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 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-35- 1.27% |
$3.11K - $3.61K
|
2.72K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-39- 0.51% |
$3.47K - $4.02K
|
7.62K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 0.26% |
$3.56K - $4.12K
|
15.6K
$1.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-40- 1.07% |
$3.56K - $4.12K
|
3.69K
$437K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-44- 21.36% |
$3.91K - $4.54K
|
162
$19.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-45- 1.25% |
$4K - $4.64K
|
3.55K
$421K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-46- 0.81% |
$4.09K - $4.74K
|
5.61K
$665K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-47- 0.4% |
$4.18K - $4.85K
|
11.8K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-47- 0.4% |
$4.18K - $4.85K
|
11.8K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-49- 3.4% |
$4.36K - $5.05K
|
1.39K
$165K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-49- 1.21% |
$4.36K - $5.05K
|
4.01K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-50- 0.5% |
$4.45K - $5.16K
|
9.94K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 2.36% |
$4.89K - $5.67K
|
2.28K
$270K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-56- 0.79% |
$4.98K - $5.77K
|
7.05K
$835K
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-57- 2.38% |
$5.07K - $5.88K
|
2.34K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-66- 2.8% |
$5.87K - $6.8K
|
2.29K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-67- 2.22% |
$5.96K - $6.91K
|
2.95K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-70- 1.01% |
$6.23K - $7.22K
|
6.89K
$816K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-74- 3.41% |
$6.58K - $7.63K
|
2.09K
$248K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-81- 2.55% |
$7.21K - $8.35K
|
3.1K
$367K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-82- 0.82% |
$7.3K - $8.45K
|
9.95K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-89- 2.69% |
$7.92K - $9.18K
|
3.22K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-90- 3.41% |
$8.01K - $9.28K
|
2.55K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-92- 1.27% |
$8.19K - $9.49K
|
7.18K
$851K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-95- 1.91% |
$8.45K - $9.79K
|
4.89K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-99- 2.93% |
$8.81K - $10.2K
|
3.28K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-110- 51.89% |
$9.79K - $11.3K
|
102
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-111- 4.12% |
$9.88K - $11.4K
|
2.58K
$306K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-117- 1.1% |
$10.4K - $12.1K
|
10.6K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-123- 0.22% |
$10.9K - $12.7K
|
54.8K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-127- 5.57% |
$11.3K - $13.1K
|
2.15K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-127- 1.02% |
$11.3K - $13.1K
|
12.4K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-130- 3.67% |
$11.6K - $13.4K
|
3.41K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 0.92% |
$11.7K - $13.6K
|
14.2K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-137- 48.41% |
$12.2K - $14.1K
|
146
$17.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-138- 1.09% |
$12.3K - $14.2K
|
12.5K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-139- 2.96% |
$12.4K - $14.3K
|
4.56K
$540K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-141- 0.89% |
$12.5K - $14.5K
|
15.7K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-149- 1.42% |
$13.3K - $15.4K
|
10.3K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-151- 0.39% |
$13.4K - $15.6K
|
38.3K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-153- 0.83% |
$13.6K - $15.8K
|
18.3K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-161- 2.5% |
$14.3K - $16.6K
|
6.29K
$745K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-162- 77.14% |
$14.4K - $16.7K
|
48
$5.69K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-166- 14.13% |
$14.8K - $17.1K
|
1.01K
$120K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-166- 5.94% |
$14.8K - $17.1K
|
2.63K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-169- 1.46% |
$15K - $17.4K
|
11.4K
$1.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-169- 1.46% |
$15K - $17.4K
|
11.4K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-177- 10.53% |
$15.7K - $18.2K
|
1.5K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-178- 3.55% |
$15.8K - $18.4K
|
4.83K
$573K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-184- 4.34% |
$16.4K - $19K
|
4.05K
$480K
|