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 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
68+ 0.17% |
$7.32K - $8.16K
|
39.7K
$4.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
66+ 0.37% |
$7.11K - $7.92K
|
17.8K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
61New |
$6.57K - $7.32K
|
61
$7.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
61+ 8.14% |
$6.57K - $7.32K
|
810
$100K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
60+ 0.23% |
$6.46K - $7.2K
|
26.1K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
57+ 0.56% |
$6.14K - $6.84K
|
10.3K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
BUY
|
- |
55+ 1.62% |
$5.92K - $6.6K
|
3.46K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
54New |
$5.82K - $6.48K
|
54
$6.67K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54+ 8.17% |
$5.82K - $6.48K
|
715
$88.3K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.35% |
$5.82K - $6.48K
|
15.6K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
53+ 2.48% |
$5.71K - $6.36K
|
2.19K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
49+ 1.77% |
$5.28K - $5.88K
|
2.82K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47+ 0.56% |
$5.06K - $5.64K
|
8.48K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.96K - $5.52K
|
46
$5.68K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
45+ 1.16% |
$4.85K - $5.4K
|
3.92K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
44+ 0.9% |
$4.74K - $5.28K
|
4.93K
$608K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
43+ 0.12% |
$4.63K - $5.16K
|
36.8K
$4.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
38+ 1.64% |
$4.09K - $4.56K
|
2.36K
$292K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.6% |
$3.77K - $4.2K
|
5.92K
$731K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
33+ 0.52% |
$3.55K - $3.96K
|
6.4K
$790K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32+ 25.6% |
$3.45K - $3.84K
|
157
$19.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
30+ 5.73% |
$3.23K - $3.6K
|
554
$68.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
25+ 0.2% |
$2.69K - $3K
|
12.7K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.89% |
$2.69K - $3K
|
2.83K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
25+ 0.35% |
$2.69K - $3K
|
7.27K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.1% |
$2.69K - $3K
|
26K
$3.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.24% |
$2.59K - $2.88K
|
10K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
23+ 0.92% |
$2.48K - $2.76K
|
2.53K
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20+ 0.69% |
$2.15K - $2.4K
|
2.93K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 0.23% |
$2.15K - $2.4K
|
8.55K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
18+ 0.35% |
$1.94K - $2.16K
|
5.09K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
18+ 0.35% |
$1.94K - $2.16K
|
5.09K
$629K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18+ 0.9% |
$1.94K - $2.16K
|
2.03K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
15+ 0.34% |
$1.62K - $1.8K
|
4.46K
$551K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
15+ 0.37% |
$1.62K - $1.8K
|
4.06K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15+ 0.13% |
$1.62K - $1.8K
|
11.4K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
14+ 0.35% |
$1.51K - $1.68K
|
4.05K
$500K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 9.63% |
$1.4K - $1.56K
|
148
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.04% |
$1.4K - $1.56K
|
30.5K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 70.59% |
$1.29K - $1.44K
|
29
$3.58K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
12+ 0.01% |
$1.29K - $1.44K
|
159K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11+ 0.06% |
$1.18K - $1.32K
|
17.6K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.11% |
$1.18K - $1.32K
|
9.9K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.25% |
$1.18K - $1.32K
|
4.35K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
11+ 0.4% |
$1.18K - $1.32K
|
2.74K
$338K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.23K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10+ 2.14% |
$1.08K - $1.2K
|
477
$58.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.25% |
$1.08K - $1.2K
|
4K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.18% |
$1.08K - $1.2K
|
5.59K
$690K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10+ 0.26% |
$1.08K - $1.2K
|
3.9K
$481K
|