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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.24K+ 1.51% |
$134K - $149K
|
83.4K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.23K+ 1.23% |
$132K - $147K
|
101K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.19KNew |
$128K - $142K
|
1.19K
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.14K+ 3.6% |
$123K - $137K
|
32.8K
$3.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.09K+ 32.01% |
$117K - $131K
|
4.49K
$541K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.09K+ 8.73% |
$117K - $130K
|
13.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.07K+ 35.61% |
$115K - $128K
|
4.07K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07K+ 11.78% |
$115K - $128K
|
10.1K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.05K+ 2.12% |
$113K - $125K
|
50.2K
$6.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.02K+ 1.32% |
$110K - $122K
|
78K
$9.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
978+ 0.27% |
$105K - $117K
|
358K
$43.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
975+ 1.06% |
$105K - $117K
|
92.6K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
970+ 43.21% |
$104K - $116K
|
3.22K
$388K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
956+ 1.29% |
$103K - $115K
|
74.8K
$9.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
948+ 1.11% |
$102K - $114K
|
86.3K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
925+ 7.94% |
$99.6K - $111K
|
12.6K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
924+ 5.15% |
$99.5K - $111K
|
18.9K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
874+ 6.14% |
$94.1K - $105K
|
15.1K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
864+ 3.66% |
$93.1K - $104K
|
24.5K
$2.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
854+ 2.14% |
$92K - $102K
|
40.7K
$4.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
852+ 21.46% |
$91.8K - $102K
|
4.82K
$581K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
851+ 23.0% |
$91.7K - $102K
|
4.55K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
846+ 1.5% |
$91.1K - $101K
|
57.3K
$6.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
828+ 26.14% |
$89.2K - $99.3K
|
4K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
801+ 2.84% |
$86.3K - $96.1K
|
29K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
754+ 6.05% |
$81.2K - $90.4K
|
13.2K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
754+ 5.99% |
$81.2K - $90.4K
|
13.3K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
747+ 0.13% |
$80.5K - $89.6K
|
585K
$70.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
716+ 3.56% |
$77.1K - $85.9K
|
20.8K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$75.4K - $84K
|
700
$84.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
697+ 2.5% |
$75.1K - $83.6K
|
28.6K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
683+ 0.39% |
$73.6K - $81.9K
|
177K
$21.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
676+ 25.7% |
$72.8K - $81.1K
|
3.31K
$399K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
676+ 9.85% |
$72.8K - $81.1K
|
7.54K
$909K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
665+ 7.34% |
$71.6K - $79.8K
|
9.72K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
655+ 5.71% |
$70.6K - $78.6K
|
12.1K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
645+ 0.45% |
$69.5K - $77.4K
|
143K
$17.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
642+ 36.15% |
$69.2K - $77K
|
2.42K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
642New |
$69.2K - $77K
|
642
$77.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
635+ 13.51% |
$68.4K - $76.2K
|
5.34K
$643K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
631New |
$68K - $75.7K
|
631
$76.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
617+ 18.97% |
$66.5K - $74K
|
3.87K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
611+ 19.06% |
$65.8K - $73.3K
|
3.82K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
586+ 8.25% |
$63.1K - $70.3K
|
7.69K
$928K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
582+ 28.96% |
$62.7K - $69.8K
|
2.59K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
577+ 5.28% |
$62.2K - $69.2K
|
11.5K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
550+ 2.48% |
$59.2K - $66K
|
22.7K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
542New |
$58.4K - $65K
|
542
$65.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
539+ 10.95% |
$58.1K - $64.7K
|
5.46K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
534+ 4.42% |
$57.5K - $64.1K
|
12.6K
$1.52M
|