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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.48K- 7.5% |
$408K - $429K
|
42.9K
$5.21M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.7K- 1.03% |
$433K - $455K
|
354K
$42.9M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.98K- 10.2% |
$466K - $490K
|
35K
$4.25M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 13.88% |
$474K - $499K
|
25.1K
$3.05M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.88K- 64.73% |
$572K - $601K
|
2.66K
$323K
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-5.04K- 0.68% |
$590K - $620K
|
741K
$89.9M
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.22K- 95.55% |
$611K - $642K
|
243
$29.5K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-5.25K- 3.58% |
$614K - $646K
|
141K
$17.1M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.26K- 10.05% |
$616K - $647K
|
47.1K
$5.71M
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.41K- 3.94% |
$634K - $666K
|
132K
$16M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.8K- 73.63% |
$679K - $714K
|
2.08K
$252K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.04K- 50.79% |
$707K - $743K
|
5.85K
$710K
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.04K- 5.72% |
$707K - $743K
|
99.6K
$12.1M
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-6.1K- 1.18% |
$714K - $751K
|
513K
$62.2M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.16K- 62.23% |
$722K - $758K
|
3.74K
$454K
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.74K- 65.83% |
$907K - $953K
|
4.02K
$487K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.56K- 16.71% |
$1M - $1.05M
|
42.7K
$5.17M
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-8.57K- 31.87% |
$1M - $1.05M
|
18.3K
$2.22M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.71K- 20.1% |
$1.02M - $1.07M
|
34.6K
$4.2M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.78K- 51.06% |
$1.03M - $1.08M
|
8.42K
$1.02M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-8.87K- 23.14% |
$1.04M - $1.09M
|
29.5K
$3.57M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.16K- 37.1% |
$1.07M - $1.13M
|
15.5K
$1.88M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11K- 2.27% |
$1.29M - $1.35M
|
475K
$57.6M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.6K- 18.56% |
$1.48M - $1.55M
|
55.4K
$6.72M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.1K- 18.14% |
$1.66M - $1.74M
|
63.8K
$7.74M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.7K- 8.44% |
$1.72M - $1.81M
|
159K
$19.3M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15K- 7.11% |
$1.76M - $1.85M
|
197K
$23.8M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-18.1K- 15.99% |
$2.12M - $2.23M
|
95.2K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.6K- 46.19% |
$2.3M - $2.42M
|
22.9K
$2.77M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-20.4K- 4.26% |
$2.39M - $2.51M
|
458K
$55.5M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.6K- 91.82% |
$2.41M - $2.53M
|
1.83K
$222K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-26.1K- 41.04% |
$3.06M - $3.22M
|
37.6K
$4.56M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 5.66% |
$3.32M - $3.49M
|
472K
$57.2M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.5K- 5.11% |
$4.04M - $4.25M
|
641K
$77.7M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-47.9K- 55.49% |
$5.61M - $5.89M
|
38.4K
$4.66M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-48.6K- 34.05% |
$5.69M - $5.98M
|
94.1K
$11.4M
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-50K- 14.91% |
$5.86M - $6.16M
|
285K
$34.6M
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-70.9K- 16.06% |
$8.3M - $8.73M
|
371K
$44.9M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-882K- 36.62% |
$103M - $109M
|
1.53M
$185M
|