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 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-729- 2.89% |
$78.5K - $87.5K
|
24.5K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
SELL
|
- |
-730- 1.86% |
$78.6K - $87.6K
|
38.4K
$4.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-734- 20.5% |
$79.1K - $88.1K
|
2.85K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-755- 14.34% |
$81.3K - $90.6K
|
4.51K
$535K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-771- 8.17% |
$83.1K - $92.5K
|
8.66K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-789- 1.35% |
$85K - $94.6K
|
57.4K
$6.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-805- 7.92% |
$86.7K - $96.6K
|
9.36K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-810- 2.37% |
$87.3K - $97.2K
|
33.4K
$3.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-875- 8.96% |
$94.3K - $105K
|
8.89K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-899- 1.3% |
$96.8K - $108K
|
68K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-916- 0.6% |
$98.7K - $110K
|
152K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-932- 20.74% |
$100K - $112K
|
3.56K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-944- 14.15% |
$102K - $113K
|
5.73K
$679K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-950- 7.4% |
$102K - $114K
|
11.9K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-957- 8.35% |
$103K - $115K
|
10.5K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-970- 2.56% |
$104K - $116K
|
36.9K
$4.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-975- 39.27% |
$105K - $117K
|
1.51K
$179K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-979- 37.86% |
$105K - $117K
|
1.61K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.01K- 12.95% |
$109K - $121K
|
6.8K
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.02K- 26.06% |
$110K - $122K
|
2.89K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.02K- 16.45% |
$110K - $122K
|
5.18K
$614K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.02K- 3.98% |
$110K - $123K
|
24.7K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.06K- 2.54% |
$114K - $127K
|
40.7K
$4.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.06K- 22.14% |
$115K - $128K
|
3.74K
$443K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.11K- 2.67% |
$119K - $133K
|
40.2K
$4.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 3.83% |
$126K - $140K
|
29.3K
$3.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.23K- 7.97% |
$133K - $148K
|
14.2K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.24K- 1.13% |
$134K - $149K
|
109K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.26K- 0.94% |
$136K - $152K
|
133K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.27K- 1.81% |
$136K - $152K
|
68.6K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.35K- 2.97% |
$146K - $162K
|
44.1K
$5.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.36K- 76.27% |
$147K - $164K
|
424
$50.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.39K- 0.15% |
$150K - $167K
|
915K
$108M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.43K- 2.38% |
$154K - $172K
|
58.8K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.56K- 30.55% |
$168K - $187K
|
3.55K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.56K- 16.38% |
$168K - $187K
|
7.98K
$946K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.57K- 16.07% |
$169K - $188K
|
8.19K
$970K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.59K- 16.89% |
$171K - $191K
|
7.83K
$928K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.68K- 8.56% |
$180K - $201K
|
17.9K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.69K- 37.07% |
$182K - $203K
|
2.87K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.71K- 0.71% |
$184K - $205K
|
239K
$28.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.88K- 11.18% |
$202K - $225K
|
14.9K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.93K- 44.89% |
$207K - $231K
|
2.36K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.94K- 87.02% |
$209K - $232K
|
289
$34.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.95K- 3.04% |
$210K - $233K
|
62K
$7.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.96K- 6.78% |
$211K - $235K
|
26.9K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.98K- 8.41% |
$213K - $237K
|
21.5K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 3.99% |
$214K - $238K
|
47.7K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.03K- 1.28% |
$218K - $243K
|
156K
$18.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 3.83% |
$225K - $250K
|
52.4K
$6.21M
|