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
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$371 - $402
|
2.31K
$284K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4+ 0.05% |
$371 - $402
|
8.15K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4+ 0.12% |
$371 - $402
|
3.35K
$413K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 1.26% |
$371 - $402
|
322
$39.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 26.67% |
$371 - $402
|
19
$2.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$278 - $302
|
917
$113K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.26% |
$278 - $302
|
1.18K
$145K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 0.82% |
$278 - $302
|
369
$45.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.05% |
$278 - $302
|
6.45K
$796K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.21% |
$186 - $201
|
951
$117K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.03% |
$186 - $201
|
6.85K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.09% |
$186 - $201
|
2.19K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.22% |
$186 - $201
|
894
$110K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2New |
$186 - $201
|
2
$247
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.08% |
$186 - $201
|
2.54K
$313K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.52% |
$92.8 - $101
|
67
$8.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1+ 0.04% |
$92.8 - $101
|
2.59K
$320K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$92.8 - $101
|
3.76K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.02% |
$92.8 - $101
|
5.75K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.33% |
$92.8 - $101
|
304
$37.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.87% |
$92.8 - $101
|
116
$14.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.45% |
$92.8 - $101
|
225
$27.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$92.8 - $101
|
14.6K
$1.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.05% |
$92.8 - $101
|
2.16K
$267K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.48% |
$92.8 - $101
|
210
$25.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1- 0.04% |
$92.8 - $101
|
2.64K
$326K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.66% |
$92.8 - $101
|
151
$18.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3- 0.03% |
$278 - $302
|
8.68K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 1.6% |
$278 - $302
|
185
$22.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5- 0.18% |
$464 - $503
|
2.83K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.16% |
$464 - $503
|
3.18K
$393K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-8- 0.17% |
$742 - $805
|
4.58K
$565K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-8- 0.03% |
$742 - $805
|
29.8K
$3.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9- 0.33% |
$835 - $905
|
2.76K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-13- 0.77% |
$1.21K - $1.31K
|
1.68K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-13- 0.39% |
$1.21K - $1.31K
|
3.31K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15- 0.18% |
$1.39K - $1.51K
|
8.38K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 0.34% |
$1.58K - $1.71K
|
5.05K
$623K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-18- 0.31% |
$1.67K - $1.81K
|
5.79K
$715K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 0.24% |
$1.76K - $1.91K
|
7.77K
$959K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-19- 0.07% |
$1.76K - $1.91K
|
26K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-22- 0.4% |
$2.04K - $2.21K
|
5.45K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-23- 3.14% |
$2.13K - $2.31K
|
709
$87.5K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-23- 3.14% |
$2.13K - $2.31K
|
709
$87.5K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-24- 0.2% |
$2.23K - $2.41K
|
12.1K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 4.06% |
$2.97K - $3.22K
|
757
$93.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-33- 0.34% |
$3.06K - $3.32K
|
9.58K
$1.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-33- 0.56% |
$3.06K - $3.32K
|
5.85K
$722K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-33- 0.12% |
$3.06K - $3.32K
|
27.2K
$3.35M
|