Purchases and Sales Made in Q3 2023 in Vanguard Total World Stk Index (VT)
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 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.79K+ 3.13% |
$445K - $482K
|
158K
$19.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.71KNew |
$437K - $474K
|
4.71K
$575K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
4.55KNew |
$422K - $458K
|
4.55K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.41K+ 135.71% |
$409K - $443K
|
7.66K
$933K
|
|
|
Nov 13, 2023
Q3 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
4.35K+ 63.5% |
$404K - $438K
|
11.2K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.25KNew |
$394K - $427K
|
4.25K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.25KNew |
$394K - $427K
|
4.25K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
4.24K+ 40.27% |
$394K - $427K
|
14.8K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.2KNew |
$390K - $423K
|
4.2K
$512K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4.03K+ 40300.0% |
$374K - $405K
|
4.04K
$492K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.91KNew |
$363K - $394K
|
3.91K
$477K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.91K+ 7.67% |
$363K - $394K
|
54.9K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.81K+ 18.82% |
$353K - $383K
|
24K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
BUY
|
- |
3.69K+ 12.07% |
$342K - $371K
|
34.2K
$4.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.58K+ 23.23% |
$332K - $360K
|
19K
$2.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.58K+ 28.12% |
$332K - $360K
|
16.3K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.55KNew |
$330K - $357K
|
3.55K
$433K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.39K+ 2.95% |
$315K - $341K
|
118K
$14.4M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3.32KNew |
$308K - $334K
|
3.32K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.32K+ 57.38% |
$308K - $334K
|
9.1K
$1.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.29KNew |
$305K - $331K
|
3.29K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
3.26K+ 3.21% |
$302K - $328K
|
105K
$12.8M
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.25K+ 10.31% |
$301K - $327K
|
34.7K
$4.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
3.2KNew |
$297K - $322K
|
3.2K
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.17K+ 3.95% |
$294K - $319K
|
83.4K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3.07K+ 9.43% |
$285K - $309K
|
35.7K
$4.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.03K+ 7.25% |
$281K - $305K
|
44.8K
$5.47M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3K+ 18.5% |
$279K - $302K
|
19.2K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3K+ 5.24% |
$278K - $302K
|
60.2K
$7.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.98K+ 19.98% |
$277K - $300K
|
17.9K
$2.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.92KNew |
$271K - $294K
|
2.92K
$356K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.8K+ 19.61% |
$260K - $282K
|
17.1K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.69K+ 29.42% |
$250K - $271K
|
11.8K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.64KNew |
$245K - $265K
|
2.64K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.56K+ 26.77% |
$238K - $258K
|
12.1K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.53KNew |
$235K - $255K
|
2.53K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.43K+ 2.69% |
$225K - $244K
|
92.6K
$11.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
2.41K+ 50.63% |
$224K - $243K
|
7.17K
$874K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.39K+ 1.62% |
$222K - $241K
|
150K
$18.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.25KNew |
$209K - $226K
|
2.25K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.18K+ 1.24% |
$203K - $220K
|
178K
$21.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
2.17K+ 14.97% |
$201K - $218K
|
16.6K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.04K+ 32.96% |
$189K - $205K
|
8.23K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 6.05% |
$179K - $194K
|
33.9K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.91K+ 90.73% |
$177K - $192K
|
4.01K
$489K
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.79K+ 6.43% |
$166K - $180K
|
29.6K
$3.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.67K+ 4.73% |
$154K - $167K
|
36.9K
$4.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.6K+ 1.18% |
$149K - $161K
|
137K
$16.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1.6K+ 9.47% |
$148K - $161K
|
18.5K
$2.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.59K+ 3.71% |
$148K - $160K
|
44.5K
$5.42M
|