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 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-689- 20.49% |
$80.7K - $84.8K
|
2.67K
$373K
|
|
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
$2.54M
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-698- 21.35% |
$81.7K - $85.9K
|
2.57K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-728- 0.67% |
$85.2K - $89.6K
|
108K
$15M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-738- 2.52% |
$86.4K - $90.8K
|
28.5K
$3.98M
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-743- 13.3% |
$87K - $91.4K
|
4.84K
$675K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-752- 12.68% |
$88.1K - $92.5K
|
5.18K
$722K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-778- 2.01% |
$91.1K - $95.7K
|
38K
$5.29M
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-786- 3.77% |
$92K - $96.7K
|
20.1K
$2.8M
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-790- 24.65% |
$92.5K - $97.2K
|
2.42K
$337K
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-795- 10.34% |
$93.1K - $97.8K
|
6.9K
$962K
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-801- 9.01% |
$93.8K - $98.6K
|
8.09K
$1.13M
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-807- 2.43% |
$94.5K - $99.3K
|
32.5K
$4.53M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-903- 2.99% |
$106K - $111K
|
29.3K
$4.09M
|
|
Jan 23, 2025
Q4 2024
|
Drystone LLC
|
SELL
|
- |
-911- 12.59% |
$107K - $112K
|
6.32K
$882K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-944- 3.27% |
$111K - $116K
|
27.9K
$3.89M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.02K- 3.28% |
$120K - $126K
|
30.1K
$4.2M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.07K- 7.16% |
$125K - $132K
|
13.9K
$1.93M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 26.84% |
$127K - $134K
|
2.96K
$413K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.1K- 4.7% |
$129K - $136K
|
22.3K
$3.12M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.12K- 25.17% |
$131K - $137K
|
3.32K
$463K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.21K- 2.71% |
$142K - $149K
|
43.6K
$6.08M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.26K- 10.91% |
$147K - $154K
|
10.2K
$1.43M
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.28K- 5.94% |
$150K - $157K
|
20.2K
$2.82M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.29K- 30.72% |
$151K - $158K
|
2.9K
$405K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31K- 42.78% |
$153K - $161K
|
1.75K
$244K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.41K- 36.91% |
$165K - $173K
|
2.4K
$335K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.46K- 19.42% |
$171K - $180K
|
6.06K
$845K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 2.21% |
$177K - $186K
|
66.8K
$9.32M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.53K- 3.22% |
$179K - $188K
|
45.8K
$6.39M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.63K- 5.3% |
$191K - $201K
|
29.2K
$4.07M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.64K- 20.61% |
$192K - $202K
|
6.32K
$881K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 5.5% |
$192K - $202K
|
28.2K
$3.94M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 1.85% |
$199K - $209K
|
90.3K
$12.6M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$27.8M
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 4.05% |
$201K - $211K
|
40.7K
$5.67M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.72K- 23.87% |
$201K - $212K
|
5.49K
$765K
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.74K- 5.38% |
$204K - $214K
|
30.6K
$4.27M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.77K- 1.7% |
$207K - $218K
|
102K
$14.2M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.91K- 13.67% |
$224K - $236K
|
12.1K
$1.69M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.93K- 8.88% |
$226K - $238K
|
19.8K
$2.77M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.99K- 16.13% |
$233K - $245K
|
10.4K
$1.44M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.05K- 20.58% |
$240K - $252K
|
7.9K
$1.1M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 1.93% |
$242K - $254K
|
105K
$14.7M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 4.38% |
$244K - $257K
|
45.6K
$6.36M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-2.15K- 8.24% |
$252K - $264K
|
23.9K
$3.34M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.31K- 7.41% |
$271K - $284K
|
28.9K
$4.03M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.33K- 12.36% |
$273K - $287K
|
16.5K
$2.3M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.42K- 5.28% |
$284K - $298K
|
43.5K
$6.06M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.46K- 5.29% |
$287K - $302K
|
43.9K
$6.13M
|