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 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-106- 4.14% |
$11.4K - $12.7K
|
2.45K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-113- 0.88% |
$12.2K - $13.6K
|
12.8K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-114- 0.29% |
$12.3K - $13.7K
|
39.7K
$4.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-117- 5.03% |
$12.6K - $14K
|
2.21K
$262K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-118- 3.16% |
$12.7K - $14.2K
|
3.62K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-119- 1.85% |
$12.8K - $14.3K
|
6.3K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-124- 4.84% |
$13.4K - $14.9K
|
2.44K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-125- 4.97% |
$13.5K - $15K
|
2.39K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-127- 2.01% |
$13.7K - $15.2K
|
6.19K
$733K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-128- 2.46% |
$13.8K - $15.4K
|
5.09K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-130- 3.41% |
$14K - $15.6K
|
3.68K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-136- 0.5% |
$14.6K - $16.3K
|
26.9K
$3.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-138- 17.0% |
$14.9K - $16.6K
|
674
$79.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-140- 1.78% |
$15.1K - $16.8K
|
7.71K
$913K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-143- 50.0% |
$15.4K - $17.2K
|
143
$16.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-145- 4.99% |
$15.6K - $17.4K
|
2.76K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-146- 0.67% |
$15.7K - $17.5K
|
21.8K
$2.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-149- 2.96% |
$16.1K - $17.9K
|
4.89K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 37.5% |
$16.2K - $18K
|
250
$29.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-150- 0.53% |
$16.2K - $18K
|
27.9K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-152- 1.04% |
$16.4K - $18.2K
|
14.4K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-152- 3.71% |
$16.4K - $18.2K
|
3.95K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-152- 1.01% |
$16.4K - $18.2K
|
14.9K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-158- 4.64% |
$17K - $19K
|
3.25K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-160- 1.48% |
$17.2K - $19.2K
|
10.6K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-162- 0.97% |
$17.5K - $19.4K
|
16.6K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-164- 8.86% |
$17.7K - $19.7K
|
1.69K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-166- 8.6% |
$17.9K - $19.9K
|
1.76K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-172- 17.37% |
$18.5K - $20.6K
|
818
$96.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-185- 5.66% |
$19.9K - $22.2K
|
3.08K
$365K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-185- 1.66% |
$19.9K - $22.2K
|
11K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-190- 3.93% |
$20.5K - $22.8K
|
4.64K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-191- 5.39% |
$20.6K - $22.9K
|
3.35K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-194- 1.52% |
$20.9K - $23.3K
|
12.6K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-198- 5.46% |
$21.3K - $23.8K
|
3.43K
$407K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-203- 4.03% |
$21.9K - $24.4K
|
4.83K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-213- 1.5% |
$22.9K - $25.6K
|
14K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-213- 62.46% |
$22.9K - $25.6K
|
128
$15.2K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-214- 6.14% |
$23.1K - $25.7K
|
3.27K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-217- 0.61% |
$23.4K - $26K
|
35.1K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-219- 5.15% |
$23.6K - $26.3K
|
4.04K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-220- 4.65% |
$23.7K - $26.4K
|
4.52K
$535K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-222- 33.38% |
$23.9K - $26.6K
|
443
$52.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-231- 37.56% |
$24.9K - $27.7K
|
384
$45.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-249- 1.0% |
$26.8K - $29.9K
|
24.6K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-263- 7.91% |
$28.3K - $31.5K
|
3.06K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
SELL
|
- |
-263- 1.51% |
$28.3K - $31.5K
|
17.1K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-264- 4.02% |
$28.4K - $31.7K
|
6.3K
$746K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-265- 1.61% |
$28.5K - $31.8K
|
16.2K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-266- 14.85% |
$28.7K - $31.9K
|
1.53K
$181K
|