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 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 4.51% |
$3.45M - $3.99M
|
897K
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
38.1K+ 12.79% |
$3.39M - $3.92M
|
336K
$39.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
37.9KNew |
$3.37M - $3.91M
|
37.9K
$4.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
37.1K+ 8.33% |
$3.3M - $3.83M
|
483K
$57.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
36.2KNew |
$3.22M - $3.73M
|
36.2K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7KNew |
$3.08M - $3.57M
|
34.7K
$4.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
34.1KNew |
$3.03M - $3.51M
|
34.1K
$4.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33K+ 16.19% |
$2.94M - $3.41M
|
237K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.2K+ 9.57% |
$2.87M - $3.32M
|
369K
$43.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.7K+ 0.8% |
$2.82M - $3.27M
|
4.02M
$477M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
30.4KNew |
$2.71M - $3.14M
|
30.4K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
27.7K+ 43.83% |
$2.46M - $2.86M
|
90.9K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 5.7% |
$2.39M - $2.77M
|
498K
$59.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.8KNew |
$2.38M - $2.76M
|
26.8K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
26.7KNew |
$2.37M - $2.75M
|
26.7K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
24.6K+ 507.81% |
$2.19M - $2.54M
|
29.5K
$3.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
24.3K+ 759.48% |
$2.16M - $2.51M
|
27.5K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.7K+ 20.19% |
$2.11M - $2.44M
|
141K
$16.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
22.8K+ 902.29% |
$2.03M - $2.36M
|
25.4K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
22.4KNew |
$2M - $2.31M
|
22.4K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
21.8K+ 11.77% |
$1.94M - $2.24M
|
207K
$24.5M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.6K+ 303.99% |
$1.92M - $2.23M
|
28.7K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.6K+ 34.31% |
$1.92M - $2.22M
|
84.4K
$10M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
21.5KNew |
$1.91M - $2.21M
|
21.5K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21.4K+ 37.6% |
$1.91M - $2.21M
|
78.4K
$9.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20.9KNew |
$1.86M - $2.15M
|
20.9K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20.3KNew |
$1.81M - $2.1M
|
20.3K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
19KNew |
$1.69M - $1.96M
|
19K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.5KNew |
$1.65M - $1.91M
|
18.5K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5K+ 37.14% |
$1.64M - $1.9M
|
68.1K
$8.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.7K+ 11.11% |
$1.48M - $1.72M
|
167K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.6K+ 162.19% |
$1.48M - $1.71M
|
26.9K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
16.5K+ 132.11% |
$1.47M - $1.7M
|
29.1K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.2K+ 10.37% |
$1.44M - $1.67M
|
173K
$20.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
16.2K+ 49015.15% |
$1.44M - $1.67M
|
16.2K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Wind River Trust CO
|
BUY
|
- |
15.7K+ 1.99% |
$1.4M - $1.62M
|
806K
$95.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
15.6K+ 111.27% |
$1.39M - $1.61M
|
29.6K
$3.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
15.3KNew |
$1.36M - $1.58M
|
15.3K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.2K+ 595.69% |
$1.35M - $1.57M
|
17.8K
$2.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14.4KNew |
$1.28M - $1.49M
|
14.4K
$1.71M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
14.3KNew |
$1.27M - $1.47M
|
14.3K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14K+ 23.32% |
$1.24M - $1.44M
|
74K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
13.6K+ 8.81% |
$1.21M - $1.4M
|
168K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 31.5% |
$1.2M - $1.4M
|
56.5K
$6.7M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
13.3KNew |
$1.19M - $1.37M
|
13.3K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 0.65% |
$1.16M - $1.34M
|
2.02M
$240M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 8.26% |
$1.1M - $1.28M
|
162K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$1.09M - $1.27M
|
12.3K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
12.2KNew |
$1.08M - $1.26M
|
12.2K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
12K+ 5.41% |
$1.07M - $1.24M
|
235K
$27.8M
|