Purchases and Sales Made in Q4 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-169- 1.46% |
$15K - $17.4K
|
11.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-169- 1.46% |
$15K - $17.4K
|
11.4K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-177- 10.53% |
$15.7K - $18.2K
|
1.5K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-178- 3.55% |
$15.8K - $18.4K
|
4.83K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-184- 4.34% |
$16.4K - $19K
|
4.05K
$491K
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-186- 1.8% |
$16.5K - $19.2K
|
10.2K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-197- 0.51% |
$17.5K - $20.3K
|
38.5K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-199- 7.89% |
$17.7K - $20.5K
|
2.32K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-200- 5.8% |
$17.8K - $20.6K
|
3.25K
$394K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-221- 9.58% |
$19.7K - $22.8K
|
2.09K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-223- 4.1% |
$19.8K - $23K
|
5.22K
$633K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-232- 1.68% |
$20.6K - $23.9K
|
13.6K
$1.65M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-234- 3.44% |
$20.8K - $24.1K
|
6.57K
$797K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-237- 0.76% |
$21.1K - $24.4K
|
30.8K
$3.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-243- 4.49% |
$21.6K - $25.1K
|
5.17K
$627K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-243- 7.79% |
$21.6K - $25.1K
|
2.88K
$349K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-249- 5.34% |
$22.2K - $25.7K
|
4.42K
$536K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-258- 5.26% |
$23K - $26.6K
|
4.64K
$563K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-269- 73.1% |
$23.9K - $27.7K
|
99
$12K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-284- 4.05% |
$25.3K - $29.3K
|
6.73K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-286- 1.0% |
$25.4K - $29.5K
|
28.3K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-287- 9.86% |
$25.5K - $29.6K
|
2.62K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-300- 3.42% |
$26.7K - $30.9K
|
8.48K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-300- 10.6% |
$26.7K - $30.9K
|
2.53K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-306- 32.59% |
$27.2K - $31.5K
|
633
$76.8K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-313- 2.04% |
$27.8K - $32.3K
|
15K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-316- 0.7% |
$28.1K - $32.6K
|
44.5K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-322- 3.71% |
$28.6K - $33.2K
|
8.36K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-329- 7.58% |
$29.3K - $33.9K
|
4.01K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-344- 13.56% |
$30.6K - $35.5K
|
2.19K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-349- 10.73% |
$31.1K - $36K
|
2.9K
$352K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-350- 6.73% |
$31.1K - $36.1K
|
4.85K
$588K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-351- 4.38% |
$31.2K - $36.2K
|
7.66K
$928K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-351- 4.38% |
$31.2K - $36.2K
|
7.66K
$928K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-371- 1.75% |
$33K - $38.3K
|
20.9K
$2.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-374- 2.15% |
$33.3K - $38.6K
|
17K
$2.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-378- 5.87% |
$33.6K - $39K
|
6.06K
$735K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-383- 3.63% |
$34.1K - $39.5K
|
10.2K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-393- 13.39% |
$35K - $40.5K
|
2.54K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-397- 6.36% |
$35.3K - $40.9K
|
5.84K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-403- 65.53% |
$35.9K - $41.5K
|
212
$25.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-405- 1.07% |
$36K - $41.8K
|
37.3K
$4.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-410- 2.25% |
$36.5K - $42.3K
|
17.8K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-423- 3.92% |
$37.6K - $43.6K
|
10.4K
$1.26M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-432- 2.51% |
$38.4K - $44.5K
|
16.8K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-441- 5.12% |
$39.2K - $45.5K
|
8.17K
$991K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-447- 7.91% |
$39.8K - $46.1K
|
5.2K
$631K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-461- 3.54% |
$41K - $47.5K
|
12.6K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-472- 4.61% |
$42K - $48.7K
|
9.77K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-490- 2.45% |
$43.6K - $50.5K
|
19.5K
$2.36M
|