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 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
12.9K+ 7.21% |
$1.39M - $1.54M
|
192K
$23.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 9.09% |
$1.33M - $1.48M
|
148K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
11.8K+ 289.71% |
$1.27M - $1.42M
|
15.9K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
11.7K+ 12.12% |
$1.26M - $1.41M
|
108K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
11.7KNew |
$1.26M - $1.4M
|
11.7K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 11.95% |
$1.24M - $1.38M
|
108K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.5KNew |
$1.24M - $1.38M
|
11.5K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
11.4K+ 24.03% |
$1.23M - $1.37M
|
58.8K
$7.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 11.16% |
$1.18M - $1.31M
|
109K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
10.9K+ 278.31% |
$1.17M - $1.31M
|
14.8K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
10.6KNew |
$1.15M - $1.28M
|
10.6K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.6K+ 7.33% |
$1.14M - $1.27M
|
155K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 11.93% |
$1.11M - $1.24M
|
97.1K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
9.8K+ 34.33% |
$1.06M - $1.18M
|
38.3K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 2.71% |
$1.05M - $1.17M
|
369K
$44.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9.68KNew |
$1.04M - $1.16M
|
9.68K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.34K+ 17.33% |
$1.01M - $1.12M
|
63.2K
$7.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.19KNew |
$990K - $1.1M
|
9.19K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.74K+ 13.14% |
$941K - $1.05M
|
75.2K
$9.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
8.7K+ 1.55% |
$937K - $1.04M
|
572K
$69.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
8.64K+ 22.8% |
$930K - $1.04M
|
46.5K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.55K+ 7.58% |
$921K - $1.03M
|
121K
$14.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
8.53KNew |
$918K - $1.02M
|
8.53K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
8.33K+ 3.34% |
$897K - $999K
|
257K
$31.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
8.09KNew |
$871K - $970K
|
8.09K
$979K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.93K+ 9.43% |
$855K - $952K
|
92K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.81K+ 19.75% |
$842K - $937K
|
47.4K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
7.77KNew |
$837K - $932K
|
7.77K
$940K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
7.6K+ 76.25% |
$818K - $911K
|
17.6K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.27K+ 6.21% |
$783K - $872K
|
124K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.23KNew |
$779K - $867K
|
7.23K
$875K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.21KNew |
$776K - $864K
|
7.21K
$872K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.62K+ 1.38% |
$713K - $794K
|
488K
$59.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.33KNew |
$682K - $759K
|
6.33K
$766K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.26K+ 10.99% |
$674K - $750K
|
63.2K
$7.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.19K+ 185.56% |
$667K - $743K
|
9.53K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.01K+ 10.17% |
$648K - $721K
|
65.1K
$7.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.67K+ 117.02% |
$611K - $680K
|
10.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.51K+ 19.04% |
$594K - $661K
|
34.5K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.5KNew |
$592K - $659K
|
5.5K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.36K+ 98.22% |
$577K - $643K
|
10.8K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.3K+ 71.62% |
$571K - $636K
|
12.7K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
5.13KNew |
$552K - $615K
|
5.13K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.08K+ 42.92% |
$548K - $610K
|
16.9K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.95K+ 20.12% |
$533K - $593K
|
29.5K
$3.57M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.87KNew |
$524K - $584K
|
4.87K
$589K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.74KNew |
$511K - $569K
|
4.74K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.66K+ 1.75% |
$501K - $558K
|
271K
$32.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.55K+ 19.5% |
$490K - $546K
|
27.9K
$3.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
BUY
|
- |
4.47K+ 61.26% |
$481K - $536K
|
11.8K
$1.42M
|