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 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4+ 0.62% |
$468 - $492
|
646
$77.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.02% |
$468 - $492
|
17.7K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 10.26% |
$468 - $492
|
43
$5.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 7.14% |
$468 - $492
|
60
$7.23K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.06% |
$468 - $492
|
6.31K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
4+ 0.06% |
$468 - $492
|
7.26K
$876K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.74% |
$468 - $492
|
547
$66K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.74% |
$468 - $492
|
541
$65.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.31% |
$351 - $369
|
961
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3+ 0.12% |
$351 - $369
|
2.42K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.74% |
$351 - $369
|
411
$49.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.05% |
$234 - $246
|
3.76K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$234 - $246
|
5.59K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2+ 0.03% |
$234 - $246
|
6.3K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.09% |
$234 - $246
|
2.31K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$117 - $123
|
10.2K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.89% |
$117 - $123
|
113
$13.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$117 - $123
|
4.13K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$117 - $123
|
8.53K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.78% |
$117 - $123
|
129
$15.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.47% |
$117 - $123
|
216
$26K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.74% |
$117 - $123
|
136
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$117 - $123
|
2.27K
$274K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.88% |
$117 - $123
|
115
$13.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1+ 0.01% |
$117 - $123
|
14.2K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.57% |
$117 - $123
|
176
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1+ 0.06% |
$117 - $123
|
1.79K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 2.13% |
$117 - $123
|
48
$5.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$117 - $123
|
4.49K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1+ 0.0% |
$117 - $123
|
25.1K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.85% |
$117 - $123
|
119
$14.3K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.59% |
$117 - $123
|
170
$20.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.13% |
$117 - $123
|
791
$95.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- 0.02% |
$117 - $123
|
5.66K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$117 - $123
|
12.8K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1- 4.17% |
$117 - $123
|
23
$2.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2- 0.04% |
$234 - $246
|
4.86K
$586K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 6.9% |
$234 - $246
|
27
$3.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 2.42% |
$351 - $369
|
121
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5- 0.2% |
$585 - $615
|
2.53K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 2.07% |
$703 - $738
|
284
$34.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7- 0.04% |
$820 - $861
|
15.9K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9- 0.28% |
$1.05K - $1.11K
|
3.2K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10- 0.35% |
$1.17K - $1.23K
|
2.88K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-11- 8.03% |
$1.29K - $1.35K
|
126
$15.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-12- 0.38% |
$1.41K - $1.48K
|
3.11K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16- 5.54% |
$1.87K - $1.97K
|
273
$32.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18- 0.28% |
$2.11K - $2.22K
|
6.38K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-18- 1.03% |
$2.11K - $2.22K
|
1.74K
$209K
|