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 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
$474K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
605+ 1680.56% |
$60.9K - $66.9K
|
641
$77.5K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
599+ 1.97% |
$60.3K - $66.2K
|
31K
$3.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
586+ 12.08% |
$59K - $64.8K
|
5.44K
$657K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
573+ 4.25% |
$57.7K - $63.3K
|
14.1K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
569+ 3.35% |
$57.3K - $62.9K
|
17.6K
$2.12M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
560+ 6.4% |
$56.4K - $61.9K
|
9.31K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
560+ 5.89% |
$56.4K - $61.9K
|
10.1K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
560+ 5.51% |
$56.4K - $61.9K
|
10.7K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
552+ 21.09% |
$55.6K - $61K
|
3.17K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
550+ 17.87% |
$55.4K - $60.8K
|
3.63K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
542+ 21.23% |
$54.6K - $59.9K
|
3.1K
$374K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
538+ 3.51% |
$54.2K - $59.4K
|
15.9K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
534+ 3.25% |
$53.8K - $59K
|
17K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
516+ 23.4% |
$52K - $57K
|
2.72K
$329K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
507+ 9.18% |
$51K - $56K
|
6.03K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
499+ 4.06% |
$50.2K - $55.1K
|
12.8K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
498+ 4.91% |
$50.1K - $55K
|
10.6K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
469+ 5.88% |
$47.2K - $51.8K
|
8.44K
$1.02M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
468New |
$47.1K - $51.7K
|
468
$56.6K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
464New |
$46.7K - $51.3K
|
464
$56.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
452+ 4.12% |
$45.5K - $49.9K
|
11.4K
$1.38M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
448+ 21.83% |
$45.1K - $49.5K
|
2.5K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
426+ 7.31% |
$42.9K - $47.1K
|
6.25K
$756K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
407+ 20.88% |
$41K - $45K
|
2.36K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
405New |
$40.8K - $44.8K
|
405
$49K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
398+ 2.55% |
$40.1K - $44K
|
16K
$1.94M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
393+ 3.64% |
$39.6K - $43.4K
|
11.2K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
393+ 5.47% |
$39.6K - $43.4K
|
7.57K
$916K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
389+ 29.65% |
$39.2K - $43K
|
1.7K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
379+ 0.45% |
$38.2K - $41.9K
|
85.2K
$10.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
376+ 11.0% |
$37.9K - $41.5K
|
3.8K
$459K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
366+ 1.12% |
$36.8K - $40.4K
|
32.9K
$3.98M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
361+ 11.01% |
$36.3K - $39.9K
|
3.64K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
342+ 8.44% |
$34.4K - $37.8K
|
4.39K
$531K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
341+ 13.17% |
$34.3K - $37.7K
|
2.93K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
341+ 15.56% |
$34.3K - $37.7K
|
2.53K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
336+ 3.75% |
$33.8K - $37.1K
|
9.3K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
335+ 15.1% |
$33.7K - $37K
|
2.55K
$309K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
320+ 3.7% |
$32.2K - $35.4K
|
8.96K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
315+ 1.72% |
$31.7K - $34.8K
|
18.6K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
310+ 2.86% |
$31.2K - $34.3K
|
11.1K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
305+ 2.98% |
$30.7K - $33.7K
|
10.5K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
301+ 0.85% |
$30.3K - $33.3K
|
35.8K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
290+ 2.72% |
$29.2K - $32K
|
11K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
279+ 0.75% |
$28.1K - $30.8K
|
37.6K
$4.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
277New |
$27.9K - $30.6K
|
277
$33.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
274+ 0.56% |
$27.6K - $30.3K
|
49.4K
$5.97M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
271+ 1.68% |
$27.3K - $29.9K
|
16.4K
$1.98M
|