Purchases and Sales Made in Q1 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-946- 15.41% |
$95.2K - $105K
|
5.19K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-947- 49.17% |
$95.3K - $105K
|
979
$120K
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-969- 1.35% |
$97.6K - $107K
|
70.9K
$8.66M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.01K- 0.7% |
$102K - $112K
|
143K
$17.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.03K- 23.48% |
$103K - $113K
|
3.34K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.04K- 0.44% |
$105K - $115K
|
236K
$28.8M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.05K- 13.72% |
$106K - $116K
|
6.61K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.05K- 4.16% |
$106K - $116K
|
24.2K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.05K- 20.73% |
$106K - $116K
|
4.03K
$492K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.13K- 22.27% |
$114K - $125K
|
3.95K
$483K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.13K- 2.92% |
$114K - $125K
|
37.6K
$4.59M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.15K- 0.55% |
$116K - $127K
|
210K
$25.6M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 15.47% |
$118K - $129K
|
6.4K
$781K
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.18K- 1.79% |
$118K - $130K
|
64.4K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 2.6% |
$123K - $135K
|
45.6K
$5.57M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.23K- 2.46% |
$124K - $136K
|
48.7K
$5.95M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 32.41% |
$125K - $137K
|
2.59K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.28K- 11.34% |
$129K - $141K
|
9.99K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.29K- 5.1% |
$129K - $142K
|
23.9K
$2.92M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.29K- 9.33% |
$130K - $143K
|
12.6K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-1.42K- 3.98% |
$142K - $156K
|
34.2K
$4.17M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.54K- 8.53% |
$155K - $171K
|
16.6K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 10.07% |
$160K - $175K
|
14.2K
$1.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.6K- 2.65% |
$161K - $177K
|
58.9K
$7.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-1.72K- 0.61% |
$173K - $190K
|
280K
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.81K- 24.6% |
$182K - $200K
|
5.55K
$677K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.83K- 4.37% |
$185K - $203K
|
40.1K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.87K- 3.11% |
$188K - $207K
|
58.2K
$7.11M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.92K- 6.25% |
$194K - $213K
|
28.8K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2K- 2.35% |
$201K - $221K
|
83.2K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.11K- 11.83% |
$212K - $233K
|
15.7K
$1.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.19K- 13.89% |
$220K - $242K
|
13.6K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.25K- 2.94% |
$226K - $248K
|
74.1K
$9.05M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.33K- 30.63% |
$234K - $257K
|
5.27K
$643K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.34K- 46.61% |
$235K - $258K
|
2.68K
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.4K- 9.32% |
$241K - $265K
|
23.3K
$2.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-2.41K- 8.13% |
$242K - $266K
|
27.2K
$3.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-2.42K- 3.24% |
$243K - $267K
|
72.1K
$8.81M
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-2.45K- 12.88% |
$246K - $270K
|
16.6K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.45K- 47.07% |
$247K - $271K
|
2.76K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 24.88% |
$248K - $272K
|
7.44K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.49K- 11.45% |
$250K - $275K
|
19.2K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.51K- 29.11% |
$252K - $277K
|
6.1K
$745K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-2.55K- 58.14% |
$256K - $281K
|
1.83K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-2.62K- 21.52% |
$264K - $290K
|
9.56K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.8K- 6.04% |
$282K - $310K
|
43.6K
$5.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 19.77% |
$283K - $311K
|
11.4K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.09K- 15.26% |
$312K - $342K
|
17.2K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.1K- 7.29% |
$312K - $342K
|
39.4K
$4.81M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 4.3% |
$313K - $343K
|
69.1K
$8.45M
|