Purchases and Sales Made in Q4 2024 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
480
+ 21.71%
$56.2K - $59.1K
2.69K $326K
Jan 15, 2025 Q4 2024
Garrett Investment Advisors LLC

BUY
 -
451
+ 4.4%
$52.8K - $55.5K
10.7K $1.3M
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
447
+ 1.36%
$52.3K - $55K
33.3K $4.04M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
447
+ 4.56%
$52.3K - $55K
10.3K $1.24M
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
444
+ 9.76%
$52K - $54.6K
5K $606K
Jan 23, 2025 Q4 2024
Intergy Private Wealth, LLC

BUY
 -
442
+ 0.88%
$51.8K - $54.4K
50.7K $6.15M
Jan 31, 2025 Q4 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
434
+ 23.73%
$50.8K - $53.4K
2.26K $274K
Feb 10, 2025 Q4 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
420
+ 14.33%
$49.2K - $51.7K
3.35K $406K
Jan 29, 2025 Q4 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
414
New
$48.5K - $51K
414 $50.2K
Jan 31, 2025 Q4 2024
Vista Capital Partners, Inc.

BUY
 -
402
+ 7.08%
$47.1K - $49.5K
6.08K $737K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
352
New
$41.2K - $43.3K
352 $42.7K
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
333
+ 17.33%
$39K - $41K
2.25K $273K
Jan 14, 2025 Q4 2024
Moseley Investment Management Inc

BUY
 -
328
+ 5.61%
$38.4K - $40.4K
6.18K $749K
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
327
+ 0.42%
$38.3K - $40.2K
78.4K $9.5M
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
322
New
$37.7K - $39.6K
322 $39.1K
Feb 07, 2025 Q4 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
296
+ 0.74%
$34.7K - $36.4K
40.2K $4.88M
Feb 04, 2025 Q4 2024
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
295
+ 12.35%
$34.5K - $36.3K
2.68K $325K
Jan 31, 2025 Q4 2024
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
294
+ 12.51%
$34.4K - $36.2K
2.65K $321K
Jan 24, 2025 Q4 2024
Nav Point Financial, Inc.

Prior Lake, MN
BUY
 -
282
+ 0.73%
$33K - $34.7K
38.7K $4.7M
Feb 06, 2025 Q4 2024
Washington Trust Advisors, Inc.

BUY
 -
273
+ 379.17%
$32K - $33.6K
345 $41.8K
Jan 16, 2025 Q4 2024
Monterey Private Wealth, Inc.

BUY
 -
271
+ 1.01%
$31.7K - $33.4K
27.2K $3.3M
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
255
+ 2.58%
$29.9K - $31.4K
10.1K $1.23M
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
250
New
$29.3K - $30.8K
250 $30.3K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
250
+ 7.58%
$29.3K - $30.8K
3.55K $430K
Jan 23, 2025 Q4 2024
Verus Financial Partners, Inc.

BUY
 -
236
+ 1.75%
$27.6K - $29K
13.8K $1.67M
Jan 28, 2025 Q4 2024
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
228
New
$26.7K - $28.1K
228 $27.7K
Jan 27, 2025 Q4 2024
Brickley Wealth Management

BUY
 -
223
+ 3.22%
$26.1K - $27.4K
7.15K $867K
Jan 06, 2025 Q4 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
222
+ 5.9%
$26K - $27.3K
3.98K $483K
Feb 07, 2025 Q4 2024
Kendall Capital Management

BUY
 -
219
+ 2.84%
$25.6K - $27K
7.92K $961K
Jan 13, 2025 Q4 2024
New Capital Management LP

BUY
 -
211
+ 2.0%
$24.7K - $26K
10.8K $1.31M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
210
+ 2.81%
$24.6K - $25.8K
7.68K $931K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
188
+ 0.48%
$22K - $23.1K
39.8K $4.82M
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
180
New
$21.1K - $22.2K
180 $21.8K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
164
+ 4.48%
$19.2K - $20.2K
3.83K $464K
Jan 16, 2025 Q4 2024
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
157
+ 0.22%
$18.4K - $19.3K
71.3K $8.64M
Jan 17, 2025 Q4 2024
Red Door Wealth Management, LLC

BUY
 -
149
+ 6.75%
$17.4K - $18.3K
2.36K $286K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
145
+ 0.99%
$17K - $17.8K
14.9K $1.8M
Jan 15, 2025 Q4 2024
Brand Asset Management Group, Inc.

BUY
 -
143
+ 1.33%
$16.7K - $17.6K
10.9K $1.32M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
139
+ 3.44%
$16.3K - $17.1K
4.18K $506K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
135
+ 0.32%
$15.8K - $16.6K
42K $5.09M
Feb 04, 2025 Q4 2024
Lake Street Advisors Group, LLC

BUY
 -
131
+ 0.86%
$15.3K - $16.1K
15.4K $1.87M
Jan 29, 2025 Q4 2024
Balentine LLC

Atlanta, GA
BUY
 -
123
+ 0.7%
$14.4K - $15.1K
17.7K $2.15M
Jan 16, 2025 Q4 2024
Flower City Capital

BUY
 -
121
+ 3.5%
$14.2K - $14.9K
3.58K $434K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
117
+ 0.24%
$13.7K - $14.4K
49.1K $5.95M
Jan 16, 2025 Q4 2024
Divergent Planning, LLC

BUY
 -
113
+ 2.1%
$13.2K - $13.9K
5.5K $667K
Feb 10, 2025 Q4 2024
Curio Wealth, LLC

Annapolis, MD
BUY
 -
110
New
$12.9K - $13.5K
110 $13.3K
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
109
+ 0.49%
$12.8K - $13.4K
22.5K $2.72M
Feb 07, 2025 Q4 2024
Rebalance, LLC

Palo Alto, CA
BUY
 -
105
+ 4.16%
$12.3K - $12.9K
2.63K $319K
Jan 31, 2025 Q4 2024
Abacus Planning Group, Inc.

BUY
 -
104
+ 1.06%
$12.2K - $12.8K
9.9K $1.2M

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