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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.39K+ 14.67% |
$479K - $555K
|
42.1K
$5.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.22K+ 42.95% |
$464K - $538K
|
17.4K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.19K+ 30.39% |
$462K - $535K
|
22.3K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
5.14KNew |
$458K - $530K
|
5.14K
$623K
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
5.04KNew |
$448K - $519K
|
5.04K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.93KNew |
$439K - $509K
|
4.93K
$597K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.91K+ 20.0% |
$437K - $506K
|
29.5K
$3.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
4.82K+ 15.94% |
$429K - $497K
|
35K
$4.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.63K+ 11.31% |
$412K - $477K
|
45.5K
$5.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.59KNew |
$409K - $474K
|
4.59K
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.36K+ 7.23% |
$388K - $449K
|
64.6K
$7.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.33K+ 35.0% |
$385K - $446K
|
16.7K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
4.22KNew |
$376K - $435K
|
4.22K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$355K - $412K
|
4K
$484K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.97K+ 1.42% |
$354K - $410K
|
284K
$34.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
3.9KNew |
$347K - $402K
|
3.9K
$472K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
3.88K+ 3.17% |
$345K - $400K
|
126K
$15.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.6K+ 11.52% |
$320K - $371K
|
34.8K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.57KNew |
$318K - $368K
|
3.57K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.55K+ 100.0% |
$316K - $366K
|
7.11K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.5K+ 22.72% |
$311K - $360K
|
18.9K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.42KNew |
$305K - $353K
|
3.42K
$415K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3.42KNew |
$304K - $352K
|
3.42K
$414K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$300K - $348K
|
3.37K
$408K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.36K+ 44.0% |
$298K - $346K
|
11K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.32K+ 17.1% |
$295K - $342K
|
22.7K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.31KNew |
$294K - $341K
|
3.31K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
BUY
|
- |
3.14K+ 12.77% |
$279K - $324K
|
27.7K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.13K+ 15.33% |
$279K - $323K
|
23.6K
$2.85M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.12K+ 82.84% |
$278K - $322K
|
6.9K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.12K+ 62.04% |
$277K - $321K
|
8.14K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08K+ 33.52% |
$274K - $318K
|
12.3K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.08KNew |
$274K - $318K
|
3.08K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$267K - $309K
|
3K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.92K+ 18.12% |
$260K - $301K
|
19.1K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.91KNew |
$259K - $300K
|
2.91K
$352K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.89K+ 8.9% |
$257K - $298K
|
35.4K
$4.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.88K+ 5.01% |
$257K - $297K
|
60.4K
$7.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
2.82KNew |
$251K - $291K
|
2.82K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.82KNew |
$250K - $290K
|
2.82K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.8KNew |
$249K - $289K
|
2.8K
$339K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.76KNew |
$245K - $284K
|
2.76K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.69K+ 16.51% |
$239K - $277K
|
19K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2.65KNew |
$236K - $274K
|
2.65K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.56K+ 104.4% |
$228K - $264K
|
5.02K
$608K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.52KNew |
$225K - $260K
|
2.52K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.51K+ 7.42% |
$223K - $259K
|
36.4K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.51K+ 3019.28% |
$223K - $258K
|
2.59K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.47K+ 2.09% |
$220K - $255K
|
121K
$14.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.38K+ 7.82% |
$211K - $245K
|
32.8K
$3.97M
|