Institutional Ownership Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT). We have compiled data on the 1,029 institutions that hold shares in the stock, with a total of 87.7 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
190,139
shares
|
$23 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
188,312
shares
|
$22.8 Million
1.09% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
187,041
shares
|
$22.6 Million
32.58% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
177,161
shares
|
$21.4 Million
0.34% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
176,650
shares
|
$21.4 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
173,369
shares
|
$21 Million
3.93% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
167,584
shares
|
$20.3 Million
1.24% of portfolio
|
Q3 2022
Reduced 7.46%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
164,137
shares
|
$19.9 Million
1.38% of portfolio
|
Q1 2022
Reduced 7.09%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
159,204
shares
|
$19.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
159,103
shares
|
$19.3 Million
2.25% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
156,408
shares
|
$18.9 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
156,281
shares
|
$18.9 Million
4.53% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
154,895
shares
|
$18.8 Million
0.12% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
152,424
shares
|
$18.5 Million
0.04% of portfolio
|
Q3 2024
Added 24.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
151,905
shares
|
$18.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
144,933
shares
|
$17.5 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
141,364
shares
|
$17.1 Million
10.19% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
137,191
shares
|
$16.6 Million
6.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
135,877
shares
|
$16.5 Million
2.65% of portfolio
|
Q4 2024
Added 81.57%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
135,381
shares
|
$16.4 Million
1.16% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
133,096
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
132,781
shares
|
$16.1 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
125,531
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
125,017
shares
|
$15.1 Million
0.73% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
121,611
shares
|
$14.7 Million
10.46% of portfolio
|
Q4 2024
Added 1.59%
|