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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-61- 0.62% |
$7.14K - $7.51K
|
9.73K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.64% |
$7.26K - $7.63K
|
9.62K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.42% |
$7.61K - $8K
|
15.6K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-65- 2.38% |
$7.61K - $8K
|
2.67K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 2.06% |
$8.78K - $9.23K
|
3.57K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-77- 0.14% |
$9.02K - $9.48K
|
54.8K
$6.63M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-91- 53.53% |
$10.7K - $11.2K
|
79
$9.56K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-93- 0.84% |
$10.9K - $11.4K
|
11K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-100- 3.85% |
$11.7K - $12.3K
|
2.5K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-105- 2.7% |
$12.3K - $12.9K
|
3.79K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 2.67% |
$13.1K - $13.8K
|
4.08K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-113- 9.24% |
$13.2K - $13.9K
|
1.11K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-117- 7.78% |
$13.7K - $14.4K
|
1.39K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-120- 0.32% |
$14.1K - $14.8K
|
36.8K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-124- 1.17% |
$14.5K - $15.3K
|
10.5K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-140- 0.84% |
$16.4K - $17.2K
|
16.6K
$2.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-145- 3.02% |
$17K - $17.8K
|
4.65K
$563K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-150- 5.29% |
$17.6K - $18.5K
|
2.68K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-152- 5.64% |
$17.8K - $18.7K
|
2.54K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-164- 3.36% |
$19.2K - $20.2K
|
4.72K
$572K
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-172- 1.66% |
$20.1K - $21.2K
|
10.2K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-187- 1.4% |
$21.9K - $23K
|
13.2K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
SELL
|
- |
-198- 2.81% |
$23.2K - $24.4K
|
6.84K
$828K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-201- 1.49% |
$23.5K - $24.7K
|
13.3K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-203- 0.83% |
$23.8K - $25K
|
24.3K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-204- 0.51% |
$23.9K - $25.1K
|
39.5K
$4.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-206- 3.32% |
$24.1K - $25.4K
|
6K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-207- 1.83% |
$24.2K - $25.5K
|
11.1K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-211- 8.33% |
$24.7K - $26K
|
2.32K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-215- 2.51% |
$25.2K - $26.5K
|
8.36K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-237- 1.45% |
$27.8K - $29.2K
|
16.1K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-296- 1.75% |
$34.7K - $36.4K
|
16.7K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-298- 1.99% |
$34.9K - $36.7K
|
14.7K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-305- 2.09% |
$35.7K - $37.5K
|
14.3K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-335- 5.83% |
$39.2K - $41.2K
|
5.41K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-343- 5.99% |
$40.2K - $42.2K
|
5.38K
$652K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-349- 3.31% |
$40.9K - $43K
|
10.2K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-372- 0.79% |
$43.6K - $45.8K
|
46.8K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-440- 2.71% |
$51.5K - $54.2K
|
15.8K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-473- 0.78% |
$55.4K - $58.2K
|
59.9K
$7.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 0.81% |
$58.5K - $61.5K
|
61.4K
$7.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-541- 6.11% |
$63.3K - $66.6K
|
8.32K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-592- 2.28% |
$69.3K - $72.9K
|
25.4K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-610- 6.18% |
$71.4K - $75.1K
|
9.26K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-619- 1.85% |
$72.5K - $76.2K
|
32.8K
$3.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-627- 7.24% |
$73.4K - $77.2K
|
8.04K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-670- 1.34% |
$78.5K - $82.5K
|
49.3K
$5.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-677- 5.36% |
$79.3K - $83.3K
|
11.9K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-696- 3.69% |
$81.5K - $85.7K
|
18.2K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-698- 21.35% |
$81.7K - $85.9K
|
2.57K
$311K
|