Institutional Ownership Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT). We have compiled data on the 999 institutions that hold shares in the stock, with a total of 88.8 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
69,851
shares
|
$8.35 Million
0.09% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
69,473
shares
|
$8.3 Million
4.86% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68,995
shares
|
$8.24 Million
0.0% of portfolio
|
Q2 2024
Added 3.06%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
68,556
shares
|
$8.19 Million
5.73% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
68,355
shares
|
$8.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
68,032
shares
|
$8.13 Million
2.49% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
67,504
shares
|
$8.07 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
65,120
shares
|
$7.78 Million
1.19% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
64,579
shares
|
$7.72 Million
0.74% of portfolio
|
Q4 2023
Added 7.23%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
63,700
shares
|
$7.61 Million
3.06% of portfolio
|
Q3 2024
Reduced 20.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
63,206
shares
|
$7.55 Million
0.92% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
63,200
shares
|
$7.55 Million
0.03% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
62,778
shares
|
$7.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
62,590
shares
|
$7.48 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
62,019
shares
|
$7.41 Million
4.7% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
61,879
shares
|
$7.39 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
60,353
shares
|
$7.21 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
59,259
shares
|
$7.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
58,835
shares
|
$7.03 Million
4.16% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
58,815
shares
|
$7.03 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
58,708
shares
|
$7.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
57,594
shares
|
$6.88 Million
0.33% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
57,448
shares
|
$6.87 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
57,258
shares
|
$6.84 Million
0.92% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
54,840
shares
|
$6.55 Million
3.56% of portfolio
|
Q3 2024
Reduced 0.53%
|