Purchases and Sales Made in Q3 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2024. 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 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-8- 0.22% |
$862 - $960
|
3.66K
$434K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8- 0.18% |
$862 - $960
|
4.43K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-9- 0.04% |
$969 - $1.08K
|
20.9K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.44% |
$1.08K - $1.2K
|
2.27K
$268K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.25% |
$1.08K - $1.2K
|
790
$93.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-12- 0.08% |
$1.29K - $1.44K
|
14.6K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-14- 0.48% |
$1.51K - $1.68K
|
2.89K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-14- 0.74% |
$1.51K - $1.68K
|
1.88K
$222K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-16- 0.74% |
$1.72K - $1.92K
|
2.15K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-16- 0.14% |
$1.72K - $1.92K
|
11.5K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-17- 85.0% |
$1.83K - $2.04K
|
3
$356
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-19- 0.59% |
$2.05K - $2.28K
|
3.21K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.05% |
$2.26K - $2.52K
|
41K
$4.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-22- 1.07% |
$2.37K - $2.64K
|
2.04K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.04% |
$2.59K - $2.88K
|
68.4K
$8.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-25- 1.24% |
$2.69K - $3K
|
1.99K
$235K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-26- 0.66% |
$2.8K - $3.12K
|
3.9K
$462K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-27- 0.63% |
$2.91K - $3.24K
|
4.27K
$505K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-29- 0.1% |
$3.12K - $3.48K
|
30.2K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-30- 0.23% |
$3.23K - $3.6K
|
12.8K
$1.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32- 0.11% |
$3.45K - $3.84K
|
29K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-35- 1.72% |
$3.77K - $4.2K
|
2K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-36- 0.25% |
$3.88K - $4.32K
|
14.2K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-44- 1.59% |
$4.74K - $5.28K
|
2.73K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 66.67% |
$4.74K - $5.28K
|
22
$2.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-45- 1.75% |
$4.85K - $5.4K
|
2.52K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-46- 2.31% |
$4.96K - $5.52K
|
1.95K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.83% |
$5.06K - $5.64K
|
2.53K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-50- 1.02% |
$5.39K - $6K
|
4.86K
$576K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-61- 32.28% |
$6.57K - $7.32K
|
128
$15.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.87% |
$6.57K - $7.32K
|
3.2K
$379K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-71- 1.39% |
$7.65K - $8.52K
|
5.05K
$599K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-73- 5.62% |
$7.86K - $8.76K
|
1.23K
$145K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 2.25% |
$7.97K - $8.88K
|
3.21K
$380K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-76- 0.72% |
$8.19K - $9.12K
|
10.5K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-78- 1.12% |
$8.4K - $9.36K
|
6.89K
$816K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79- 0.45% |
$8.51K - $9.48K
|
17.6K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-84- 2.79% |
$9.05K - $10.1K
|
2.93K
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-84- 3.2% |
$9.05K - $10.1K
|
2.54K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-84- 0.1% |
$9.05K - $10.1K
|
82.5K
$9.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-86- 53.09% |
$9.26K - $10.3K
|
76
$9.01K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-87- 0.53% |
$9.37K - $10.4K
|
16.3K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 2.58% |
$9.59K - $10.7K
|
3.36K
$399K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-91- 1.09% |
$9.8K - $10.9K
|
8.27K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-91- 0.29% |
$9.8K - $10.9K
|
31.1K
$3.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-92- 0.85% |
$9.91K - $11K
|
10.7K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-94- 2.07% |
$10.1K - $11.3K
|
4.44K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-97- 3.4% |
$10.4K - $11.6K
|
2.76K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-98- 0.22% |
$10.6K - $11.8K
|
44.1K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-101- 2.32% |
$10.9K - $12.1K
|
4.25K
$504K
|