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
Smith, Moore & Co.

Clayton, MO
BUY
 -
197
+ 3.61%
$18.3K - $19.8K
5.65K $689K
Nov 09, 2023 Q3 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
194
+ 6.66%
$18K - $19.5K
3.11K $379K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
184
+ 5.9%
$17.1K - $18.5K
3.3K $403K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
175
New
$16.2K - $17.6K
175 $21.3K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
172
New
$16K - $17.3K
172 $21K
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
169
+ 2.36%
$15.7K - $17K
7.34K $895K
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
168
+ 9.09%
$15.6K - $16.9K
2.02K $246K
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
167
+ 2.41%
$15.5K - $16.8K
7.11K $866K
Nov 08, 2023 Q3 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
163
+ 0.42%
$15.1K - $16.4K
38.9K $4.74M
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

BUY
 -
162
+ 7.39%
$15K - $16.3K
2.36K $287K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
151
+ 4.45%
$14K - $15.2K
3.55K $433K
Oct 17, 2023 Q3 2023
Planning Alternatives LTD

BUY
 -
149
+ 0.56%
$13.8K - $15K
26.8K $3.27M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
147
+ 2.11%
$13.6K - $14.8K
7.11K $867K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
145
+ 4.49%
$13.5K - $14.6K
3.38K $412K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
144
+ 0.83%
$13.4K - $14.5K
17.5K $2.13M
Oct 16, 2023 Q3 2023
Moseley Investment Management Inc

BUY
 -
134
+ 2.54%
$12.4K - $13.5K
5.41K $660K
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
128
+ 0.24%
$11.9K - $12.9K
54K $6.58M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
126
New
$11.7K - $12.7K
126 $15.4K
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
123
+ 3.39%
$11.4K - $12.4K
3.75K $457K
Oct 13, 2023 Q3 2023
Divergent Planning, LLC

BUY
 -
118
+ 2.13%
$10.9K - $11.9K
5.66K $690K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
116
+ 1.12%
$10.8K - $11.7K
10.5K $1.28M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
116
+ 0.26%
$10.8K - $11.7K
44.7K $5.44M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
115
+ 4.59%
$10.7K - $11.6K
2.62K $319K
Oct 30, 2023 Q3 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
115
+ 0.44%
$10.7K - $11.6K
26.2K $3.19M
Nov 14, 2023 Q3 2023
Lake Street Advisors Group, LLC

BUY
 -
105
+ 0.71%
$9.74K - $10.6K
15K $1.83M
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
104
+ 4.76%
$9.65K - $10.5K
2.29K $279K
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
104
+ 2.83%
$9.65K - $10.5K
3.77K $460K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
100
+ 2.61%
$9.28K - $10.1K
3.93K $479K
Oct 16, 2023 Q3 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
99
+ 3.33%
$9.19K - $9.96K
3.07K $374K
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
97
New
$9K - $9.76K
97 $11.8K
Oct 30, 2023 Q3 2023
Pay Pay Securities Corp

Tokyo, M0
BUY
 -
96
+ 82.76%
$8.91K - $9.66K
212 $25.8K
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
95
+ 0.62%
$8.82K - $9.56K
15.5K $1.89M
Nov 02, 2023 Q3 2023
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
89
+ 0.12%
$8.26K - $8.95K
71.7K $8.74M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
88
+ 0.95%
$8.17K - $8.85K
9.36K $1.14M
Oct 10, 2023 Q3 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
82
+ 0.59%
$7.61K - $8.25K
14.1K $1.71M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
81
+ 1.51%
$7.52K - $8.15K
5.46K $665K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
80
+ 0.76%
$7.42K - $8.05K
10.7K $1.3M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
77
+ 2.15%
$7.14K - $7.75K
3.66K $447K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
70
+ 175.0%
$6.5K - $7.04K
110 $13.4K
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
69
+ 0.48%
$6.4K - $6.94K
14.5K $1.77M
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
66
+ 0.65%
$6.12K - $6.64K
10.2K $1.25M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
66
+ 11.24%
$6.12K - $6.64K
653 $79.6K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
65
+ 3.0%
$6.03K - $6.54K
2.23K $272K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
59
+ 1.49%
$5.47K - $5.93K
4.01K $489K
Oct 17, 2023 Q3 2023
Five Oceans Advisors

BUY
 -
57
+ 1.21%
$5.29K - $5.73K
4.77K $581K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
57
+ 26.03%
$5.29K - $5.73K
276 $33.6K
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
57
+ 0.22%
$5.29K - $5.73K
25.5K $3.1M
Nov 13, 2023 Q3 2023
Main Management LLC

San Francisco, CA
BUY
 -
54
+ 1.45%
$5.01K - $5.43K
3.77K $460K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
52
+ 6.62%
$4.83K - $5.23K
837 $102K

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