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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.25% |
$1.08K - $1.2K
|
4K
$493K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10+ 0.18% |
$1.08K - $1.2K
|
5.59K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10+ 0.26% |
$1.08K - $1.2K
|
3.9K
$480K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9+ 0.39% |
$969 - $1.08K
|
2.31K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9+ 0.82% |
$969 - $1.08K
|
1.1K
$136K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
9+ 0.13% |
$969 - $1.08K
|
6.92K
$853K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.24% |
$862 - $960
|
3.3K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
8+ 4.97% |
$862 - $960
|
169
$20.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.09% |
$754 - $840
|
7.56K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.1% |
$754 - $840
|
6.73K
$829K
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
6+ 0.24% |
$646 - $720
|
2.53K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.23% |
$539 - $600
|
2.18K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5+ 0.09% |
$539 - $600
|
5.82K
$717K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5+ 0.03% |
$539 - $600
|
15.3K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.02% |
$539 - $600
|
23.6K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$539 - $600
|
5
$616
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4+ 0.14% |
$431 - $480
|
2.92K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$431 - $480
|
7.87K
$970K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.17% |
$431 - $480
|
2.38K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.04% |
$431 - $480
|
9.9K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 7.69% |
$431 - $480
|
56
$6.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$431 - $480
|
3.83K
$472K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.2% |
$431 - $480
|
2.04K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4+ 0.05% |
$431 - $480
|
7.81K
$963K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.15% |
$431 - $480
|
2.73K
$336K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$431 - $480
|
8.45K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3+ 0.03% |
$323 - $360
|
10.4K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$323 - $360
|
11.4K
$1.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2+ 0.09% |
$215 - $240
|
2.17K
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.37% |
$215 - $240
|
537
$66.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$215 - $240
|
888
$109K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.37% |
$215 - $240
|
543
$66.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.08% |
$215 - $240
|
2.54K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.09% |
$215 - $240
|
2.24K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1+ 0.55% |
$108 - $120
|
183
$22.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 1.04% |
$108 - $120
|
97
$12K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.18% |
$108 - $120
|
561
$69.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$108 - $120
|
9.79K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.03% |
$108 - $120
|
3.03K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$108 - $120
|
118
$14.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1+ 0.01% |
$108 - $120
|
12.1K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.75% |
$108 - $120
|
135
$16.6K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1+ 4.35% |
$108 - $120
|
24
$2.96K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$108 - $120
|
2.27K
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1+ 0.01% |
$108 - $120
|
10.4K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.13% |
$108 - $120
|
792
$97.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.25% |
$108 - $120
|
408
$50.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.47% |
$108 - $120
|
215
$26.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$108 - $120
|
17.7K
$2.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.15% |
$108 - $120
|
676
$83.3K
|