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 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5- 0.24% |
$539 - $600
|
2.07K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 1.08% |
$754 - $840
|
640
$77.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.18% |
$754 - $840
|
3.81K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8- 0.18% |
$862 - $960
|
4.43K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 0.22% |
$862 - $960
|
3.66K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.04% |
$969 - $1.08K
|
20.9K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.25% |
$1.08K - $1.2K
|
790
$95.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.44% |
$1.08K - $1.2K
|
2.27K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.08% |
$1.29K - $1.44K
|
14.6K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$1.51K - $1.68K
|
2.89K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-14- 0.74% |
$1.51K - $1.68K
|
1.88K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-16- 0.14% |
$1.72K - $1.92K
|
11.5K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-16- 0.74% |
$1.72K - $1.92K
|
2.15K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 85.0% |
$1.83K - $2.04K
|
3
$362
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-19- 0.59% |
$2.05K - $2.28K
|
3.21K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.05% |
$2.26K - $2.52K
|
41K
$4.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22- 1.07% |
$2.37K - $2.64K
|
2.04K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.04% |
$2.59K - $2.88K
|
68.4K
$8.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-25- 1.24% |
$2.69K - $3K
|
1.99K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-26- 0.66% |
$2.8K - $3.12K
|
3.9K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-27- 0.63% |
$2.91K - $3.24K
|
4.27K
$514K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-29- 0.1% |
$3.12K - $3.48K
|
30.2K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.23% |
$3.23K - $3.6K
|
12.8K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$3.45K - $3.84K
|
29K
$3.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 1.72% |
$3.77K - $4.2K
|
2K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 0.25% |
$3.88K - $4.32K
|
14.2K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-44- 1.59% |
$4.74K - $5.28K
|
2.73K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 66.67% |
$4.74K - $5.28K
|
22
$2.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-45- 1.75% |
$4.85K - $5.4K
|
2.52K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 2.31% |
$4.96K - $5.52K
|
1.95K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.83% |
$5.06K - $5.64K
|
2.53K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 1.02% |
$5.39K - $6K
|
4.86K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.87% |
$6.57K - $7.32K
|
3.2K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-61- 32.28% |
$6.57K - $7.32K
|
128
$15.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-71- 1.39% |
$7.65K - $8.52K
|
5.05K
$609K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-73- 5.62% |
$7.86K - $8.76K
|
1.23K
$148K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 2.25% |
$7.97K - $8.88K
|
3.21K
$387K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-76- 0.72% |
$8.19K - $9.12K
|
10.5K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-78- 1.12% |
$8.4K - $9.36K
|
6.89K
$830K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79- 0.45% |
$8.51K - $9.48K
|
17.6K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-84- 2.79% |
$9.05K - $10.1K
|
2.93K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-84- 0.1% |
$9.05K - $10.1K
|
82.5K
$9.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-84- 3.2% |
$9.05K - $10.1K
|
2.54K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86- 53.09% |
$9.26K - $10.3K
|
76
$9.16K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-87- 0.53% |
$9.37K - $10.4K
|
16.3K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 2.58% |
$9.59K - $10.7K
|
3.36K
$406K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-91- 1.09% |
$9.8K - $10.9K
|
8.27K
$997K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-91- 0.29% |
$9.8K - $10.9K
|
31.1K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-92- 0.85% |
$9.91K - $11K
|
10.7K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-94- 2.07% |
$10.1K - $11.3K
|
4.44K
$536K
|