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 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-65- 2.38% |
$7.61K - $8K
|
2.67K
$372K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-66- 4.47% |
$7.73K - $8.12K
|
1.41K
$197K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-69- 2.16% |
$8.08K - $8.49K
|
3.13K
$436K
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-70- 6.34% |
$8.2K - $8.61K
|
1.03K
$144K
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 2.06% |
$8.78K - $9.23K
|
3.57K
$498K
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-77- 0.14% |
$9.02K - $9.48K
|
54.8K
$7.64M
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-80- 5.73% |
$9.37K - $9.85K
|
1.32K
$184K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88- 0.21% |
$10.3K - $10.8K
|
40.9K
$5.7M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-89- 2.48% |
$10.4K - $11K
|
3.5K
$488K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-90- 2.36% |
$10.5K - $11.1K
|
3.72K
$519K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-91- 53.53% |
$10.7K - $11.2K
|
79
$11K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-93- 0.84% |
$10.9K - $11.4K
|
11K
$1.54M
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-95- 76.0% |
$11.1K - $11.7K
|
30
$4.18K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-98- 3.46% |
$11.5K - $12.1K
|
2.73K
$381K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 3.85% |
$11.7K - $12.3K
|
2.5K
$348K
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-102- 1.96% |
$11.9K - $12.6K
|
5.11K
$712K
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-105- 2.7% |
$12.3K - $12.9K
|
3.79K
$529K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-105- 2.1% |
$12.3K - $12.9K
|
4.9K
$684K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 2.67% |
$13.1K - $13.8K
|
4.08K
$569K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-113- 9.24% |
$13.2K - $13.9K
|
1.11K
$155K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-115- 27.12% |
$13.5K - $14.2K
|
309
$43.1K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-117- 7.78% |
$13.7K - $14.4K
|
1.39K
$193K
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-120- 0.32% |
$14.1K - $14.8K
|
36.8K
$5.13M
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-120- 0.85% |
$14.1K - $14.8K
|
14.1K
$1.96M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-124- 1.17% |
$14.5K - $15.3K
|
10.5K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-131- 0.25% |
$15.3K - $16.1K
|
53.3K
$7.43M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-131- 1.19% |
$15.3K - $16.1K
|
10.8K
$1.51M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-140- 0.84% |
$16.4K - $17.2K
|
16.6K
$2.31M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-140- 6.18% |
$16.4K - $17.2K
|
2.13K
$296K
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-143- 5.18% |
$16.7K - $17.6K
|
2.62K
$365K
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-145- 3.02% |
$17K - $17.8K
|
4.65K
$649K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-146- 6.32% |
$17.1K - $18K
|
2.17K
$302K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-150- 0.34% |
$17.6K - $18.5K
|
43.9K
$6.13M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-150- 5.29% |
$17.6K - $18.5K
|
2.68K
$374K
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-152- 5.64% |
$17.8K - $18.7K
|
2.54K
$355K
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-164- 3.36% |
$19.2K - $20.2K
|
4.72K
$659K
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-168- 4.65% |
$19.7K - $20.7K
|
3.45K
$481K
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-172- 1.66% |
$20.1K - $21.2K
|
10.2K
$1.42M
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-183- 3.09% |
$21.4K - $22.5K
|
5.73K
$800K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-187- 1.4% |
$21.9K - $23K
|
13.2K
$1.83M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-195- 5.0% |
$22.8K - $24K
|
3.7K
$516K
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-198- 2.81% |
$23.2K - $24.4K
|
6.84K
$954K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-201- 1.49% |
$23.5K - $24.7K
|
13.3K
$1.86M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-203- 0.83% |
$23.8K - $25K
|
24.3K
$3.39M
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-203- 1.41% |
$23.8K - $25K
|
14.2K
$1.98M
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-204- 0.51% |
$23.9K - $25.1K
|
39.5K
$5.51M
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-204- 2.45% |
$23.9K - $25.1K
|
8.14K
$1.13M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-206- 3.32% |
$24.1K - $25.4K
|
6K
$837K
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-207- 1.83% |
$24.2K - $25.5K
|
11.1K
$1.55M
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-211- 8.33% |
$24.7K - $26K
|
2.32K
$324K
|