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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
578+ 14.42% |
$51.4K - $59.6K
|
4.59K
$544K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
559New |
$49.7K - $57.6K
|
559
$66.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
553+ 6.17% |
$49.2K - $57K
|
9.51K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
548New |
$48.8K - $56.5K
|
548
$64.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
526+ 8.32% |
$46.8K - $54.2K
|
6.85K
$812K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
521New |
$46.4K - $53.7K
|
521
$61.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
514+ 139.3% |
$45.7K - $53K
|
883
$105K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
509+ 4.22% |
$45.3K - $52.5K
|
12.6K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
499+ 19.16% |
$44.4K - $51.4K
|
3.1K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
480+ 4.97% |
$42.7K - $49.5K
|
10.1K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
468+ 1.22% |
$41.6K - $48.3K
|
38.7K
$4.59M
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
460+ 4.14% |
$40.9K - $47.4K
|
11.6K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
448+ 1.5% |
$39.9K - $46.2K
|
30.2K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
440+ 1.74% |
$39.1K - $45.4K
|
25.7K
$3.05M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
432New |
$38.4K - $44.5K
|
432
$51.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
419+ 22.88% |
$37.3K - $43.2K
|
2.25K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
415New |
$36.9K - $42.8K
|
415
$49.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
396+ 10.61% |
$35.2K - $40.8K
|
4.13K
$489K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
384+ 20.97% |
$34.2K - $39.6K
|
2.22K
$263K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
379+ 14.18% |
$33.7K - $39.1K
|
3.05K
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
378+ 109.57% |
$33.6K - $39K
|
723
$85.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
378+ 4.04% |
$33.6K - $39K
|
9.74K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
376+ 125.33% |
$33.5K - $38.8K
|
676
$80.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
372+ 3.56% |
$33.1K - $38.4K
|
10.8K
$1.28M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
364+ 7.99% |
$32.4K - $37.5K
|
4.92K
$583K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
362+ 8.44% |
$32.2K - $37.3K
|
4.65K
$551K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
355+ 8.89% |
$31.6K - $36.6K
|
4.35K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
350+ 13.54% |
$31.1K - $36.1K
|
2.93K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
320+ 10.36% |
$28.5K - $33K
|
3.41K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
305+ 0.78% |
$27.1K - $31.4K
|
39.2K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
303+ 5.74% |
$27K - $31.2K
|
5.58K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
300+ 370.37% |
$26.7K - $30.9K
|
381
$45.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
295+ 1735.29% |
$26.2K - $30.4K
|
312
$37K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
293+ 4.49% |
$26.1K - $30.2K
|
6.82K
$809K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
284New |
$25.3K - $29.3K
|
284
$33.7K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
280+ 0.18% |
$24.9K - $28.9K
|
156K
$18.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
277+ 7.03% |
$24.6K - $28.6K
|
4.22K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
275+ 12.33% |
$24.5K - $28.4K
|
2.51K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
255+ 1.34% |
$22.7K - $26.3K
|
19.2K
$2.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
242+ 0.25% |
$21.5K - $25K
|
98.7K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
229+ 0.65% |
$20.4K - $23.6K
|
35.6K
$4.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
226+ 1.28% |
$20.1K - $23.3K
|
17.8K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
211+ 5.31% |
$18.8K - $21.8K
|
4.18K
$496K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
206New |
$18.3K - $21.2K
|
206
$24.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
204+ 2.11% |
$18.1K - $21K
|
9.89K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
199+ 1.76% |
$17.7K - $20.5K
|
11.5K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
180+ 2.15% |
$16K - $18.6K
|
8.56K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
169+ 0.65% |
$15K - $17.4K
|
26.3K
$3.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
164+ 0.23% |
$14.6K - $16.9K
|
71.9K
$8.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
158+ 6.54% |
$14.1K - $16.3K
|
2.58K
$305K
|