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 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.25K- 1.42% |
$200K - $232K
|
156K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.38K- 50.66% |
$212K - $246K
|
2.32K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.47K- 5.56% |
$220K - $254K
|
41.9K
$4.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.53K- 0.53% |
$225K - $261K
|
472K
$55.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.54K- 2.76% |
$226K - $261K
|
89.3K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.59K- 34.03% |
$231K - $267K
|
5.03K
$596K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.61K- 0.55% |
$232K - $269K
|
472K
$55.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.63K- 10.1% |
$234K - $271K
|
23.4K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-2.64K- 23.48% |
$235K - $272K
|
8.61K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.74K- 1.81% |
$244K - $283K
|
149K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.76K- 15.28% |
$245K - $284K
|
15.3K
$1.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-2.84K- 22.75% |
$253K - $293K
|
9.65K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2.84K- 4.49% |
$253K - $293K
|
60.5K
$7.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.85K- 2.4% |
$254K - $294K
|
116K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.87K- 3.82% |
$255K - $296K
|
72.2K
$8.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-2.92K- 44.78% |
$260K - $301K
|
3.6K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-2.99K- 1.61% |
$266K - $308K
|
183K
$21.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.02K- 5.3% |
$269K - $311K
|
54K
$6.39M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-3.03K- 76.68% |
$269K - $312K
|
921
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.05K- 37.42% |
$271K - $314K
|
5.1K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.09K- 4.48% |
$275K - $319K
|
65.9K
$7.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-3.1K- 3.03% |
$276K - $320K
|
99.3K
$11.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-3.13K- 9.17% |
$279K - $323K
|
31K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.46K- 8.11% |
$308K - $356K
|
39.2K
$4.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.61K- 6.17% |
$322K - $373K
|
54.9K
$6.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.79K- 0.73% |
$337K - $391K
|
513K
$60.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.93K- 16.24% |
$350K - $405K
|
20.3K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.95K- 7.23% |
$351K - $407K
|
50.7K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.03K- 6.13% |
$358K - $415K
|
61.7K
$7.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.08K- 4.48% |
$363K - $420K
|
86.8K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.15K- 19.99% |
$369K - $428K
|
16.6K
$1.97M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.49K- 9.54% |
$399K - $463K
|
42.5K
$5.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.73K- 57.5% |
$421K - $488K
|
3.5K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.17K- 53.83% |
$460K - $533K
|
4.43K
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.24K- 26.46% |
$466K - $540K
|
14.6K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.74K- 11.62% |
$511K - $592K
|
43.7K
$5.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-5.9K- 1.11% |
$525K - $608K
|
526K
$62.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6K- 11.45% |
$534K - $618K
|
46.4K
$5.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-6.08K- 96.13% |
$541K - $627K
|
245
$29K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.26K- 72.78% |
$557K - $645K
|
2.34K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.93K- 33.36% |
$617K - $714K
|
13.8K
$1.64M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.3K- 18.22% |
$739K - $856K
|
37.3K
$4.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.3K- 18.22% |
$739K - $856K
|
37.3K
$4.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.55K- 4.93% |
$760K - $881K
|
165K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-8.77K- 74.07% |
$780K - $904K
|
3.07K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.87K- 8.9% |
$789K - $915K
|
90.8K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.06K- 17.8% |
$806K - $934K
|
41.8K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.15K- 74.88% |
$814K - $943K
|
3.07K
$364K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-9.85K- 13.05% |
$876K - $1.02M
|
65.6K
$7.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-10.3K- 68.86% |
$917K - $1.06M
|
4.66K
$553K
|