Purchases and Sales Made in Q4 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 2024. 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, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-661- 5.76% |
$77.4K - $81.3K
|
10.8K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.34% |
$78.5K - $82.5K
|
49.3K
$5.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-677- 5.36% |
$79.3K - $83.3K
|
11.9K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-689- 20.49% |
$80.7K - $84.8K
|
2.67K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-696- 3.69% |
$81.5K - $85.7K
|
18.2K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-698- 21.35% |
$81.7K - $85.9K
|
2.57K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-752- 12.68% |
$88.1K - $92.5K
|
5.18K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-778- 2.01% |
$91.1K - $95.7K
|
38K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-786- 3.77% |
$92K - $96.7K
|
20.1K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-790- 24.65% |
$92.5K - $97.2K
|
2.42K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-801- 9.01% |
$93.8K - $98.6K
|
8.09K
$981K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-807- 2.43% |
$94.5K - $99.3K
|
32.5K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-903- 2.99% |
$106K - $111K
|
29.3K
$3.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-911- 12.59% |
$107K - $112K
|
6.32K
$767K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-944- 3.27% |
$111K - $116K
|
27.9K
$3.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.02K- 3.28% |
$120K - $126K
|
30.1K
$3.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.07K- 7.16% |
$125K - $132K
|
13.9K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 26.84% |
$127K - $134K
|
2.96K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.1K- 4.7% |
$129K - $136K
|
22.3K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.12K- 25.17% |
$131K - $137K
|
3.32K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.21K- 2.71% |
$142K - $149K
|
43.6K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.26K- 10.91% |
$147K - $154K
|
10.2K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.28K- 5.94% |
$150K - $157K
|
20.2K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.29K- 30.72% |
$151K - $158K
|
2.9K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31K- 42.78% |
$153K - $161K
|
1.75K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.41K- 36.91% |
$165K - $173K
|
2.4K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.53K- 3.22% |
$179K - $188K
|
45.8K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.63K- 5.3% |
$191K - $201K
|
29.2K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.64K- 20.61% |
$192K - $202K
|
6.32K
$766K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 5.5% |
$192K - $202K
|
28.2K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 1.85% |
$199K - $209K
|
90.3K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$24.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 4.05% |
$201K - $211K
|
40.7K
$4.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.72K- 23.87% |
$201K - $212K
|
5.49K
$665K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.74K- 5.38% |
$204K - $214K
|
30.6K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.91K- 13.67% |
$224K - $236K
|
12.1K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.93K- 8.88% |
$226K - $238K
|
19.8K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.05K- 20.58% |
$240K - $252K
|
7.9K
$958K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 1.93% |
$242K - $254K
|
105K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 4.38% |
$244K - $257K
|
45.6K
$5.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-2.15K- 8.24% |
$252K - $264K
|
23.9K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.42K- 5.28% |
$284K - $298K
|
43.5K
$5.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.46K- 5.29% |
$287K - $302K
|
43.9K
$5.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.46K- 23.39% |
$288K - $302K
|
8.04K
$975K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.52K- 10.67% |
$295K - $310K
|
21.1K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.65K- 1.74% |
$310K - $326K
|
150K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 3.01% |
$322K - $338K
|
88.6K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.25K- 20.34% |
$381K - $400K
|
12.7K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 30.92% |
$381K - $400K
|
7.27K
$881K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.28K- 3.52% |
$384K - $403K
|
89.8K
$10.9M
|