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
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-115- 27.12% |
$13.5K - $14.2K
|
309
$37.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-117- 7.78% |
$13.7K - $14.4K
|
1.39K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-120- 0.32% |
$14.1K - $14.8K
|
36.8K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-124- 1.17% |
$14.5K - $15.3K
|
10.5K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-131- 1.19% |
$15.3K - $16.1K
|
10.8K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-140- 0.84% |
$16.4K - $17.2K
|
16.6K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-145- 3.02% |
$17K - $17.8K
|
4.65K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-146- 6.32% |
$17.1K - $18K
|
2.17K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-150- 5.29% |
$17.6K - $18.5K
|
2.68K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-152- 5.64% |
$17.8K - $18.7K
|
2.54K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-164- 3.36% |
$19.2K - $20.2K
|
4.72K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-168- 4.65% |
$19.7K - $20.7K
|
3.45K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-172- 1.66% |
$20.1K - $21.2K
|
10.2K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-183- 3.09% |
$21.4K - $22.5K
|
5.73K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-187- 1.4% |
$21.9K - $23K
|
13.2K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-195- 5.0% |
$22.8K - $24K
|
3.7K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-198- 2.81% |
$23.2K - $24.4K
|
6.84K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-201- 1.49% |
$23.5K - $24.7K
|
13.3K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-203- 1.41% |
$23.8K - $25K
|
14.2K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-203- 0.83% |
$23.8K - $25K
|
24.3K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-204- 0.51% |
$23.9K - $25.1K
|
39.5K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-204- 2.45% |
$23.9K - $25.1K
|
8.14K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-206- 3.32% |
$24.1K - $25.4K
|
6K
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-207- 1.83% |
$24.2K - $25.5K
|
11.1K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-211- 8.33% |
$24.7K - $26K
|
2.32K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-215- 2.51% |
$25.2K - $26.5K
|
8.36K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-223- 1.25% |
$26.1K - $27.4K
|
17.7K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-237- 1.45% |
$27.8K - $29.2K
|
16.1K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-296- 1.75% |
$34.7K - $36.4K
|
16.7K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.84% |
$34.9K - $36.7K
|
10.2K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-298- 1.99% |
$34.9K - $36.7K
|
14.7K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-305- 2.09% |
$35.7K - $37.5K
|
14.3K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-335- 5.83% |
$39.2K - $41.2K
|
5.41K
$656K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-343- 5.99% |
$40.2K - $42.2K
|
5.38K
$653K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-349- 3.31% |
$40.9K - $43K
|
10.2K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-372- 0.79% |
$43.6K - $45.8K
|
46.8K
$5.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-440- 2.71% |
$51.5K - $54.2K
|
15.8K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-450- 0.66% |
$52.7K - $55.4K
|
68.1K
$8.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 0.78% |
$55.4K - $58.2K
|
59.9K
$7.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-479- 1.18% |
$56.1K - $59K
|
40.2K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-493- 90.13% |
$57.7K - $60.7K
|
54
$6.55K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.81% |
$58.5K - $61.5K
|
61.4K
$7.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-541- 6.11% |
$63.3K - $66.6K
|
8.32K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-561- 1.68% |
$65.7K - $69K
|
32.9K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-576- 5.93% |
$67.4K - $70.9K
|
9.15K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-592- 2.28% |
$69.3K - $72.9K
|
25.4K
$3.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-610- 6.18% |
$71.4K - $75.1K
|
9.26K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-619- 1.85% |
$72.5K - $76.2K
|
32.8K
$3.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-627- 7.24% |
$73.4K - $77.2K
|
8.04K
$975K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-630- 20.9% |
$73.8K - $77.5K
|
2.38K
$289K
|