K
|
21K
$2.53M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99KNew |
$200K - $220K
|
1.99K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.97KNew |
$198K - $217K
|
1.97K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.94KNew |
$196K - $215K
|
1.94K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.94KNew |
$196K - $215K
|
1.94K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.93KNew |
$195K - $214K
|
1.93K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.93KNew |
$194K - $213K
|
1.93K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.91KNew |
$192K - $211K
|
1.91K
$230K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.91KNew |
$192K - $211K
|
1.91K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.91KNew |
$192K - $211K
|
1.91K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.89KNew |
$190K - $208K
|
1.89K
$227K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.86K+ 12.81% |
$188K - $206K
|
16.4K
$1.98M
|
|
|
May 23, 2024
Q1 2024
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
1.86KNew |
$187K - $205K
|
1.86K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.84K+ 2.38% |
$185K - $203K
|
79.2K
$9.55M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
$185K - $203K
|
1.84K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.83KNew |
$184K - $202K
|
1.83K
$221K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.82KNew |
$183K - $201K
|
1.82K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.79K+ 4.94% |
$181K - $198K
|
38.1K
$4.59M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
1.79K+ 6.43% |
$180K - $197K
|
29.6K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.78KNew |
$179K - $197K
|
1.78K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.72K+ 9.2% |
$173K - $190K
|
20.4K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.71K+ 4.82% |
$172K - $188K
|
37.1K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.68K+ 74.42% |
$169K - $186K
|
3.94K
$475K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.67K+ 8.35% |
$168K - $184K
|
21.6K
$2.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.66K+ 4.01% |
$167K - $183K
|
43K
$5.18M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.51K+ 42.08% |
$152K - $167K
|
5.11K
$616K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.48K+ 5.63% |
$149K - $164K
|
27.8K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.46K+ 31.85% |
$147K - $161K
|
6.05K
$729K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44K+ 3.75% |
$145K - $159K
|
39.9K
$4.81M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.37KNew |
$138K - $151K
|
1.37K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
1.36K+ 11.74% |
$137K - $150K
|
12.9K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 17.84% |
$133K - $146K
|
8.72K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.31K+ 11.88% |
$132K - $145K
|
12.4K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 8.08% |
$128K - $141K
|
17.1K
$2.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.27K+ 1.28% |
$128K - $140K
|
100K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.26K+ 10.95% |
$127K - $139K
|
12.8K
$1.54M
|