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 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
523+ 15.99% |
$56.3K - $62.7K
|
3.79K
$457K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
522+ 1.41% |
$56.2K - $62.6K
|
37.6K
$4.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
521+ 2.88% |
$56.1K - $62.5K
|
18.6K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
502+ 2.08% |
$54.1K - $60.2K
|
24.6K
$2.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
482+ 3.43% |
$51.9K - $57.8K
|
14.5K
$1.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
481+ 14.91% |
$51.8K - $57.7K
|
3.71K
$447K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
458+ 9.04% |
$49.3K - $54.9K
|
5.53K
$667K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
438+ 3.21% |
$47.2K - $52.5K
|
14.1K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$45.8K - $51K
|
425
$51.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
417+ 12.32% |
$44.9K - $50K
|
3.8K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
404+ 0.32% |
$43.5K - $48.5K
|
126K
$15.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
386+ 11.58% |
$41.6K - $46.3K
|
3.72K
$448K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
386New |
$41.6K - $46.3K
|
386
$46.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
376+ 0.76% |
$40.5K - $45.1K
|
50K
$6.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
375+ 11.45% |
$40.4K - $45K
|
3.65K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 0.28% |
$40.3K - $44.9K
|
135K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
355+ 10.32% |
$38.2K - $42.6K
|
3.8K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
349+ 1.59% |
$37.6K - $41.9K
|
22.4K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
346+ 0.24% |
$37.3K - $41.5K
|
147K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
335+ 0.16% |
$36.1K - $40.2K
|
209K
$25.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
323New |
$34.8K - $38.7K
|
323
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
321+ 1.11% |
$34.6K - $38.5K
|
29.2K
$3.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
320+ 6.68% |
$34.5K - $38.4K
|
5.11K
$616K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
301+ 2.11% |
$32.4K - $36.1K
|
14.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
293+ 13.99% |
$31.6K - $35.1K
|
2.39K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
285+ 14.17% |
$30.7K - $34.2K
|
2.3K
$277K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
281+ 5.94% |
$30.3K - $33.7K
|
5.01K
$604K
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
281New |
$30.3K - $33.7K
|
281
$33.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
275+ 1.74% |
$29.6K - $33K
|
16.1K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
269+ 3.12% |
$29K - $32.3K
|
8.89K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
254+ 23.01% |
$27.4K - $30.5K
|
1.36K
$164K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
252New |
$27.1K - $30.2K
|
252
$30.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
250+ 1.07% |
$26.9K - $30K
|
23.7K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
241+ 1.54% |
$26K - $28.9K
|
15.9K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
240+ 2.78% |
$25.9K - $28.8K
|
8.86K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
233New |
$25.1K - $28K
|
233
$28.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
232+ 10.57% |
$25K - $27.8K
|
2.43K
$293K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
232+ 9.07% |
$25K - $27.8K
|
2.79K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
230+ 3.32% |
$24.8K - $27.6K
|
7.15K
$862K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
229+ 4.4% |
$24.7K - $27.5K
|
5.43K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
212+ 7.57% |
$22.8K - $25.4K
|
3.01K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
200New |
$21.5K - $24K
|
200
$24.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
193+ 772.0% |
$20.8K - $23.2K
|
218
$26.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
187+ 3.33% |
$20.1K - $22.4K
|
5.8K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
182+ 18.04% |
$19.6K - $21.8K
|
1.19K
$144K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
180+ 1.81% |
$19.4K - $21.6K
|
10.1K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
179+ 0.47% |
$19.3K - $21.5K
|
38.3K
$4.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
178+ 6.7% |
$19.2K - $21.4K
|
2.83K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
177+ 0.53% |
$19.1K - $21.2K
|
33.5K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
172+ 1.66% |
$18.5K - $20.6K
|
10.6K
$1.27M
|