Purchases and Sales Made in Q3 2023 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2023. 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
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
17.5K
+ 3.45%
$1.62M - $1.76M
524K $63.8M
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
17.4K
New
$1.61M - $1.75M
17.4K $2.12M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
17.3K
+ 39.51%
$1.61M - $1.74M
61.1K $7.45M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17.2K
+ 12.73%
$1.6M - $1.73M
153K $18.6M
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
17.2K
New
$1.59M - $1.73M
17.2K $2.09M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
17K
+ 172.49%
$1.58M - $1.71M
26.9K $3.27M
Nov 07, 2023 Q3 2023
Americana Partners, LLC

Houston, TX
BUY
 -
16.7K
New
$1.55M - $1.68M
16.7K $2.04M
Nov 13, 2023 Q3 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
15.5K
+ 89.67%
$1.44M - $1.56M
32.9K $4M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
14.7K
New
$1.36M - $1.48M
14.7K $1.79M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
14.3K
+ 139.16%
$1.33M - $1.44M
24.6K $2.99M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
13.8K
+ 55.47%
$1.28M - $1.39M
38.6K $4.71M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
13.3K
+ 9.32%
$1.24M - $1.34M
157K $19.1M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
13.2K
+ 31.95%
$1.23M - $1.33M
54.6K $6.66M
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
12.4K
+ 2.85%
$1.15M - $1.24M
445K $54.3M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
12.2K
New
$1.13M - $1.23M
12.2K $1.49M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
12K
+ 6.96%
$1.12M - $1.21M
185K $22.5M
Nov 14, 2023 Q3 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
11.8K
+ 429.24%
$1.09M - $1.18M
14.5K $1.77M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
11K
+ 84.88%
$1.02M - $1.11M
24K $2.93M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
10.9K
+ 142.34%
$1.01M - $1.09M
18.5K $2.25M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
9.6K
New
$891K - $966K
9.6K $1.17M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
9.2K
New
$853K - $925K
9.2K $1.12M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
9.05K
+ 2.76%
$839K - $910K
336K $41M
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
8.89K
+ 81.47%
$825K - $894K
19.8K $2.41M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
8.73K
+ 6.12%
$810K - $878K
151K $18.5M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
8.72K
+ 170.56%
$809K - $878K
13.8K $1.69M
Oct 30, 2023 Q3 2023
Trevian Wealth Management LLC

BUY
 -
8.62K
New
$800K - $867K
8.62K $1.05M
Oct 17, 2023 Q3 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
8.3K
+ 2.01%
$770K - $834K
421K $51.3M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
8.02K
+ 6.97%
$744K - $807K
123K $15M
Oct 10, 2023 Q3 2023
Triangle Securities Wealth Management

BUY
 -
7.63K
New
$708K - $767K
7.63K $929K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
7.53K
+ 316.39%
$698K - $757K
9.91K $1.21M
Oct 13, 2023 Q3 2023
Prentice Wealth Management LLC

BUY
 -
7.29K
+ 3.39%
$677K - $734K
223K $27.1M
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
7.14K
New
$662K - $718K
7.14K $870K
Nov 14, 2023 Q3 2023
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
6.52K
New
$605K - $655K
6.52K $794K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
6.48K
+ 4.67%
$601K - $652K
145K $17.7M
Oct 24, 2023 Q3 2023
Simon Quick Advisors, LLC

BUY
 -
6.35K
+ 2.32%
$589K - $638K
280K $34.1M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
6.19K
+ 97.8%
$574K - $623K
12.5K $1.53M
Nov 13, 2023 Q3 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
6.18K
+ 18.38%
$574K - $622K
39.8K $4.86M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
6.12K
+ 11.37%
$568K - $616K
60K $7.31M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
6.12K
+ 15.48%
$568K - $615K
45.6K $5.56M
Oct 16, 2023 Q3 2023
Benchmark Wealth Management, LLC

BUY
 -
6.1K
+ 95.34%
$566K - $613K
12.5K $1.52M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
6.06K
+ 41.2%
$562K - $610K
20.8K $2.53M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
5.79K
+ 1069.32%
$537K - $582K
6.33K $771K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.59K
+ 9.76%
$518K - $562K
62.8K $7.66M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.36K
+ 11.56%
$498K - $539K
51.7K $6.31M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.25K
+ 108.05%
$487K - $528K
10.1K $1.23M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
5.22K
+ 162.16%
$484K - $525K
8.44K $1.03M
Nov 14, 2023 Q3 2023
Vista Wealth Management Group, LLC

BUY
 -
5.04K
+ 32.73%
$468K - $507K
20.4K $2.49M
Nov 13, 2023 Q3 2023
Edgehill Endowment Partners, LLC

BUY
 -
4.97K
+ 0.43%
$462K - $500K
1.17M $142M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
4.94K
+ 10.38%
$458K - $497K
52.5K $6.4M

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