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 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.43K- 2.38% |
$154K - $172K
|
58.8K
$6.81M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 30.55% |
$168K - $187K
|
3.55K
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 16.38% |
$168K - $187K
|
7.98K
$924K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 16.07% |
$169K - $188K
|
8.19K
$948K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.59K- 16.89% |
$171K - $191K
|
7.83K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.68K- 8.56% |
$180K - $201K
|
17.9K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.69K- 37.07% |
$182K - $203K
|
2.87K
$333K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 0.71% |
$184K - $205K
|
239K
$27.7M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 0.71% |
$184K - $205K
|
239K
$27.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 11.18% |
$202K - $225K
|
14.9K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.93K- 44.89% |
$207K - $231K
|
2.36K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.94K- 87.02% |
$209K - $232K
|
289
$33.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.95K- 3.04% |
$210K - $233K
|
62K
$7.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.96K- 6.78% |
$211K - $235K
|
26.9K
$3.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.98K- 8.41% |
$213K - $237K
|
21.5K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 3.99% |
$214K - $238K
|
47.7K
$5.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2K- 37.99% |
$215K - $240K
|
3.27K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.03K- 1.28% |
$218K - $243K
|
156K
$18.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 3.83% |
$225K - $250K
|
52.4K
$6.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.21K- 21.77% |
$238K - $265K
|
7.95K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.22K- 38.11% |
$239K - $266K
|
3.6K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 3.36% |
$253K - $282K
|
67.5K
$7.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.42K- 12.96% |
$260K - $290K
|
16.2K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-2.43K- 0.82% |
$262K - $292K
|
295K
$34.2M
|
|
|
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
$48.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.54K- 34.63% |
$274K - $305K
|
4.8K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 4.49% |
$276K - $307K
|
54.5K
$6.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.6K- 7.34% |
$280K - $312K
|
32.8K
$3.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 18.95% |
$285K - $318K
|
11.3K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.71K- 5.42% |
$292K - $325K
|
47.3K
$5.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.84K- 6.35% |
$305K - $340K
|
41.8K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.86K- 26.12% |
$308K - $343K
|
8.1K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.27K- 1.6% |
$352K - $392K
|
201K
$23.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.38K- 4.09% |
$364K - $406K
|
79.4K
$9.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.4K- 13.42% |
$367K - $408K
|
22K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.42K- 10.0% |
$369K - $410K
|
30.8K
$3.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.44K- 59.82% |
$371K - $413K
|
2.31K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.44K- 49.25% |
$371K - $413K
|
3.55K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.6K- 7.2% |
$388K - $432K
|
46.4K
$5.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.62K- 3.27% |
$390K - $434K
|
107K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.87K- 11.02% |
$417K - $464K
|
31.3K
$3.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.89K- 1.9% |
$419K - $467K
|
201K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-3.91K- 50.8% |
$421K - $468K
|
3.78K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4K- 39.95% |
$431K - $480K
|
6.02K
$697K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4.04K- 4.18% |
$435K - $484K
|
92.5K
$10.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.14K- 9.59% |
$446K - $496K
|
39K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.56K- 0.97% |
$491K - $547K
|
465K
$53.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.79K- 3.37% |
$515K - $574K
|
137K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.05K- 8.64% |
$544K - $606K
|
53.4K
$6.18M
|