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 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
50+ 0.74% |
$4.45K - $5.16K
|
6.85K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 0.1% |
$4.09K - $4.74K
|
44.7K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 6.89% |
$4K - $4.64K
|
698
$82.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
42+ 0.79% |
$3.74K - $4.33K
|
5.38K
$638K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
41+ 0.49% |
$3.65K - $4.23K
|
8.41K
$997K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.84% |
$3.56K - $4.12K
|
4.81K
$570K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$4.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
38New |
$3.38K - $3.92K
|
38
$4.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.25% |
$3.2K - $3.71K
|
14.2K
$1.69M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
36+ 1.79% |
$3.2K - $3.71K
|
2.05K
$243K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34+ 0.67% |
$3.02K - $3.51K
|
5.08K
$603K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
34+ 11.18% |
$3.02K - $3.51K
|
338
$40.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31+ 0.78% |
$2.76K - $3.2K
|
4K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.1% |
$2.58K - $2.99K
|
30.5K
$3.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
29+ 0.6% |
$2.58K - $2.99K
|
4.89K
$579K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29+ 1.32% |
$2.58K - $2.99K
|
2.22K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
25+ 0.96% |
$2.22K - $2.58K
|
2.62K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
25+ 0.76% |
$2.22K - $2.58K
|
3.3K
$391K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.7% |
$2.22K - $2.58K
|
3.6K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
24+ 0.25% |
$2.14K - $2.47K
|
9.6K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
23+ 0.35% |
$2.05K - $2.37K
|
6.56K
$777K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
22+ 0.47% |
$1.96K - $2.27K
|
4.74K
$561K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
22+ 0.08% |
$1.96K - $2.27K
|
26.8K
$3.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 0.83% |
$1.87K - $2.17K
|
2.56K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.55% |
$1.87K - $2.17K
|
3.84K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20+ 0.92% |
$1.78K - $2.06K
|
2.21K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
19+ 5.9% |
$1.69K - $1.96K
|
341
$40.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
18+ 0.19% |
$1.6K - $1.86K
|
9.35K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
18+ 0.54% |
$1.6K - $1.86K
|
3.34K
$396K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
17+ 0.52% |
$1.51K - $1.75K
|
3.27K
$388K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
17+ 0.51% |
$1.51K - $1.75K
|
3.38K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
17+ 9.88% |
$1.51K - $1.75K
|
189
$22.4K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17New |
$1.51K - $1.75K
|
17
$2.01K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
17+ 0.08% |
$1.51K - $1.75K
|
22.1K
$2.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
15New |
$1.33K - $1.55K
|
15
$1.78K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
13+ 0.1% |
$1.16K - $1.34K
|
12.7K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
13+ 650.0% |
$1.16K - $1.34K
|
15
$1.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.46% |
$1.07K - $1.24K
|
2.65K
$314K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.51% |
$1.07K - $1.24K
|
2.36K
$280K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11New |
$979 - $1.13K
|
11
$1.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
11+ 0.19% |
$979 - $1.13K
|
5.81K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
10New |
$890 - $1.03K
|
10
$1.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10+ 0.02% |
$890 - $1.03K
|
45.9K
$5.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
10+ 0.65% |
$890 - $1.03K
|
1.54K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.74% |
$801 - $928
|
1.23K
$145K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9+ 0.27% |
$801 - $928
|
3.33K
$395K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
9+ 0.23% |
$801 - $928
|
3.93K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9+ 9.18% |
$801 - $928
|
107
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8+ 0.24% |
$712 - $825
|
3.36K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6+ 0.21% |
$534 - $619
|
2.85K
$338K
|