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 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.26KNew |
$127K - $139K
|
1.26K
$152K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.23K+ 54.95% |
$124K - $136K
|
3.46K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 8.6% |
$123K - $135K
|
15.4K
$1.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.21K+ 3.73% |
$122K - $134K
|
33.8K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 649.19% |
$121K - $133K
|
1.39K
$167K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.16KNew |
$117K - $128K
|
1.16K
$140K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.14K+ 5.1% |
$115K - $126K
|
23.6K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.14K+ 1.32% |
$114K - $126K
|
87.4K
$10.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.11K+ 34.37% |
$111K - $122K
|
4.32K
$521K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.1K+ 18.87% |
$111K - $122K
|
6.93K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.07K+ 1.08% |
$108K - $118K
|
99.8K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.06K+ 45.72% |
$107K - $117K
|
3.39K
$408K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.06K+ 4.31% |
$106K - $117K
|
25.6K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.03K+ 15.02% |
$104K - $114K
|
7.88K
$950K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.01KNew |
$102K - $112K
|
1.01K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
983+ 175.85% |
$99K - $109K
|
1.54K
$186K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
956+ 6.69% |
$96.3K - $106K
|
15.3K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
952+ 1.74% |
$95.8K - $105K
|
55.7K
$6.72M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
948+ 22.93% |
$95.4K - $105K
|
5.08K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
947+ 30.75% |
$95.3K - $105K
|
4.03K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
902+ 1.29% |
$90.8K - $99.7K
|
70.7K
$8.52M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
898+ 17.38% |
$90.4K - $99.2K
|
6.07K
$731K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
894+ 30.69% |
$90K - $98.8K
|
3.81K
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
893+ 7.57% |
$89.9K - $98.7K
|
12.7K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
887+ 2.86% |
$89.3K - $98K
|
31.9K
$3.85M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
874+ 4.22% |
$88K - $96.6K
|
21.6K
$2.61M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
837+ 37.2% |
$84.3K - $92.5K
|
3.09K
$372K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
832+ 7.75% |
$83.8K - $91.9K
|
11.6K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
827+ 45.14% |
$83.3K - $91.4K
|
2.66K
$321K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
810+ 11.22% |
$81.6K - $89.5K
|
8.03K
$968K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
796+ 59.18% |
$80.1K - $88K
|
2.14K
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
774+ 39.47% |
$77.9K - $85.5K
|
2.74K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
765+ 18.14% |
$77K - $84.5K
|
4.98K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
757+ 2.81% |
$76.2K - $83.6K
|
27.7K
$3.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
750New |
$75.5K - $82.9K
|
750
$90.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
710+ 6.84% |
$71.5K - $78.5K
|
11.1K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
705+ 31.17% |
$71K - $77.9K
|
2.97K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
702+ 8.99% |
$70.7K - $77.6K
|
8.52K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$70.5K - $77.4K
|
700
$84.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
695New |
$70K - $76.8K
|
695
$83.8K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
691+ 1.58% |
$69.6K - $76.4K
|
44.3K
$5.34M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
690+ 0.73% |
$69.5K - $76.2K
|
95.5K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
683+ 19.25% |
$68.8K - $75.5K
|
4.23K
$510K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
677+ 4.03% |
$68.2K - $74.8K
|
17.5K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
646+ 4.75% |
$65K - $71.4K
|
14.3K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
625+ 6.48% |
$62.9K - $69.1K
|
10.3K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
620+ 6.63% |
$62.4K - $68.5K
|
9.97K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
620+ 15.23% |
$62.4K - $68.5K
|
4.69K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
619+ 4.18% |
$62.3K - $68.4K
|
15.4K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
618+ 18.7% |
$62.2K - $68.3K
|
3.92K
$473K
|