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
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
113+ 3.39% |
$11.4K - $12.5K
|
3.44K
$417K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
112+ 0.34% |
$11.3K - $12.4K
|
32.9K
$3.98M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105New |
$10.6K - $11.6K
|
105
$12.7K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
100New |
$10.1K - $11.1K
|
100
$12.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
98+ 3.48% |
$9.87K - $10.8K
|
2.91K
$353K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
97+ 10.23% |
$9.77K - $10.7K
|
1.05K
$127K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
93+ 0.6% |
$9.36K - $10.3K
|
15.5K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
93+ 11.07% |
$9.36K - $10.3K
|
933
$113K
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
85+ 0.81% |
$8.56K - $9.39K
|
10.6K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
81+ 3.08% |
$8.16K - $8.95K
|
2.71K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
80+ 2.76% |
$8.05K - $8.84K
|
2.98K
$361K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
78+ 11.54% |
$7.85K - $8.62K
|
754
$91.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
77+ 0.15% |
$7.75K - $8.51K
|
52.7K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
75New |
$7.55K - $8.29K
|
75
$9.08K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
73+ 2.89% |
$7.35K - $8.07K
|
2.6K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
71+ 2.12% |
$7.15K - $7.85K
|
3.42K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
68+ 1.4% |
$6.85K - $7.51K
|
4.91K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
67+ 2.08% |
$6.75K - $7.4K
|
3.29K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
67+ 1.51% |
$6.75K - $7.4K
|
4.52K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
65+ 2.69% |
$6.54K - $7.18K
|
2.48K
$301K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
61+ 14.12% |
$6.14K - $6.74K
|
493
$59.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
61+ 0.23% |
$6.14K - $6.74K
|
26.9K
$3.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
60+ 2.04% |
$6.04K - $6.63K
|
2.99K
$362K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 1.26% |
$5.84K - $6.41K
|
4.65K
$563K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
58+ 0.6% |
$5.84K - $6.41K
|
9.79K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
50+ 1.13% |
$5.03K - $5.53K
|
4.47K
$541K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
50+ 1.26% |
$5.03K - $5.53K
|
4.02K
$486K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
50+ 0.83% |
$5.03K - $5.53K
|
6.11K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
48New |
$4.83K - $5.3K
|
48
$5.81K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.63K - $5.08K
|
46
$5.57K
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
46+ 1.97% |
$4.63K - $5.08K
|
2.39K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44+ 27.16% |
$4.43K - $4.86K
|
206
$24.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.14% |
$4.43K - $4.86K
|
30.5K
$3.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
43+ 0.77% |
$4.33K - $4.75K
|
5.66K
$685K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
43+ 2.85% |
$4.33K - $4.75K
|
1.55K
$188K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
41+ 1.56% |
$4.13K - $4.53K
|
2.66K
$323K
|
|
|
Apr 03, 2024
Q1 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
41+ 0.02% |
$4.13K - $4.53K
|
179K
$21.7M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
39+ 3.7% |
$3.93K - $4.31K
|
1.09K
$132K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
38+ 0.79% |
$3.83K - $4.2K
|
4.86K
$588K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
38+ 0.39% |
$3.83K - $4.2K
|
9.69K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
36+ 0.46% |
$3.62K - $3.98K
|
7.84K
$950K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
35+ 0.89% |
$3.52K - $3.87K
|
3.96K
$480K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
34+ 0.14% |
$3.42K - $3.76K
|
25.1K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.3% |
$3.42K - $3.76K
|
11.5K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 9.68% |
$3.32K - $3.65K
|
374
$45.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
30+ 0.62% |
$3.02K - $3.32K
|
4.84K
$586K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
27+ 0.38% |
$2.72K - $2.98K
|
7.1K
$860K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
26+ 0.26% |
$2.62K - $2.87K
|
9.99K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$2.52K - $2.76K
|
25
$3.03K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.15% |
$2.42K - $2.65K
|
2.11K
$255K
|