Purchases and Sales Made in Q4 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 2024. 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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.38M+ 62649.5% |
$279M - $293M
|
2.39M
$289M
|
|
|
Feb 07, 2025
Q4 2024
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.38M+ 11.72% |
$162M - $170M
|
13.2M
$1.6B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.04MNew |
$122M - $128M
|
1.04M
$126M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
974KNew |
$114M - $120M
|
974K
$118M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
740KNew |
$86.7M - $91.1M
|
740K
$89.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
613KNew |
$71.7M - $75.4M
|
613K
$74.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
501KNew |
$58.7M - $61.7M
|
501K
$60.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
454KNew |
$53.2M - $55.9M
|
454K
$55.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
329K+ 955.79% |
$38.6M - $40.5M
|
364K
$44.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
145K+ 46.04% |
$16.9M - $17.8M
|
459K
$55.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
120K+ 2479.57% |
$14M - $14.7M
|
124K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
103KNew |
$12.1M - $12.7M
|
103K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
101K+ 856.71% |
$11.8M - $12.4M
|
113K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.6K+ 2857.5% |
$8.85M - $9.3M
|
78.2K
$9.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
66.4K+ 15.38% |
$7.77M - $8.17M
|
498K
$60.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
64.4K+ 1662.95% |
$7.54M - $7.92M
|
68.2K
$8.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
61K+ 81.57% |
$7.15M - $7.51M
|
136K
$16.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
51.7K+ 4.42% |
$6.05M - $6.36M
|
1.22M
$148M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
49.1K+ 9.03% |
$5.75M - $6.05M
|
593K
$71.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
27.5K+ 9.33% |
$3.22M - $3.39M
|
323K
$39.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26.4KNew |
$3.09M - $3.24M
|
26.4K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
25.2K+ 134.17% |
$2.95M - $3.1M
|
43.9K
$5.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
23.5KNew |
$2.75M - $2.89M
|
23.5K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.4KNew |
$2.74M - $2.88M
|
23.4K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
22.2K+ 250.13% |
$2.6M - $2.74M
|
31.1K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.2K+ 25.39% |
$2.6M - $2.73M
|
109K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
22.1K+ 14.1% |
$2.58M - $2.71M
|
178K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
21.5K+ 12.4% |
$2.52M - $2.64M
|
195K
$23.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.1KNew |
$2.23M - $2.35M
|
19.1K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Bernzott Capital Advisors
|
BUY
|
- |
18.8K+ 83.86% |
$2.2M - $2.31M
|
41.2K
$5M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17.1K+ 3050.27% |
$2M - $2.11M
|
17.7K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
17.1KNew |
$2M - $2.1M
|
17.1K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
16.7KNew |
$1.96M - $2.06M
|
16.7K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
16.4KNew |
$1.92M - $2.02M
|
16.4K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
16.3K+ 6.84% |
$1.91M - $2.01M
|
255K
$31M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
15.8K+ 15.68% |
$1.85M - $1.95M
|
117K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
14.8K+ 25.16% |
$1.73M - $1.82M
|
73.6K
$8.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
14.5KNew |
$1.7M - $1.79M
|
14.5K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.9K+ 31.03% |
$1.63M - $1.72M
|
58.9K
$7.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
13.7KNew |
$1.61M - $1.69M
|
13.7K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
13.7K+ 12.62% |
$1.6M - $1.69M
|
122K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.2K+ 11.17% |
$1.55M - $1.63M
|
132K
$16M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.1KNew |
$1.54M - $1.62M
|
13.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.2K+ 100.12% |
$1.42M - $1.5M
|
24.3K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
11.8K+ 74.25% |
$1.38M - $1.45M
|
27.7K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 5.21% |
$1.3M - $1.36M
|
224K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.8K+ 7.42% |
$1.26M - $1.32M
|
156K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
10.6KNew |
$1.24M - $1.3M
|
10.6K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.5K+ 42.61% |
$1.23M - $1.29M
|
35.1K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
10.4KNew |
$1.22M - $1.28M
|
10.4K
$1.27M
|