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 1,002 institutions that hold shares in the stock, with a total of 88.9 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 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
|
$22.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
188,312
shares
|
$22.5 Million
1.09% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
187,041
shares
|
$22.4 Million
32.58% of portfolio
|
Q3 2023
Reduced 7.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
177,161
shares
|
$21.2 Million
0.34% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
176,650
shares
|
$21.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
173,873
shares
|
$20.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
173,369
shares
|
$20.8 Million
3.93% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
167,584
shares
|
$20.1 Million
1.24% of portfolio
|
Q3 2022
Reduced 7.46%
|
|
|
Parkwood LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
164,137
shares
|
$19.6 Million
1.38% of portfolio
|
Q1 2022
Reduced 7.09%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
159,103
shares
|
$19 Million
2.25% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
156,408
shares
|
$18.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
154,895
shares
|
$18.5 Million
0.12% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
152,424
shares
|
$18.2 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
|
$18.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
147,910
shares
|
$17.7 Million
4.69% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
146,611
shares
|
$17.5 Million
10.89% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
144,933
shares
|
$17.3 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
142,645
shares
|
$17.1 Million
1.54% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
137,191
shares
|
$16.4 Million
6.35% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
134,665
shares
|
$16.1 Million
1.19% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
133,096
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
132,781
shares
|
$15.9 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 Million
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sarasin & Partners LLP
|
Oct 09, 2024 Q3 2024 |
125,141
shares
|
$15 Million
0.14% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
124,453
shares
|
$14.9 Million
0.7% of portfolio
|
Q3 2024
Added 6.21%
|