Purchases and Sales Made in Q3 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-227- 4.18% |
$21.1K - $22.8K
|
5.2K
$629K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-230- 20.81% |
$21.3K - $23.1K
|
875
$106K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-232- 38.73% |
$21.5K - $23.3K
|
367
$44.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-233- 36.81% |
$21.6K - $23.4K
|
400
$48.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-244- 3.39% |
$22.6K - $24.5K
|
6.96K
$841K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-245- 0.32% |
$22.7K - $24.6K
|
75.5K
$9.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-252- 2.74% |
$23.4K - $25.3K
|
8.96K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-261- 6.81% |
$24.2K - $26.3K
|
3.57K
$432K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-287- 0.78% |
$26.6K - $28.9K
|
36.7K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-288- 0.48% |
$26.7K - $29K
|
60.1K
$7.27M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-290- 1.77% |
$26.9K - $29.2K
|
16.1K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-296- 2.96% |
$27.5K - $29.8K
|
9.69K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-302- 6.51% |
$28K - $30.4K
|
4.34K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-308- 7.72% |
$28.6K - $31K
|
3.68K
$445K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-337- 1.83% |
$31.3K - $33.9K
|
18.1K
$2.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-341- 2.13% |
$31.6K - $34.3K
|
15.7K
$1.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-345- 1.35% |
$32K - $34.7K
|
25.3K
$3.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-354- 43.38% |
$32.8K - $35.6K
|
462
$55.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-363- 0.79% |
$33.7K - $36.5K
|
45.6K
$5.51M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-363- 0.79% |
$33.7K - $36.5K
|
45.6K
$5.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-373- 51.95% |
$34.6K - $37.5K
|
345
$41.7K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-378- 3.63% |
$35.1K - $38K
|
10K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-396- 14.18% |
$36.7K - $39.8K
|
2.4K
$290K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-402- 2.25% |
$37.3K - $40.4K
|
17.4K
$2.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-410- 3.21% |
$38K - $41.2K
|
12.4K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-418- 12.75% |
$38.8K - $42K
|
2.86K
$346K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-423- 1.81% |
$39.3K - $42.5K
|
23K
$2.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-444- 0.77% |
$41.2K - $44.7K
|
57.5K
$6.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-454- 0.6% |
$42.1K - $45.7K
|
75.5K
$9.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-459- 4.69% |
$42.6K - $46.2K
|
9.34K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-469- 38.32% |
$43.5K - $47.2K
|
755
$91.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-472- 0.52% |
$43.8K - $47.5K
|
90.9K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-491- 2.31% |
$45.6K - $49.4K
|
20.8K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-506- 7.5% |
$47K - $50.9K
|
6.24K
$755K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-519- 0.11% |
$48.2K - $52.2K
|
472K
$57M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-522- 2.92% |
$48.4K - $52.5K
|
17.3K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-635- 21.61% |
$58.9K - $63.9K
|
2.3K
$279K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-645- 36.34% |
$59.8K - $64.9K
|
1.13K
$137K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-704- 3.5% |
$65.3K - $70.8K
|
19.4K
$2.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-705- 3.94% |
$65.4K - $70.9K
|
17.2K
$2.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-741- 1.39% |
$68.8K - $74.5K
|
52.4K
$6.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-789- 2.95% |
$73.2K - $79.4K
|
26K
$3.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-810- 4.85% |
$75.2K - $81.5K
|
15.9K
$1.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-842- 1.11% |
$78.1K - $84.7K
|
75.1K
$9.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-845- 10.75% |
$78.4K - $85K
|
7.02K
$848K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-913- 7.84% |
$84.7K - $91.8K
|
10.7K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-920- 3.03% |
$85.4K - $92.5K
|
29.4K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-961- 1.6% |
$89.2K - $96.7K
|
58.9K
$7.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1K- 3.38% |
$92.8K - $101K
|
28.6K
$3.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.02K- 2.96% |
$94.2K - $102K
|
33.3K
$4.03M
|