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
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
331+ 61.3% |
$38.8K - $40.7K
|
871
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
328+ 3.57% |
$38.4K - $40.4K
|
9.52K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
328+ 5.61% |
$38.4K - $40.4K
|
6.18K
$806K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
327+ 0.42% |
$38.3K - $40.2K
|
78.4K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
322New |
$37.7K - $39.6K
|
322
$42K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
296+ 0.74% |
$34.7K - $36.4K
|
40.2K
$5.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
295+ 12.35% |
$34.5K - $36.3K
|
2.68K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
294+ 12.51% |
$34.4K - $36.2K
|
2.65K
$345K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
285+ 0.23% |
$33.4K - $35.1K
|
126K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
282+ 0.73% |
$33K - $34.7K
|
38.7K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
279+ 1.34% |
$32.7K - $34.3K
|
21.1K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
277+ 359.74% |
$32.4K - $34.1K
|
354
$46.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
273+ 379.17% |
$32K - $33.6K
|
345
$45K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
271+ 1.01% |
$31.7K - $33.4K
|
27.2K
$3.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
266+ 6.87% |
$31.1K - $32.7K
|
4.14K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
266New |
$31.1K - $32.7K
|
266
$34.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
255+ 2.58% |
$29.9K - $31.4K
|
10.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
253+ 1.47% |
$29.6K - $31.1K
|
17.5K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
250+ 7.58% |
$29.3K - $30.8K
|
3.55K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
250New |
$29.3K - $30.8K
|
250
$32.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 5.24% |
$29.3K - $30.8K
|
5.03K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
249+ 9.39% |
$29.2K - $30.6K
|
2.9K
$379K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
248New |
$29K - $30.5K
|
248
$32.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
236+ 1.75% |
$27.6K - $29K
|
13.8K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
228New |
$26.7K - $28.1K
|
228
$29.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
225New |
$26.3K - $27.7K
|
225
$29.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
224+ 8.82% |
$26.2K - $27.6K
|
2.76K
$361K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
223+ 3.22% |
$26.1K - $27.4K
|
7.15K
$933K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
222+ 5.9% |
$26K - $27.3K
|
3.98K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
219+ 2.84% |
$25.6K - $27K
|
7.92K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
211+ 2.0% |
$24.7K - $26K
|
10.8K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
210+ 2.81% |
$24.6K - $25.8K
|
7.68K
$1M
|
|
|
Jul 15, 2025
Q4 2024
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
206+ 10.48% |
$24.1K - $25.4K
|
2.17K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
196+ 3.83% |
$22.9K - $24.1K
|
5.31K
$693K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
188+ 0.48% |
$22K - $23.1K
|
39.8K
$5.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
180New |
$21.1K - $22.2K
|
180
$23.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
172New |
$20.1K - $21.2K
|
172
$22.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
164+ 4.48% |
$19.2K - $20.2K
|
3.83K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
157+ 0.22% |
$18.4K - $19.3K
|
71.3K
$9.3M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
151New |
$17.7K - $18.6K
|
151
$19.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
150+ 4.03% |
$17.6K - $18.5K
|
3.87K
$505K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
150+ 10.65% |
$17.6K - $18.5K
|
1.56K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
149+ 6.75% |
$17.4K - $18.3K
|
2.36K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
145+ 0.99% |
$17K - $17.8K
|
14.9K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
143+ 1.33% |
$16.7K - $17.6K
|
10.9K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
140+ 4.61% |
$16.4K - $17.2K
|
3.18K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 3.44% |
$16.3K - $17.1K
|
4.18K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
135+ 0.32% |
$15.8K - $16.6K
|
42K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
131+ 0.86% |
$15.3K - $16.1K
|
15.4K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
131+ 4.03% |
$15.3K - $16.1K
|
3.38K
$441K
|