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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 71.43% |
$25.2K - $27.6K
|
600
$72.7K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
248New |
$25K - $27.4K
|
248
$30.1K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
236+ 11.8% |
$23.8K - $26.1K
|
2.24K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
233+ 4.82% |
$23.5K - $25.7K
|
5.06K
$614K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
227+ 0.37% |
$22.9K - $25.1K
|
61.9K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
225+ 3.03% |
$22.7K - $24.9K
|
7.65K
$927K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
219+ 8.87% |
$22K - $24.2K
|
2.69K
$326K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
218+ 9.52% |
$21.9K - $24.1K
|
2.51K
$304K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
207+ 4.93% |
$20.8K - $22.9K
|
4.41K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
201+ 5.02% |
$20.2K - $22.2K
|
4.21K
$510K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
197+ 0.17% |
$19.8K - $21.8K
|
116K
$14.1M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
196+ 1.03% |
$19.7K - $21.7K
|
19.3K
$2.33M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
195New |
$19.6K - $21.5K
|
195
$23.6K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
194+ 2.62% |
$19.5K - $21.4K
|
7.6K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
191+ 0.42% |
$19.2K - $21.1K
|
45.7K
$5.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
191+ 2.84% |
$19.2K - $21.1K
|
6.92K
$839K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
186+ 6.9% |
$18.7K - $20.6K
|
2.88K
$349K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
184+ 3.96% |
$18.5K - $20.3K
|
4.83K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
183+ 126.21% |
$18.4K - $20.2K
|
328
$39.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
181New |
$18.2K - $20K
|
181
$21.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
178+ 33.9% |
$17.9K - $19.7K
|
703
$85.2K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
177+ 5.3% |
$17.8K - $19.6K
|
3.52K
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
BUY
|
- |
170+ 5.48% |
$17.1K - $18.8K
|
3.27K
$397K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
165+ 343.75% |
$16.6K - $18.2K
|
213
$25.8K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
163+ 0.48% |
$16.4K - $18K
|
34.3K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
159+ 1.48% |
$16K - $17.6K
|
10.9K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
157+ 10.4% |
$15.8K - $17.3K
|
1.67K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
152+ 0.39% |
$15.3K - $16.8K
|
39.3K
$4.77M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150+ 96.77% |
$15.1K - $16.6K
|
305
$37K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
150+ 0.98% |
$15.1K - $16.6K
|
15.4K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
149+ 0.38% |
$15K - $16.5K
|
39K
$4.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
148+ 5.19% |
$14.9K - $16.4K
|
3K
$363K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
147+ 10.75% |
$14.8K - $16.2K
|
1.51K
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
144+ 5.26% |
$14.5K - $15.9K
|
2.88K
$349K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
143+ 2.12% |
$14.4K - $15.8K
|
6.9K
$836K
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
138+ 1.34% |
$13.9K - $15.2K
|
10.5K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
138+ 3.59% |
$13.9K - $15.2K
|
3.98K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
137+ 6.33% |
$13.8K - $15.1K
|
2.3K
$279K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
135+ 1.9% |
$13.6K - $14.9K
|
7.24K
$877K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
133+ 3.06% |
$13.4K - $14.7K
|
4.48K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
132+ 4.79% |
$13.3K - $14.6K
|
2.89K
$350K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
128+ 0.91% |
$12.9K - $14.1K
|
14.2K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
127+ 0.28% |
$12.8K - $14K
|
46.3K
$5.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
123+ 1.46% |
$12.4K - $13.6K
|
8.53K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 2.71% |
$12.1K - $13.3K
|
4.56K
$552K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
120+ 4.66% |
$12.1K - $13.3K
|
2.7K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
113+ 3.39% |
$11.4K - $12.5K
|
3.44K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
113New |
$11.4K - $12.5K
|
113
$13.7K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
112+ 0.34% |
$11.3K - $12.4K
|
32.9K
$3.99M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105New |
$10.6K - $11.6K
|
105
$12.7K
|