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 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.08KNew |
$224K - $249K
|
2.08K
$251K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.03K+ 17.7% |
$219K - $244K
|
13.5K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.95KNew |
$210K - $234K
|
1.95K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.93K+ 5.82% |
$208K - $232K
|
35.1K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.89K+ 47.25% |
$203K - $226K
|
5.88K
$712K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.87KNew |
$201K - $224K
|
1.87K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.86K+ 0.82% |
$201K - $223K
|
228K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.85KNew |
$199K - $222K
|
1.85K
$224K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83KNew |
$197K - $219K
|
1.83K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.83KNew |
$197K - $219K
|
1.83K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.81KNew |
$195K - $217K
|
1.81K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.81K+ 22.42% |
$195K - $217K
|
9.87K
$1.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.79KNew |
$193K - $215K
|
1.79K
$217K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
1.78K+ 459.95% |
$192K - $214K
|
2.17K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.77K+ 25.67% |
$191K - $213K
|
8.68K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.77KNew |
$191K - $212K
|
1.77K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.76KNew |
$190K - $211K
|
1.76K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.75KNew |
$189K - $210K
|
1.75K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.75KNew |
$188K - $210K
|
1.75K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.74KNew |
$187K - $208K
|
1.74K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.73K+ 3.87% |
$186K - $207K
|
46.4K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.72K+ 6.09% |
$185K - $206K
|
29.9K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.72KNew |
$185K - $206K
|
1.72K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
1.71K+ 5.43% |
$185K - $206K
|
33.3K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.7KNew |
$183K - $204K
|
1.7K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Af Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$181K - $202K
|
1.68K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.68KNew |
$181K - $201K
|
1.68K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.67KNew |
$180K - $201K
|
1.67K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.67K+ 8.04% |
$180K - $200K
|
22.4K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.63K+ 2.1% |
$175K - $195K
|
79.3K
$9.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.63K+ 3.44% |
$175K - $195K
|
48.9K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.61K+ 3.85% |
$173K - $193K
|
43.3K
$5.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
1.6K+ 1.86% |
$172K - $192K
|
87.7K
$10.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.6K+ 0.31% |
$172K - $192K
|
519K
$62.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.58K+ 465.0% |
$170K - $190K
|
1.92K
$232K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.57K+ 4.08% |
$170K - $189K
|
40.2K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
1.54K+ 4.52% |
$166K - $185K
|
35.7K
$4.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 59.87% |
$163K - $182K
|
4.04K
$489K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.47KNew |
$158K - $176K
|
1.47K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.45K+ 23.85% |
$156K - $174K
|
7.52K
$910K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.42K+ 3.54% |
$153K - $170K
|
41.5K
$5.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38K+ 32.57% |
$148K - $165K
|
5.6K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.38K+ 43.31% |
$148K - $165K
|
4.55K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.36K+ 2.73% |
$147K - $164K
|
51.3K
$6.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.33K+ 275.98% |
$144K - $160K
|
1.82K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 12.32% |
$143K - $159K
|
12.1K
$1.46M
|