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 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.96K- 6.78% |
$211K - $235K
|
26.9K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.98K- 8.41% |
$213K - $237K
|
21.5K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 3.99% |
$214K - $238K
|
47.7K
$5.75M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2K- 37.99% |
$215K - $240K
|
3.27K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.03K- 1.28% |
$218K - $243K
|
156K
$18.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 3.83% |
$225K - $250K
|
52.4K
$6.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.21K- 21.77% |
$238K - $265K
|
7.95K
$959K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.22K- 38.11% |
$239K - $266K
|
3.6K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 3.36% |
$253K - $282K
|
67.5K
$8.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.42K- 12.96% |
$260K - $290K
|
16.2K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-2.43K- 0.82% |
$262K - $292K
|
295K
$35.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-2.46KClosed |
$265K - $295K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.46K- 0.58% |
$265K - $295K
|
419K
$50.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.54K- 34.63% |
$274K - $305K
|
4.8K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 4.49% |
$276K - $307K
|
54.5K
$6.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.6K- 7.34% |
$280K - $312K
|
32.8K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 18.95% |
$285K - $318K
|
11.3K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.71K- 5.42% |
$292K - $325K
|
47.3K
$5.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.84K- 6.35% |
$305K - $340K
|
41.8K
$5.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 26.12% |
$308K - $343K
|
8.1K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.27K- 1.6% |
$352K - $392K
|
201K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.38K- 4.09% |
$364K - $406K
|
79.4K
$9.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.4K- 13.42% |
$367K - $408K
|
22K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.42K- 10.0% |
$369K - $410K
|
30.8K
$3.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.44K- 59.82% |
$371K - $413K
|
2.31K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.44K- 49.25% |
$371K - $413K
|
3.55K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.6K- 7.2% |
$388K - $432K
|
46.4K
$5.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.62K- 3.27% |
$390K - $434K
|
107K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.87K- 11.02% |
$417K - $464K
|
31.3K
$3.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.89K- 1.9% |
$419K - $467K
|
201K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.91K- 50.8% |
$421K - $468K
|
3.78K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4K- 39.95% |
$431K - $480K
|
6.02K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4.04K- 4.18% |
$435K - $484K
|
92.5K
$11.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.14K- 9.59% |
$446K - $496K
|
39K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.56K- 0.97% |
$491K - $547K
|
465K
$56M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.79K- 3.37% |
$515K - $574K
|
137K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.05K- 8.64% |
$544K - $606K
|
53.4K
$6.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-5.36K- 4.46% |
$577K - $643K
|
115K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.66K- 30.28% |
$610K - $679K
|
13K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.85K- 26.67% |
$738K - $821K
|
18.8K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-7.19K- 24.28% |
$775K - $863K
|
22.4K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.64K- 6.85% |
$823K - $917K
|
104K
$12.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
SELL
|
- |
-8.45K- 31.05% |
$910K - $1.01M
|
18.8K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.61K- 16.08% |
$928K - $1.03M
|
44.9K
$5.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.33K- 6.55% |
$1.01M - $1.12M
|
133K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.49K- 16.91% |
$1.02M - $1.14M
|
46.6K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.1K- 13.86% |
$1.09M - $1.21M
|
62.8K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-11.7K- 5.49% |
$1.26M - $1.41M
|
202K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.3K- 67.0% |
$1.33M - $1.48M
|
6.07K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-12.5K- 48.3% |
$1.34M - $1.5M
|
13.4K
$1.61M
|