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 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-215- 2.51% |
$25.2K - $26.5K
|
8.36K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-222- 3.93% |
$26K - $27.3K
|
5.42K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-223- 1.25% |
$26.1K - $27.4K
|
17.7K
$2.46M
|
|
|
Sep 09, 2025
Q4 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-231- 2.21% |
$27K - $28.4K
|
10.2K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-232- 0.17% |
$27.2K - $28.6K
|
133K
$18.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-237- 1.45% |
$27.8K - $29.2K
|
16.1K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-238- 17.3% |
$27.9K - $29.3K
|
1.14K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-242- 6.4% |
$28.3K - $29.8K
|
3.54K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-253- 11.63% |
$29.6K - $31.1K
|
1.92K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-296- 1.75% |
$34.7K - $36.4K
|
16.7K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-298- 1.99% |
$34.9K - $36.7K
|
14.7K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.84% |
$34.9K - $36.7K
|
10.2K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-305- 2.09% |
$35.7K - $37.5K
|
14.3K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-306- 5.34% |
$35.8K - $37.7K
|
5.43K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-316- 43.41% |
$37K - $38.9K
|
412
$57.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-331- 1.88% |
$38.8K - $40.7K
|
17.2K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-335- 5.83% |
$39.2K - $41.2K
|
5.41K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-343- 5.99% |
$40.2K - $42.2K
|
5.38K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-349- 3.31% |
$40.9K - $43K
|
10.2K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-353- 0.43% |
$41.3K - $43.4K
|
82.2K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-355- 6.55% |
$41.6K - $43.7K
|
5.07K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-372- 0.79% |
$43.6K - $45.8K
|
46.8K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-382- 6.28% |
$44.7K - $47K
|
5.7K
$795K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-385- 2.57% |
$45.1K - $47.4K
|
14.6K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-397- 6.78% |
$46.5K - $48.9K
|
5.46K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-404- 6.87% |
$47.3K - $49.7K
|
5.48K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-440- 2.71% |
$51.5K - $54.2K
|
15.8K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-442- 5.64% |
$51.8K - $54.4K
|
7.39K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-450- 0.66% |
$52.7K - $55.4K
|
68.1K
$9.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 0.78% |
$55.4K - $58.2K
|
59.9K
$8.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-479- 1.18% |
$56.1K - $59K
|
40.2K
$5.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-493- 90.13% |
$57.7K - $60.7K
|
54
$7.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.81% |
$58.5K - $61.5K
|
61.4K
$8.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-541- 6.11% |
$63.3K - $66.6K
|
8.32K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-561- 1.68% |
$65.7K - $69K
|
32.9K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-563- 1.81% |
$65.9K - $69.3K
|
30.5K
$4.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-576- 5.93% |
$67.4K - $70.9K
|
9.15K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-592- 2.28% |
$69.3K - $72.9K
|
25.4K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-610- 6.18% |
$71.4K - $75.1K
|
9.26K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-619- 1.85% |
$72.5K - $76.2K
|
32.8K
$4.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-627- 7.24% |
$73.4K - $77.2K
|
8.04K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-630- 20.9% |
$73.8K - $77.5K
|
2.38K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-653- 2.34% |
$76.5K - $80.4K
|
27.3K
$3.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-661- 5.76% |
$77.4K - $81.3K
|
10.8K
$1.51M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-661- 5.76% |
$77.4K - $81.3K
|
10.8K
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-663- 15.74% |
$77.6K - $81.6K
|
3.55K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.34% |
$78.5K - $82.5K
|
49.3K
$6.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-677- 5.36% |
$79.3K - $83.3K
|
11.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-688- 5.62% |
$80.6K - $84.7K
|
11.5K
$1.61M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-688- 8.93% |
$80.6K - $84.7K
|
7.02K
$978K
|