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 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.48K+ 1.78% |
$132K - $153K
|
84.8K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 3.42% |
$128K - $149K
|
43.6K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.36KNew |
$121K - $140K
|
1.36K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
1.33K+ 3.87% |
$118K - $137K
|
35.6K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.29K+ 14.47% |
$115K - $133K
|
10.2K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.29K+ 5.36% |
$115K - $133K
|
25.3K
$3.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.27K+ 0.72% |
$113K - $131K
|
179K
$21.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.26K+ 65.78% |
$112K - $130K
|
3.17K
$384K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 5.63% |
$112K - $129K
|
23.6K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.17K+ 2.59% |
$104K - $120K
|
46.1K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 2.54% |
$103K - $120K
|
46.8K
$5.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.08K+ 6.98% |
$96.4K - $112K
|
16.6K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.07K+ 10.54% |
$95.6K - $111K
|
11.3K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.05KNew |
$93.7K - $109K
|
1.05K
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.03K+ 8.3% |
$92K - $107K
|
13.5K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.01K+ 14.51% |
$89.9K - $104K
|
7.97K
$967K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1K+ 6.48% |
$89K - $103K
|
16.4K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
997+ 22.21% |
$88.7K - $103K
|
5.49K
$665K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
985+ 6.07% |
$87.6K - $102K
|
17.2K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
984+ 67.86% |
$87.5K - $101K
|
2.43K
$295K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
968+ 5.82% |
$86.1K - $99.8K
|
17.6K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
951New |
$84.6K - $98K
|
951
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
942+ 0.56% |
$83.8K - $97.1K
|
169K
$20.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
894+ 86.63% |
$79.5K - $92.2K
|
1.93K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
891+ 6.05% |
$79.3K - $91.9K
|
15.6K
$1.9M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
845+ 4.35% |
$75.2K - $87.1K
|
20.3K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
840New |
$74.7K - $86.6K
|
840
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
837+ 19.71% |
$74.5K - $86.3K
|
5.08K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
834+ 20.79% |
$74.2K - $86K
|
4.85K
$588K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
819New |
$72.9K - $84.4K
|
819
$99.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
800+ 3.06% |
$71.2K - $82.5K
|
26.9K
$3.27M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
798+ 5.47% |
$71K - $82.3K
|
15.4K
$1.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
795+ 37.54% |
$70.7K - $82K
|
2.91K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
786+ 36.29% |
$69.9K - $81K
|
2.95K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
781+ 2.34% |
$69.5K - $80.5K
|
34.1K
$4.13M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
777+ 9.32% |
$69.1K - $80.1K
|
9.12K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
766+ 15.14% |
$68.2K - $79K
|
5.83K
$707K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710+ 47.11% |
$63.2K - $73.2K
|
2.22K
$269K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
709+ 7.02% |
$63.1K - $73.1K
|
10.8K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$62.3K - $72.2K
|
900
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
677+ 10.35% |
$60.2K - $69.8K
|
7.22K
$876K
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
673+ 3.35% |
$59.9K - $69.4K
|
20.7K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
659+ 1.95% |
$58.6K - $67.9K
|
34.5K
$4.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
635+ 8.85% |
$56.5K - $65.5K
|
7.81K
$947K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
631+ 6.24% |
$56.1K - $65.1K
|
10.7K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
628+ 16.75% |
$55.9K - $64.7K
|
4.38K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
628+ 1.76% |
$55.9K - $64.7K
|
36.3K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
620+ 3.83% |
$55.2K - $63.9K
|
16.8K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
597+ 0.74% |
$53.1K - $61.6K
|
81K
$9.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
590+ 78.15% |
$52.5K - $60.8K
|
1.35K
$163K
|