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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10.6K- 28.59% |
$944K - $1.09M
|
26.5K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-11K- 6.72% |
$976K - $1.13M
|
152K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-11K- 29.27% |
$977K - $1.13M
|
26.5K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11.9K- 16.18% |
$1.06M - $1.23M
|
61.6K
$7.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.7K- 10.0% |
$1.22M - $1.41M
|
123K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13.8K- 7.14% |
$1.23M - $1.42M
|
179K
$21.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-15.7K- 9.46% |
$1.4M - $1.62M
|
151K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-16.7K- 11.94% |
$1.49M - $1.72M
|
123K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.8K- 6.35% |
$1.59M - $1.84M
|
263K
$31.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.5K- 2.61% |
$1.65M - $1.91M
|
692K
$82M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.5K- 3.13% |
$1.65M - $1.91M
|
574K
$68M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.5K- 5.19% |
$1.65M - $1.91M
|
338K
$40.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.1K- 75.07% |
$1.97M - $2.28M
|
7.36K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24K- 42.7% |
$2.14M - $2.48M
|
32.2K
$3.82M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-27K- 7.45% |
$2.4M - $2.79M
|
336K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-32.7K- 23.0% |
$2.91M - $3.37M
|
110K
$13M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-34.4K- 93.31% |
$3.06M - $3.55M
|
2.47K
$293K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-36.7K- 32.46% |
$3.26M - $3.78M
|
76.4K
$9.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.2K- 18.73% |
$4.73M - $5.49M
|
231K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-58.4K- 28.84% |
$5.2M - $6.02M
|
144K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-81.7K- 41.89% |
$7.27M - $8.42M
|
113K
$13.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-88.8K- 29.63% |
$7.9M - $9.15M
|
211K
$25M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-89.8K- 91.63% |
$7.99M - $9.26M
|
8.21K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100K- 40.0% |
$8.9M - $10.3M
|
150K
$17.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-101K- 12.91% |
$8.96M - $10.4M
|
679K
$80.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-103K- 9.16% |
$9.16M - $10.6M
|
1.02M
$121M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-113K- 73.0% |
$10.1M - $11.7M
|
41.8K
$4.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-117K- 95.39% |
$10.4M - $12M
|
5.64K
$668K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-117K- 69.81% |
$10.4M - $12.1M
|
50.6K
$6M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-125K- 16.5% |
$11.1M - $12.9M
|
634K
$75.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-130K- 27.68% |
$11.6M - $13.4M
|
340K
$40.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-208K- 56.9% |
$18.5M - $21.4M
|
157K
$18.7M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-252K- 99.03% |
$22.4M - $26M
|
2.47K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.49M- 83.98% |
$222M - $257M
|
475K
$56.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.04M- 65.27% |
$538M - $623M
|
3.22M
$381M
|