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 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22+ 0.26% |
$2.21K - $2.43K
|
8.51K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
22+ 37.29% |
$2.21K - $2.43K
|
81
$9.82K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
21+ 0.39% |
$2.11K - $2.32K
|
5.4K
$655K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21+ 0.6% |
$2.11K - $2.32K
|
3.52K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.05% |
$2.11K - $2.32K
|
44K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
20+ 0.18% |
$2.01K - $2.21K
|
11.4K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
19+ 17.43% |
$1.91K - $2.1K
|
128
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 3.05% |
$1.91K - $2.1K
|
642
$77.8K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$1.81K - $1.99K
|
18
$2.18K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
17+ 0.45% |
$1.71K - $1.88K
|
3.82K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$1.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 0.4% |
$1.61K - $1.77K
|
4.02K
$487K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.47% |
$1.51K - $1.66K
|
3.23K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.05% |
$1.51K - $1.66K
|
30.5K
$3.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.38% |
$1.51K - $1.66K
|
4.01K
$486K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
14+ 0.29% |
$1.41K - $1.55K
|
4.9K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
14+ 0.4% |
$1.41K - $1.55K
|
3.52K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
13+ 0.39% |
$1.31K - $1.44K
|
3.31K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12+ 0.18% |
$1.21K - $1.33K
|
6.57K
$796K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
12+ 11.21% |
$1.21K - $1.33K
|
119
$14.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12+ 0.12% |
$1.21K - $1.33K
|
10.2K
$1.23M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11+ 0.11% |
$1.11K - $1.22K
|
9.81K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
9+ 0.26% |
$906 - $995
|
3.51K
$426K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.35% |
$906 - $995
|
2.55K
$309K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.23% |
$906 - $995
|
3.86K
$468K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.24% |
$805 - $884
|
3.28K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
8+ 0.34% |
$805 - $884
|
2.36K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
8+ 0.12% |
$805 - $884
|
6.71K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 1.09% |
$705 - $774
|
647
$78.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$604 - $663
|
2.22K
$269K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6+ 0.12% |
$604 - $663
|
5.11K
$619K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 0.41% |
$503 - $553
|
1.23K
$149K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
5+ 0.07% |
$503 - $553
|
7.26K
$880K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.09% |
$503 - $553
|
5.81K
$704K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
5+ 3.42% |
$503 - $553
|
151
$18.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5+ 0.13% |
$503 - $553
|
3.94K
$477K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.21% |
$503 - $553
|
2.37K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$503 - $553
|
9.94K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.02% |
$503 - $553
|
23.6K
$2.86M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.56% |
$403 - $442
|
716
$86.8K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4+ 26.67% |
$403 - $442
|
19
$2.3K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$403 - $442
|
12.5K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
4+ 0.18% |
$403 - $442
|
2.17K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$403 - $442
|
4
$485
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$302 - $332
|
2.22K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.05% |
$302 - $332
|
6.01K
$728K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2+ 1.48% |
$201 - $221
|
137
$16.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 2.53% |
$201 - $221
|
81
$9.82K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.21% |
$201 - $221
|
957
$116K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2+ 0.03% |
$201 - $221
|
6.07K
$736K
|