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 15, 2023 Q3 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
613
+ 2270.37%
$56.9K - $61.7K
640 $78K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
584
+ 12.48%
$54.2K - $58.7K
5.26K $642K
Oct 19, 2023 Q3 2023
Northstar Group, Inc.

BUY
 -
580
+ 1.56%
$53.8K - $58.3K
37.7K $4.6M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
574
+ 9.64%
$53.3K - $57.7K
6.53K $796K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
553
+ 8.42%
$51.3K - $55.6K
7.12K $868K
Nov 08, 2023 Q3 2023
Astoria Strategic Wealth, Inc.

BUY
 -
539
+ 3.16%
$50K - $54.2K
17.6K $2.15M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
529
+ 11.67%
$49.1K - $53.2K
5.06K $617K
Nov 01, 2023 Q3 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
515
+ 0.31%
$47.8K - $51.8K
168K $20.5M
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
496
+ 21.16%
$46K - $49.9K
2.84K $346K
Nov 01, 2023 Q3 2023
Db Fitzpatrick & Co, Inc

BUY
 -
476
+ 13.96%
$44.2K - $47.9K
3.89K $474K
Oct 23, 2023 Q3 2023
Bernzott Capital Advisors

BUY
 -
450
+ 1.86%
$41.8K - $45.3K
24.6K $3M
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
443
+ 5.67%
$41.1K - $44.6K
8.26K $1.01M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
424
+ 10.43%
$39.3K - $42.7K
4.49K $547K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
420
+ 5.14%
$39K - $42.2K
8.59K $1.05M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
410
+ 28.85%
$38K - $41.2K
1.83K $223K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
410
+ 6.69%
$38K - $41.2K
6.54K $797K
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
409
+ 16.51%
$38K - $41.1K
2.89K $352K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
407
+ 28.58%
$37.8K - $40.9K
1.83K $223K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
BUY
 -
400
+ 40000.0%
$37.1K - $40.2K
401 $48.9K
Nov 03, 2023 Q3 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
390
+ 3.17%
$36.2K - $39.2K
12.7K $1.55M
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
375
+ 4.82%
$34.8K - $37.7K
8.16K $995K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
375
+ 8.68%
$34.8K - $37.7K
4.7K $573K
Nov 09, 2023 Q3 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
367
+ 4.8%
$34.1K - $36.9K
8.01K $976K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
366
+ 3.94%
$34K - $36.8K
9.67K $1.18M
Oct 23, 2023 Q3 2023
Trellis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
339
+ 3.39%
$31.5K - $34.1K
10.3K $1.26M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
336
+ 7.57%
$31.2K - $33.8K
4.78K $582K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
316
New
$29.3K - $31.8K
316 $38.5K
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
308
+ 10.11%
$28.6K - $31K
3.35K $409K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
307
+ 0.8%
$28.5K - $30.9K
38.7K $4.71M
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
307
New
$28.5K - $30.9K
307 $37.4K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
296
New
$27.5K - $29.8K
296 $36.1K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
288
+ 1.51%
$26.7K - $29K
19.4K $2.36M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
285
+ 3.78%
$26.4K - $28.7K
7.82K $953K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
284
+ 13.31%
$26.4K - $28.6K
2.42K $295K
Oct 05, 2023 Q3 2023
Lbmc Investment Advisors, LLC

BUY
 -
276
+ 1.91%
$25.6K - $27.8K
14.7K $1.8M
Nov 06, 2023 Q3 2023
Sterling Investment Advisors, Ltd.

BUY
 -
275
+ 11.91%
$25.5K - $27.7K
2.58K $315K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
271
+ 7.64%
$25.1K - $27.3K
3.82K $466K
Oct 19, 2023 Q3 2023
West End Advisors, LLC

BUY
 -
269
+ 7.73%
$25K - $27.1K
3.75K $457K
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
262
+ 12.55%
$24.3K - $26.4K
2.35K $286K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
259
+ 0.21%
$24K - $26.1K
122K $14.9M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
251
+ 1.07%
$23.3K - $25.2K
23.7K $2.89M
Oct 24, 2023 Q3 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
249
+ 2.04%
$23.1K - $25K
12.5K $1.52M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
239
+ 4.57%
$22.2K - $24K
5.47K $667K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
228
+ 9.04%
$21.2K - $22.9K
2.75K $335K
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
224
+ 8.72%
$20.8K - $22.5K
2.79K $340K
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
220
+ 0.14%
$20.4K - $22.1K
156K $19M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
213
+ 1.51%
$19.8K - $21.4K
14.3K $1.75M
Nov 13, 2023 Q3 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
201
+ 1.82%
$18.7K - $20.2K
11.3K $1.37M
Oct 23, 2023 Q3 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
200
New
$18.6K - $20.1K
200 $24.4K

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