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 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
94+ 2.12% |
$11K - $11.6K
|
4.54K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
93+ 1.86% |
$10.9K - $11.4K
|
5.11K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
92New |
$10.8K - $11.3K
|
92
$11.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
87+ 3.12% |
$10.2K - $10.7K
|
2.88K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
84+ 2.36% |
$9.84K - $10.3K
|
3.65K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
83+ 2766.67% |
$9.72K - $10.2K
|
86
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.17% |
$9.72K - $10.2K
|
3.9K
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77+ 0.91% |
$9.02K - $9.48K
|
8.53K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 3.14% |
$8.9K - $9.35K
|
2.49K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
74+ 4.85% |
$8.66K - $9.11K
|
1.6K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
70+ 2.18% |
$8.2K - $8.61K
|
3.28K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70New |
$8.2K - $8.61K
|
70
$8.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 1.07% |
$7.61K - $8K
|
6.13K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
63+ 1.28% |
$7.38K - $7.75K
|
4.99K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.76% |
$7.38K - $7.75K
|
8.33K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
56+ 0.55% |
$6.56K - $6.89K
|
10.2K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
55+ 41.67% |
$6.44K - $6.77K
|
187
$22.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
54+ 0.74% |
$6.32K - $6.65K
|
7.32K
$888K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 2.72% |
$6.21K - $6.52K
|
2K
$243K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
53+ 0.09% |
$6.21K - $6.52K
|
62.1K
$7.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
52+ 0.52% |
$6.09K - $6.4K
|
10.1K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50+ 2.18% |
$5.85K - $6.15K
|
2.34K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
47+ 2.74% |
$5.5K - $5.78K
|
1.76K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
46+ 16.37% |
$5.39K - $5.66K
|
327
$39.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 7.03% |
$5.27K - $5.54K
|
685
$83.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.32% |
$4.8K - $5.05K
|
3.14K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$4.85K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$4.85K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39+ 1.03% |
$4.57K - $4.8K
|
3.84K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.99% |
$4.45K - $4.68K
|
3.87K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
34+ 0.74% |
$3.98K - $4.18K
|
4.66K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
34+ 1.23% |
$3.98K - $4.18K
|
2.79K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
33+ 5.96% |
$3.86K - $4.06K
|
587
$71.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 5.33% |
$3.75K - $3.94K
|
632
$76.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 1.02% |
$3.75K - $3.94K
|
3.18K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
31+ 0.69% |
$3.63K - $3.82K
|
4.49K
$545K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31+ 1.19% |
$3.63K - $3.82K
|
2.64K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
30+ 0.74% |
$3.51K - $3.69K
|
4.09K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.74% |
$3.51K - $3.69K
|
4.08K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$3.28K - $3.45K
|
28
$3.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
27+ 0.07% |
$3.16K - $3.32K
|
36.8K
$4.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
27+ 1.06% |
$3.16K - $3.32K
|
2.57K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
26+ 0.26% |
$3.04K - $3.2K
|
9.95K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
25+ 0.58% |
$2.93K - $3.08K
|
4.3K
$522K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
22+ 0.72% |
$2.58K - $2.71K
|
3.06K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
21+ 0.99% |
$2.46K - $2.58K
|
2.15K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21+ 0.54% |
$2.46K - $2.58K
|
3.91K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
21+ 0.73% |
$2.46K - $2.58K
|
2.91K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
20+ 0.47% |
$2.34K - $2.46K
|
4.29K
$520K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
19+ 0.31% |
$2.22K - $2.34K
|
6.19K
$751K
|