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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.64K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$108 - $120
|
3.65K
$451K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.31K
$285K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$108 - $120
|
31.3K
$3.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$108 - $120
|
4.13K
$510K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.41K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$108 - $120
|
3.59K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.88% |
$108 - $120
|
112
$13.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.07% |
$108 - $120
|
1.36K
$168K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2- 0.03% |
$215 - $240
|
6.07K
$749K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.18% |
$431 - $480
|
2.2K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5- 0.24% |
$539 - $600
|
2.07K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 1.08% |
$754 - $840
|
640
$79K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.18% |
$754 - $840
|
3.81K
$470K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8- 0.18% |
$862 - $960
|
4.43K
$547K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 0.22% |
$862 - $960
|
3.66K
$452K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.04% |
$969 - $1.08K
|
20.9K
$2.57M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-9- 0.34% |
$969 - $1.08K
|
2.65K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.25% |
$1.08K - $1.2K
|
790
$97.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.44% |
$1.08K - $1.2K
|
2.27K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.08% |
$1.29K - $1.44K
|
14.6K
$1.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$1.51K - $1.68K
|
2.89K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-14- 0.74% |
$1.51K - $1.68K
|
1.88K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-16- 0.74% |
$1.72K - $1.92K
|
2.15K
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-16- 0.14% |
$1.72K - $1.92K
|
11.5K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 85.0% |
$1.83K - $2.04K
|
3
$370
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-19- 0.59% |
$2.05K - $2.28K
|
3.21K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.05% |
$2.26K - $2.52K
|
41K
$5.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22- 1.07% |
$2.37K - $2.64K
|
2.04K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.04% |
$2.59K - $2.88K
|
68.4K
$8.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-25- 1.24% |
$2.69K - $3K
|
1.99K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-26- 0.66% |
$2.8K - $3.12K
|
3.9K
$481K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-27- 0.63% |
$2.91K - $3.24K
|
4.27K
$526K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-29- 0.1% |
$3.12K - $3.48K
|
30.2K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.23% |
$3.23K - $3.6K
|
12.8K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$3.45K - $3.84K
|
29K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 1.72% |
$3.77K - $4.2K
|
2K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 0.25% |
$3.88K - $4.32K
|
14.2K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 66.67% |
$4.74K - $5.28K
|
22
$2.71K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-44- 1.59% |
$4.74K - $5.28K
|
2.73K
$337K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-45- 1.75% |
$4.85K - $5.4K
|
2.52K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 2.31% |
$4.96K - $5.52K
|
1.95K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.83% |
$5.06K - $5.64K
|
2.53K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 1.02% |
$5.39K - $6K
|
4.86K
$600K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.87% |
$6.57K - $7.32K
|
3.2K
$394K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-61- 32.28% |
$6.57K - $7.32K
|
128
$15.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-71- 1.39% |
$7.65K - $8.52K
|
5.05K
$623K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-73- 5.62% |
$7.86K - $8.76K
|
1.23K
$151K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 2.25% |
$7.97K - $8.88K
|
3.21K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-76- 0.72% |
$8.19K - $9.12K
|
10.5K
$1.3M
|