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 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-566- 3.12% |
$50.4K - $58.4K
|
17.6K
$2.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-571- 3.1% |
$50.8K - $58.9K
|
17.8K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-580- 1.5% |
$51.6K - $59.8K
|
38K
$4.51M
|
|
|
Jan 17, 2024
Q4 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-594- 0.21% |
$52.8K - $61.2K
|
282K
$33.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-606- 16.06% |
$53.9K - $62.5K
|
3.17K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-618- 8.95% |
$55K - $63.7K
|
6.29K
$745K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-621- 5.17% |
$55.3K - $64K
|
11.4K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-622- 3.9% |
$55.3K - $64.1K
|
15.3K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-625- 15.14% |
$55.6K - $64.4K
|
3.5K
$415K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-629- 0.56% |
$56K - $64.8K
|
111K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-690- 3.52% |
$61.4K - $71.1K
|
18.9K
$2.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-719- 25.14% |
$64K - $74.1K
|
2.14K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-721- 2.21% |
$64.1K - $74.3K
|
31.9K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-799- 3.07% |
$71.1K - $82.4K
|
25.2K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-804- 28.31% |
$71.5K - $82.9K
|
2.04K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-817- 3.18% |
$72.7K - $84.2K
|
24.9K
$2.95M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-835- 7.85% |
$74.3K - $86.1K
|
9.8K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-848- 92.48% |
$75.4K - $87.4K
|
69
$8.18K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-867- 2.58% |
$77.1K - $89.4K
|
32.7K
$3.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-872- 11.44% |
$77.6K - $89.9K
|
6.75K
$800K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-891- 28.43% |
$79.3K - $91.9K
|
2.24K
$266K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-920- 1.63% |
$81.9K - $94.9K
|
55.4K
$6.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-938- 2.57% |
$83.5K - $96.7K
|
35.5K
$4.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-939- 2.8% |
$83.5K - $96.8K
|
32.6K
$3.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-957- 5.57% |
$85.1K - $98.7K
|
16.2K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1K- 0.24% |
$89.1K - $103K
|
420K
$49.8M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.02K- 12.05% |
$90.5K - $105K
|
7.42K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 96.69% |
$93.6K - $108K
|
36
$4.27K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.09K- 37.3% |
$97K - $112K
|
1.83K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.1K- 0.71% |
$98K - $114K
|
155K
$18.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.1K- 8.8% |
$98K - $114K
|
11.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.17K- 1.74% |
$104K - $120K
|
66K
$7.82M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.18K- 13.93% |
$105K - $121K
|
7.27K
$862K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.28K- 2.95% |
$114K - $132K
|
42K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-1.28K- 3.8% |
$114K - $132K
|
32.3K
$3.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.3K- 15.11% |
$116K - $134K
|
7.31K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.36K- 5.09% |
$121K - $140K
|
25.3K
$3M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.39K- 26.71% |
$123K - $143K
|
3.81K
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.4K- 6.58% |
$125K - $144K
|
19.9K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 10.68% |
$125K - $145K
|
11.7K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.55K- 2.17% |
$137K - $159K
|
69.8K
$8.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.66K- 9.52% |
$148K - $171K
|
15.8K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.66K- 1.35% |
$148K - $171K
|
122K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.79K- 35.78% |
$159K - $185K
|
3.21K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.84K- 14.28% |
$164K - $190K
|
11K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.92K- 11.05% |
$170K - $197K
|
15.4K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.07K- 42.49% |
$184K - $213K
|
2.8K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.08K- 1.69% |
$185K - $215K
|
121K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.12K- 93.09% |
$188K - $218K
|
157
$18.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.14K- 1.47% |
$191K - $221K
|
144K
$17M
|