Purchases and Sales Made in Q3 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
789K+ 7.17% |
$85M - $94.6M
|
11.8M
$1.42B
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
705K+ 53.15% |
$75.9M - $84.5M
|
2.03M
$245M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
619K+ 45265.28% |
$66.7M - $74.3M
|
621K
$74.8M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
608KNew |
$65.5M - $73M
|
608K
$73.3M
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
563K+ 15.55% |
$60.6M - $67.5M
|
4.18M
$504M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
544K+ 30.98% |
$58.6M - $65.3M
|
2.3M
$277M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
469K+ 19562.21% |
$50.6M - $56.3M
|
472K
$56.9M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
461K+ 23.67% |
$49.7M - $55.3M
|
2.41M
$291M
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
207K+ 10279.45% |
$22.3M - $24.8M
|
209K
$25.2M
|
|
Nov 13, 2024
Q3 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
193K+ 10.25% |
$20.8M - $23.1M
|
2.07M
$250M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
184K+ 66.33% |
$19.8M - $22M
|
461K
$55.6M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
173K+ 43.62% |
$18.7M - $20.8M
|
571K
$68.8M
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
145KNew |
$15.6M - $17.4M
|
145K
$17.5M
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
90.8K+ 6.05% |
$9.78M - $10.9M
|
1.59M
$192M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
86K+ 14.4% |
$9.26M - $10.3M
|
683K
$82.4M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.5K+ 12.78% |
$8.24M - $9.18M
|
675K
$81.4M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
75.1K+ 3420.41% |
$8.09M - $9.01M
|
77.3K
$9.32M
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
73.3KNew |
$7.89M - $8.79M
|
73.3K
$8.83M
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
61.9KNew |
$6.67M - $7.42M
|
61.9K
$7.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.7K+ 43.34% |
$6.54M - $7.28M
|
201K
$24.2M
|
|
Nov 05, 2024
Q3 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
53.1K+ 13.68% |
$5.72M - $6.37M
|
441K
$53.2M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.9K+ 137.77% |
$5.7M - $6.35M
|
91.4K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52.6K+ 2.62% |
$5.67M - $6.31M
|
2.06M
$249M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.2K+ 1.21% |
$5.19M - $5.79M
|
4.04M
$487M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
45.8K+ 4.07% |
$4.93M - $5.49M
|
1.17M
$141M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.4K+ 2.35% |
$4.89M - $5.44M
|
1.97M
$238M
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
43.9K+ 2192.65% |
$4.73M - $5.26M
|
45.9K
$5.53M
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
BUY
|
- |
43.4KNew |
$4.68M - $5.21M
|
43.4K
$5.23M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37.9K+ 14.31% |
$4.08M - $4.55M
|
303K
$36.5M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.7K+ 7.17% |
$4.06M - $4.52M
|
563K
$67.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 40.79% |
$3.7M - $4.12M
|
118K
$14.3M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
34.3KNew |
$3.69M - $4.11M
|
34.3K
$4.14M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.2K+ 61.47% |
$3.58M - $3.99M
|
87.3K
$10.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.4K+ 8.97% |
$3.39M - $3.77M
|
382K
$46.1M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
31.2KNew |
$3.36M - $3.74M
|
31.2K
$3.76M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.1K+ 9.85% |
$3.35M - $3.74M
|
347K
$41.9M
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
30.1K+ 13.39% |
$3.25M - $3.61M
|
255K
$30.8M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 24.27% |
$3.21M - $3.57M
|
152K
$18.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.5K+ 6.5% |
$2.96M - $3.3M
|
451K
$54.3M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24.9K+ 34.39% |
$2.69M - $2.99M
|
97.5K
$11.8M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.3K+ 2.63% |
$2.62M - $2.92M
|
949K
$114M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
23.5K+ 123.58% |
$2.53M - $2.82M
|
42.5K
$5.12M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.3K+ 5.71% |
$2.51M - $2.8M
|
432K
$52.1M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4K+ 328.59% |
$2.41M - $2.68M
|
29.2K
$3.52M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 11.67% |
$2.39M - $2.67M
|
213K
$25.6M
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
19.7K+ 10.48% |
$2.13M - $2.37M
|
208K
$25.1M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 3.47% |
$1.81M - $2.01M
|
500K
$60.3M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16K+ 194.75% |
$1.73M - $1.92M
|
24.3K
$2.93M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
15.4K+ 2.91% |
$1.66M - $1.85M
|
544K
$65.6M
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
12.9K+ 7.21% |
$1.39M - $1.54M
|
192K
$23.1M
|