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 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-306- 5.34% |
$35.8K - $37.7K
|
5.43K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-316- 43.41% |
$37K - $38.9K
|
412
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-331- 1.88% |
$38.8K - $40.7K
|
17.2K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-335- 5.83% |
$39.2K - $41.2K
|
5.41K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-343- 5.99% |
$40.2K - $42.2K
|
5.38K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-349- 3.31% |
$40.9K - $43K
|
10.2K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-353- 0.43% |
$41.3K - $43.4K
|
82.2K
$9.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-355- 6.55% |
$41.6K - $43.7K
|
5.07K
$587K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-372- 0.79% |
$43.6K - $45.8K
|
46.8K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-382- 6.28% |
$44.7K - $47K
|
5.7K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-385- 2.57% |
$45.1K - $47.4K
|
14.6K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-397- 6.78% |
$46.5K - $48.9K
|
5.46K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-404- 6.87% |
$47.3K - $49.7K
|
5.48K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-440- 2.71% |
$51.5K - $54.2K
|
15.8K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 5.64% |
$51.8K - $54.4K
|
7.39K
$856K
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-450- 0.66% |
$52.7K - $55.4K
|
68.1K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 0.78% |
$55.4K - $58.2K
|
59.9K
$6.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-479- 1.18% |
$56.1K - $59K
|
40.2K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-493- 90.13% |
$57.7K - $60.7K
|
54
$6.25K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.81% |
$58.5K - $61.5K
|
61.4K
$7.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-541- 6.11% |
$63.3K - $66.6K
|
8.32K
$964K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-561- 1.68% |
$65.7K - $69K
|
32.9K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-563- 1.81% |
$65.9K - $69.3K
|
30.5K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-576- 5.93% |
$67.4K - $70.9K
|
9.15K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-592- 2.28% |
$69.3K - $72.9K
|
25.4K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-610- 6.18% |
$71.4K - $75.1K
|
9.26K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-619- 1.85% |
$72.5K - $76.2K
|
32.8K
$3.79M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-627- 7.24% |
$73.4K - $77.2K
|
8.04K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-630- 20.9% |
$73.8K - $77.5K
|
2.38K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-653- 2.34% |
$76.5K - $80.4K
|
27.3K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-661- 5.76% |
$77.4K - $81.3K
|
10.8K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-663- 15.74% |
$77.6K - $81.6K
|
3.55K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.34% |
$78.5K - $82.5K
|
49.3K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-677- 5.36% |
$79.3K - $83.3K
|
11.9K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-688- 5.62% |
$80.6K - $84.7K
|
11.5K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-689- 20.49% |
$80.7K - $84.8K
|
2.67K
$310K
|
|
|
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
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-698- 21.35% |
$81.7K - $85.9K
|
2.57K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-728- 0.67% |
$85.2K - $89.6K
|
108K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-738- 2.52% |
$86.4K - $90.8K
|
28.5K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-743- 13.3% |
$87K - $91.4K
|
4.84K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-752- 12.68% |
$88.1K - $92.5K
|
5.18K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-778- 2.01% |
$91.1K - $95.7K
|
38K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-786- 3.77% |
$92K - $96.7K
|
20.1K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-790- 24.65% |
$92.5K - $97.2K
|
2.42K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-795- 10.34% |
$93.1K - $97.8K
|
6.9K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-801- 9.01% |
$93.8K - $98.6K
|
8.09K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-807- 2.43% |
$94.5K - $99.3K
|
32.5K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-903- 2.99% |
$106K - $111K
|
29.3K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-911- 12.59% |
$107K - $112K
|
6.32K
$732K
|