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 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
169+ 0.65% |
$15K - $17.4K
|
26.3K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
164+ 0.23% |
$14.6K - $16.9K
|
71.9K
$8.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
158+ 6.54% |
$14.1K - $16.3K
|
2.58K
$312K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
150+ 2.04% |
$13.3K - $15.5K
|
7.49K
$909K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
148+ 4.82% |
$13.2K - $15.3K
|
3.22K
$390K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
148+ 1.56% |
$13.2K - $15.3K
|
9.64K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
145New |
$12.9K - $14.9K
|
145
$17.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
143New |
$12.7K - $14.7K
|
143
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
135New |
$12K - $13.9K
|
135
$16.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
133+ 1.46% |
$11.8K - $13.7K
|
9.23K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
131+ 1.16% |
$11.7K - $13.5K
|
11.4K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
130+ 1.31% |
$11.6K - $13.4K
|
10K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
127+ 12.15% |
$11.3K - $13.1K
|
1.17K
$142K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
126+ 100.0% |
$11.2K - $13K
|
252
$30.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
121+ 0.23% |
$10.8K - $12.5K
|
52.7K
$6.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
119+ 0.76% |
$10.6K - $12.3K
|
15.8K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
117New |
$10.4K - $12.1K
|
117
$14.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
113+ 0.65% |
$10.1K - $11.7K
|
17.6K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
111+ 0.72% |
$9.88K - $11.4K
|
15.6K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
110+ 1.03% |
$9.79K - $11.3K
|
10.8K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
109+ 2.66% |
$9.7K - $11.2K
|
4.2K
$510K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
103+ 1.96% |
$9.16K - $10.6K
|
5.37K
$651K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
102+ 3.23% |
$9.07K - $10.5K
|
3.26K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
102+ 29.31% |
$9.07K - $10.5K
|
450
$54.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
100+ 0.55% |
$8.9K - $10.3K
|
18.2K
$2.21M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
98New |
$8.72K - $10.1K
|
98
$11.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
96+ 129.73% |
$8.54K - $9.9K
|
170
$20.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
80+ 0.55% |
$7.12K - $8.25K
|
14.6K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77+ 2.6% |
$6.85K - $7.94K
|
3.04K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
75+ 0.3% |
$6.67K - $7.73K
|
25.1K
$3.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
75+ 2.86% |
$6.67K - $7.73K
|
2.69K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
74+ 5.15% |
$6.58K - $7.63K
|
1.51K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
72+ 0.33% |
$6.41K - $7.42K
|
21.7K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
68+ 1.7% |
$6.05K - $7.01K
|
4.07K
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
67+ 1.23% |
$5.96K - $6.91K
|
5.52K
$670K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
65+ 3.51% |
$5.78K - $6.7K
|
1.92K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
65+ 7.77% |
$5.78K - $6.7K
|
902
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
64New |
$5.69K - $6.6K
|
64
$7.76K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
61+ 4.88% |
$5.43K - $6.29K
|
1.31K
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 10.85% |
$5.43K - $6.29K
|
623
$75.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
61New |
$5.43K - $6.29K
|
61
$7.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
60+ 0.26% |
$5.34K - $6.19K
|
23.4K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59+ 0.83% |
$5.25K - $6.08K
|
7.18K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
59+ 1.56% |
$5.25K - $6.08K
|
3.83K
$465K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
59+ 0.76% |
$5.25K - $6.08K
|
7.83K
$950K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
59New |
$5.25K - $6.08K
|
59
$7.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
57New |
$5.07K - $5.88K
|
57
$6.91K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
54+ 0.77% |
$4.8K - $5.57K
|
7.07K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 6.04% |
$4.8K - $5.57K
|
948
$115K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
54+ 0.55% |
$4.8K - $5.57K
|
9.96K
$1.21M
|