Purchases and Sales Made in Q4 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Madrone Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.36M+ 769.06% |
$121M - $141M
|
1.54M
$183M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.08M+ 88.69% |
$96.3M - $112M
|
2.3M
$273M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
919K+ 79.63% |
$81.8M - $94.8M
|
2.07M
$246M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
794K+ 68.15% |
$70.6M - $81.9M
|
1.96M
$232M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
710K+ 31.44% |
$63.2M - $73.2M
|
2.97M
$352M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
649K+ 1262.78% |
$57.7M - $66.9M
|
700K
$83M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
596K+ 4031.73% |
$53M - $61.4M
|
611K
$72.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
434K+ 130.56% |
$38.6M - $44.7M
|
766K
$90.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
354K+ 27.99% |
$31.5M - $36.5M
|
1.62M
$192M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
350KNew |
$31.1M - $36.1M
|
350K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
247K+ 6.55% |
$22M - $25.5M
|
4.02M
$477M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
245K+ 2680.99% |
$21.8M - $25.3M
|
254K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
239K+ 14.8% |
$21.3M - $24.7M
|
1.86M
$220M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
235K+ 505.92% |
$20.9M - $24.2M
|
281K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
220KNew |
$19.5M - $22.6M
|
220K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
213K+ 21.24% |
$18.9M - $21.9M
|
1.21M
$144M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
188K+ 91486.83% |
$16.7M - $19.3M
|
188K
$22.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
184K+ 312.42% |
$16.4M - $19M
|
243K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
167KNew |
$14.9M - $17.2M
|
167K
$19.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
165K+ 8.36% |
$14.7M - $17.1M
|
2.14M
$254M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
148K+ 119.37% |
$13.2M - $15.3M
|
272K
$32.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
140KNew |
$12.5M - $14.5M
|
140K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
130KNew |
$11.5M - $13.4M
|
130K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
123K+ 161.88% |
$10.9M - $12.6M
|
198K
$23.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
118KNew |
$10.5M - $12.2M
|
118K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
106KNew |
$9.42M - $10.9M
|
106K
$12.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
105K+ 2693.99% |
$9.38M - $10.9M
|
109K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
101KNew |
$8.99M - $10.4M
|
101K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
101KNew |
$8.96M - $10.4M
|
101K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
100KNew |
$8.9M - $10.3M
|
100K
$11.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.2K+ 27.01% |
$8.47M - $9.81M
|
448K
$53.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
74.5KNew |
$6.63M - $7.68M
|
74.5K
$8.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
68.5K+ 939.93% |
$6.1M - $7.07M
|
75.8K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
68.1K+ 13.0% |
$6.06M - $7.02M
|
592K
$70.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.9K+ 6.76% |
$5.59M - $6.48M
|
993K
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
62K+ 266.98% |
$5.51M - $6.39M
|
85.2K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
61.8K+ 19.67% |
$5.5M - $6.37M
|
376K
$44.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
61.5K+ 7.84% |
$5.47M - $6.34M
|
846K
$100M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.5K+ 14.44% |
$4.94M - $5.72M
|
440K
$52.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50.3K+ 212.44% |
$4.47M - $5.18M
|
74K
$8.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
49.9KNew |
$4.44M - $5.15M
|
49.9K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
49.5K+ 150.75% |
$4.41M - $5.11M
|
82.4K
$9.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.1K+ 2.38% |
$4.1M - $4.75M
|
1.98M
$235M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44.5K+ 65.42% |
$3.96M - $4.59M
|
113K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43KNew |
$3.82M - $4.43M
|
43K
$5.09M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
42.7KNew |
$3.8M - $4.41M
|
42.7K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
41.3KNew |
$3.68M - $4.26M
|
41.3K
$4.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
40.7K+ 35.23% |
$3.62M - $4.2M
|
156K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
40.5KNew |
$3.61M - $4.18M
|
40.5K
$4.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
38.8KNew |
$3.45M - $4M
|
38.8K
$4.6M
|