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 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$957K - $1.11M
|
10.8K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
10.6K+ 2.49% |
$941K - $1.09M
|
436K
$51.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 5.53% |
$939K - $1.09M
|
201K
$23.9M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.5KNew |
$935K - $1.08M
|
10.5K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5K+ 52.56% |
$934K - $1.08M
|
30.5K
$3.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
10.4KNew |
$921K - $1.07M
|
10.4K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.3K+ 42.97% |
$918K - $1.06M
|
34.3K
$4.07M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.2K+ 7.05% |
$911K - $1.06M
|
156K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2K+ 19.73% |
$908K - $1.05M
|
61.9K
$7.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
10.2KNew |
$907K - $1.05M
|
10.2K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.08KNew |
$807K - $936K
|
9.08K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
8.7K+ 8.3% |
$774K - $897K
|
114K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.38K+ 5.49% |
$745K - $863K
|
161K
$19.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
8.36K+ 10.73% |
$744K - $862K
|
86.3K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.08K+ 2.85% |
$719K - $833K
|
291K
$34.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.89K+ 12.39% |
$702K - $813K
|
71.5K
$8.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
7.87K+ 202.5% |
$700K - $811K
|
11.8K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.84K+ 54.02% |
$698K - $809K
|
22.4K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
7.81KNew |
$695K - $806K
|
7.81K
$926K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.6KNew |
$676K - $784K
|
7.6K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7.59KNew |
$675K - $783K
|
7.59K
$900K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.55K+ 322.79% |
$672K - $778K
|
9.89K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.3KNew |
$649K - $753K
|
7.3K
$865K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
7.23K+ 39.15% |
$644K - $746K
|
25.7K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.18KNew |
$639K - $741K
|
7.18K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.17K+ 3.08% |
$638K - $739K
|
240K
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.17K+ 17.99% |
$638K - $739K
|
47K
$5.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.04K+ 3.47% |
$626K - $725K
|
210K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.98K+ 89.26% |
$621K - $719K
|
14.8K
$1.75M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
6.85KNew |
$610K - $706K
|
6.85K
$812K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
6.71KNew |
$597K - $691K
|
6.71K
$795K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.67K+ 32.83% |
$593K - $687K
|
27K
$3.2M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.62KNew |
$589K - $683K
|
6.62K
$785K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.57K+ 7.87% |
$585K - $678K
|
90.1K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
6.57KNew |
$585K - $677K
|
6.57K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.53KNew |
$581K - $673K
|
6.53K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
6.46KNew |
$575K - $666K
|
6.46K
$766K
|
|
|
Feb 12, 2024
Q4 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
6.4K+ 57.14% |
$569K - $660K
|
17.6K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
6.35KNew |
$565K - $654K
|
6.35K
$752K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
6.33K+ 45.7% |
$563K - $653K
|
20.2K
$2.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.31K+ 37.75% |
$561K - $650K
|
23K
$2.73M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.14KNew |
$546K - $633K
|
6.14K
$728K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
6.07KNew |
$540K - $626K
|
6.07K
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5.8KNew |
$516K - $597K
|
5.8K
$687K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.76K+ 89.35% |
$513K - $594K
|
12.2K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.66K+ 43.32% |
$503K - $583K
|
18.7K
$2.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.64K+ 24.45% |
$502K - $582K
|
28.7K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.44KNew |
$484K - $561K
|
5.44K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
5.4K+ 12.14% |
$480K - $557K
|
49.9K
$5.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.39K+ 14.67% |
$479K - $555K
|
42.1K
$4.99M
|