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
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.44KNew |
$478K - $532K
|
4.44K
$537K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.39K+ 12.47% |
$473K - $526K
|
39.6K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.33K+ 5.28% |
$466K - $519K
|
86.3K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.19KNew |
$451K - $503K
|
4.19K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.19KNew |
$451K - $503K
|
4.19K
$507K
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.02KNew |
$433K - $482K
|
4.02K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
3.87KNew |
$417K - $464K
|
3.87K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
Wind River Trust CO
|
BUY
|
- |
3.72K+ 0.5% |
$401K - $446K
|
746K
$90.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.66K+ 3.73% |
$394K - $439K
|
102K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.5K+ 4.02% |
$377K - $420K
|
90.6K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.25K+ 14.87% |
$350K - $390K
|
25.1K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.24K+ 14.68% |
$349K - $388K
|
25.3K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.22K+ 145.78% |
$346K - $386K
|
5.42K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.21K+ 121.39% |
$345K - $385K
|
5.85K
$708K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.13KNew |
$337K - $375K
|
3.13K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.1KNew |
$334K - $372K
|
3.1K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.04KNew |
$327K - $364K
|
3.04K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.04KNew |
$327K - $364K
|
3.04K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.99K+ 3.32% |
$322K - $359K
|
93.1K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.96KNew |
$319K - $355K
|
2.96K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.94K+ 2.52% |
$317K - $353K
|
120K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.89K+ 4.33% |
$311K - $346K
|
69.5K
$8.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.87K+ 39.7% |
$309K - $344K
|
10.1K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.67K+ 84.42% |
$287K - $320K
|
5.82K
$705K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.64K+ 1.54% |
$284K - $316K
|
173K
$21M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.6KNew |
$280K - $312K
|
2.6K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.58K+ 104.0% |
$278K - $309K
|
5.06K
$612K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.57K+ 4.66% |
$277K - $308K
|
57.6K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$274K - $305K
|
2.54K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.54KNew |
$273K - $304K
|
2.54K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.49KNew |
$269K - $299K
|
2.49K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49K+ 11.58% |
$268K - $298K
|
24K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.42KNew |
$260K - $290K
|
2.42K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.41K+ 31.98% |
$260K - $289K
|
9.95K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.37KNew |
$255K - $284K
|
2.37K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 69.92% |
$254K - $283K
|
5.73K
$694K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.36K+ 23.61% |
$254K - $283K
|
12.3K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.35KNew |
$253K - $282K
|
2.35K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.31K+ 4.94% |
$249K - $278K
|
49.1K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.3K+ 216.78% |
$248K - $276K
|
3.36K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.24K+ 19.5% |
$241K - $269K
|
13.7K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 10.51% |
$241K - $268K
|
23.5K
$2.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.21KNew |
$238K - $265K
|
2.21K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$235K - $262K
|
2.18K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.17K+ 0.59% |
$234K - $260K
|
370K
$44.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.17KNew |
$234K - $260K
|
2.17K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.16K+ 31.62% |
$233K - $259K
|
9K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.14KNew |
$231K - $257K
|
2.14K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
2.1KNew |
$226K - $252K
|
2.1K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.09K+ 10.74% |
$225K - $250K
|
21.5K
$2.61M
|