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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.53K+ 4.38% |
$142K - $154K
|
36.5K
$4.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 6.0% |
$137K - $149K
|
26.1K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.47KNew |
$137K - $148K
|
1.47K
$180K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.4K+ 42.85% |
$130K - $141K
|
4.67K
$569K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.39K+ 9.4% |
$129K - $140K
|
16.1K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.39K+ 54.61% |
$129K - $139K
|
3.92K
$478K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.38K+ 0.46% |
$128K - $139K
|
300K
$36.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.37K+ 9.38% |
$127K - $137K
|
15.9K
$1.94M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.36K+ 57.57% |
$126K - $137K
|
3.71K
$453K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.31K+ 53.48% |
$122K - $132K
|
3.77K
$460K
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.3K+ 21.7% |
$121K - $131K
|
7.29K
$889K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.29K+ 6.88% |
$120K - $130K
|
20.1K
$2.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.29K+ 4.46% |
$120K - $130K
|
30.2K
$3.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.28K+ 12.79% |
$119K - $129K
|
11.3K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.25KNew |
$116K - $126K
|
1.25K
$152K
|
|
|
Oct 11, 2023
Q3 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
1.2K+ 0.23% |
$111K - $121K
|
532K
$64.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.17K+ 2.8% |
$109K - $118K
|
43K
$5.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.15K+ 33.71% |
$107K - $116K
|
4.57K
$556K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.15K+ 23.61% |
$106K - $115K
|
6K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.11K+ 3.04% |
$103K - $111K
|
37.5K
$4.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$101K - $109K
|
1.09K
$133K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.07K+ 11.84% |
$99.4K - $108K
|
10.1K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 2.49% |
$95.1K - $103K
|
42.2K
$5.14M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 12.39% |
$93.5K - $101K
|
9.15K
$1.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
986+ 10.05% |
$91.5K - $99.2K
|
10.8K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
967+ 15.75% |
$89.7K - $97.3K
|
7.11K
$866K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
963+ 5.62% |
$89.4K - $96.9K
|
18.1K
$2.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
950+ 30.84% |
$88.2K - $95.6K
|
4.03K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
931+ 2.85% |
$86.4K - $93.6K
|
33.6K
$4.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
898+ 9.66% |
$83.3K - $90.3K
|
10.2K
$1.24M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
897+ 40.1% |
$83.2K - $90.2K
|
3.13K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
879+ 21.2% |
$81.6K - $88.4K
|
5.03K
$613K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
852+ 473.33% |
$79.1K - $85.7K
|
1.03K
$126K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
848+ 2.27% |
$78.7K - $85.3K
|
38.3K
$4.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
839+ 6.87% |
$77.9K - $84.4K
|
13.1K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
829+ 753.64% |
$76.9K - $83.4K
|
939
$114K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
805+ 5.48% |
$74.7K - $81K
|
15.5K
$1.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
775+ 3.97% |
$71.9K - $78K
|
20.3K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
759+ 35.43% |
$70.4K - $76.3K
|
2.9K
$354K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
751+ 10.35% |
$69.7K - $75.5K
|
8.01K
$976K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
714+ 1.46% |
$66.3K - $71.8K
|
49.6K
$6.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
711+ 21.6% |
$66K - $71.5K
|
4K
$488K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
707+ 3.74% |
$65.6K - $71.1K
|
19.6K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
696+ 1.05% |
$64.6K - $70K
|
67.2K
$8.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
689New |
$63.9K - $69.3K
|
689
$84K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
675+ 2.77% |
$62.6K - $67.9K
|
25K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
672+ 3.0% |
$62.4K - $67.6K
|
23.1K
$2.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
651+ 8.17% |
$60.4K - $65.5K
|
8.62K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
647+ 3.72% |
$60K - $65.1K
|
18K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
646+ 19.43% |
$59.9K - $65K
|
3.97K
$484K
|