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 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$210K - $244K
|
2.36K
$286K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
2.35KNew |
$209K - $243K
|
2.35K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 8.2% |
$208K - $241K
|
30.8K
$3.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.34K+ 51.17% |
$208K - $241K
|
6.9K
$836K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.34K+ 2.53% |
$208K - $241K
|
94.8K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.26KNew |
$201K - $233K
|
2.26K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.25K+ 18.34% |
$201K - $232K
|
14.5K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.24KNew |
$199K - $231K
|
2.24K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
2.23KNew |
$199K - $230K
|
2.23K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23K+ 5.25% |
$198K - $230K
|
44.6K
$5.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
2.23K+ 6.03% |
$198K - $230K
|
39.1K
$4.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.22K+ 4.11% |
$198K - $229K
|
56.2K
$6.8M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.21K+ 6.36% |
$197K - $228K
|
37K
$4.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 8.14% |
$195K - $225K
|
29K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.17KNew |
$193K - $223K
|
2.17K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.16KNew |
$192K - $222K
|
2.16K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.14KNew |
$190K - $221K
|
2.14K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.14KNew |
$190K - $220K
|
2.14K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.13KNew |
$190K - $220K
|
2.13K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.12KNew |
$189K - $219K
|
2.12K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$187K - $217K
|
2.1K
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.1KNew |
$187K - $216K
|
2.1K
$254K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.1K+ 2.27% |
$187K - $216K
|
94.7K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.1K+ 683.06% |
$187K - $216K
|
2.4K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.09KNew |
$186K - $216K
|
2.09K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
2.07KNew |
$184K - $214K
|
2.07K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.06K+ 14.67% |
$183K - $213K
|
16.1K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
2.06KNew |
$183K - $213K
|
2.06K
$250K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.03KNew |
$181K - $210K
|
2.03K
$246K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.03K+ 11.34% |
$181K - $209K
|
19.9K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.03K+ 2.69% |
$181K - $209K
|
77.3K
$9.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.02KNew |
$180K - $208K
|
2.02K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2KNew |
$178K - $206K
|
2K
$242K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
1.96KNew |
$174K - $202K
|
1.96K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.95K+ 35.67% |
$174K - $201K
|
7.42K
$899K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.95KNew |
$173K - $201K
|
1.95K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.8K+ 44.67% |
$160K - $186K
|
5.83K
$706K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
1.79K+ 6.43% |
$159K - $184K
|
29.6K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.68K+ 16.56% |
$149K - $173K
|
11.8K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.6K+ 3.29% |
$142K - $165K
|
50.3K
$6.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.59K+ 54.92% |
$141K - $163K
|
4.47K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.58K+ 0.97% |
$141K - $163K
|
165K
$20M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.57K+ 42.38% |
$140K - $162K
|
5.29K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.55K+ 53.36% |
$138K - $160K
|
4.45K
$539K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.53K+ 6.63% |
$136K - $157K
|
24.5K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.52K+ 11.77% |
$135K - $156K
|
14.4K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.51KNew |
$134K - $156K
|
1.51K
$183K
|