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
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.54K+ 6.77% |
$180K - $189K
|
24.2K
$2.94M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.51K+ 1.67% |
$177K - $186K
|
92.1K
$11.2M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.47K+ 1.26% |
$172K - $181K
|
118K
$14.3M
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
1.42K+ 0.9% |
$167K - $175K
|
161K
$19.5M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 63.88% |
$165K - $173K
|
3.61K
$438K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.4KNew |
$164K - $172K
|
1.4K
$170K
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.38K+ 78.36% |
$161K - $169K
|
3.13K
$380K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.35K+ 3.85% |
$158K - $166K
|
36.5K
$4.42M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.35K+ 9.48% |
$158K - $166K
|
15.6K
$1.89M
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.33K+ 60.03% |
$155K - $163K
|
3.54K
$429K
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.31K+ 2.91% |
$154K - $161K
|
46.5K
$5.64M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.3K+ 5.91% |
$152K - $160K
|
23.3K
$2.82M
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.29KNew |
$151K - $159K
|
1.29K
$157K
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
1.24K+ 3.46% |
$145K - $152K
|
37K
$4.48M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.19K+ 14.85% |
$139K - $146K
|
9.17K
$1.11M
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.15K+ 4.51% |
$134K - $141K
|
26.6K
$3.22M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.13K+ 5.23% |
$132K - $139K
|
22.7K
$2.75M
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.1K+ 7.58% |
$129K - $136K
|
15.6K
$1.9M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.09K+ 1808.33% |
$127K - $134K
|
1.15K
$139K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.08KNew |
$127K - $133K
|
1.08K
$131K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.08K+ 537.5% |
$126K - $132K
|
1.28K
$155K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$128K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.05KNew |
$123K - $129K
|
1.05K
$127K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 48.34% |
$121K - $128K
|
3.18K
$386K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
965+ 24.44% |
$113K - $119K
|
4.91K
$596K
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
897+ 7.85% |
$105K - $110K
|
12.3K
$1.5M
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
873New |
$102K - $107K
|
873
$106K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
837+ 19.24% |
$98K - $103K
|
5.19K
$629K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
818New |
$95.8K - $101K
|
818
$99.2K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
817+ 9.64% |
$95.7K - $101K
|
9.3K
$1.13M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
764+ 4.6% |
$89.5K - $94K
|
17.4K
$2.11M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
752+ 5.98% |
$88.1K - $92.5K
|
13.3K
$1.62M
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
721+ 5.13% |
$84.4K - $88.7K
|
14.8K
$1.79M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
716+ 0.53% |
$83.8K - $88.1K
|
135K
$16.4M
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
703+ 2.69% |
$82.3K - $86.5K
|
26.8K
$3.26M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
681+ 46.58% |
$79.7K - $83.8K
|
2.14K
$260K
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
630New |
$73.8K - $77.5K
|
630
$76.4K
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
565+ 11.02% |
$66.2K - $69.5K
|
5.69K
$691K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
564+ 0.45% |
$66K - $69.4K
|
125K
$15.2M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
547+ 14.98% |
$64K - $67.3K
|
4.2K
$509K
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
526+ 1.84% |
$61.6K - $64.7K
|
29.1K
$3.53M
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
525+ 22.24% |
$61.5K - $64.6K
|
2.89K
$350K
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
522+ 3.24% |
$61.1K - $64.2K
|
16.6K
$2.02M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
521+ 1.52% |
$61K - $64.1K
|
34.8K
$4.22M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$62.9K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
518+ 23.65% |
$60.7K - $63.8K
|
2.71K
$328K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 257.5% |
$60.3K - $63.4K
|
715
$86.7K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510New |
$59.7K - $62.8K
|
510
$61.9K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
503+ 4.73% |
$58.9K - $61.9K
|
11.1K
$1.35M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
480+ 6.71% |
$56.2K - $59.1K
|
7.63K
$925K
|