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 929 institutions that hold shares in the stock, with a total of 86.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.71 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
40,882
shares
|
$4.6 Million
0.11% of portfolio
|
Q1 2024
Added 12.42%
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
40,836
shares
|
$4.6 Million
0.85% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
40,622
shares
|
$4.58 Million
0.2% of portfolio
|
Q1 2024
Added 9.01%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
40,456
shares
|
$4.56 Million
0.12% of portfolio
|
Q3 2023
Added 55.47%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 18, 2024 Q1 2024 |
40,130
shares
|
$4.52 Million
1.15% of portfolio
|
Q1 2024
Reduced 4.37%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
39,917
shares
|
$4.5 Million
0.05% of portfolio
|
Q1 2024
Added 3.75%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
39,613
shares
|
$4.46 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 15, 2024 Q1 2024 |
39,415
shares
|
$4.44 Million
0.84% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
Hall Kathryn A.
San Francisco, CA |
May 13, 2024 Q1 2024 |
39,380
shares
|
$4.44 Million
1.04% of portfolio
|
Q1 2023
Added 14.54%
|
|
Epiq Capital Group, LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
39,344
shares
|
$4.43 Million
1.73% of portfolio
|
Q1 2024
Added 0.39%
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 30, 2024 Q1 2024 |
38,974
shares
|
$4.39 Million
3.74% of portfolio
|
Q1 2024
Added 0.38%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
38,574
shares
|
$4.34 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
38,560
shares
|
$4.34 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Capital International Investors
Los Angeles, CA |
May 14, 2024 Q1 2024 |
38,082
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2024
Added 4.94%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
38,040
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 94.57%
|
|
Baker Ellis Asset Management LLC
|
Apr 17, 2024 Q1 2024 |
37,999
shares
|
$4.28 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Northstar Group, Inc.
|
Apr 17, 2024 Q1 2024 |
37,622
shares
|
$4.24 Million
0.82% of portfolio
|
Q1 2024
Added 0.75%
|
|
Howard Wealth Management, LLC
Madison, CT |
May 06, 2024 Q1 2024 |
37,607
shares
|
$4.24 Million
3.38% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
37,595
shares
|
$4.23 Million
1.03% of portfolio
|
Q1 2024
Reduced 0.89%
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 22, 2024 Q1 2024 |
37,211
shares
|
$4.19 Million
2.8% of portfolio
|
Q1 2024
Added 6.21%
|
|
Heritage Investment Group, Inc.
|
May 02, 2024 Q1 2024 |
37,093
shares
|
$4.18 Million
0.56% of portfolio
|
Q1 2024
Added 4.82%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
36,994
shares
|
$4.17 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.92%
|
|
Ritholtz Wealth Management
|
Apr 24, 2024 Q1 2024 |
35,816
shares
|
$4.03 Million
0.14% of portfolio
|
Q1 2024
Added 0.85%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
35,156
shares
|
$3.96 Million
0.01% of portfolio
|
Q1 2024
Reduced 92.6%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
35,135
shares
|
$3.96 Million
0.37% of portfolio
|
Q1 2024
Reduced 1.19%
|