Purchases and Sales Made in Q3 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.76M+ 5723.42% |
$163M - $177M
|
1.79M
$218M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
652K+ 67.5% |
$60.5M - $65.6M
|
1.62M
$197M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
291K+ 439.55% |
$27M - $29.2M
|
357K
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wind River Trust CO
|
BUY
|
- |
272K+ 52.44% |
$25.2M - $27.3M
|
790K
$96.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
224K+ 68.73% |
$20.8M - $22.6M
|
551K
$67.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
195K+ 18.21% |
$18.1M - $19.6M
|
1.27M
$154M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
190K+ 58.35% |
$17.7M - $19.1M
|
516K
$62.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
154KNew |
$14.3M - $15.5M
|
154K
$18.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
154KNew |
$14.3M - $15.5M
|
154K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
153K+ 1024.62% |
$14.2M - $15.4M
|
168K
$20.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Madrone Advisors, LLC
Menlo Park, CA |
BUY
|
- |
128K+ 261.77% |
$11.9M - $12.9M
|
177K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
123K+ 70.84% |
$11.4M - $12.4M
|
298K
$36.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
116KNew |
$10.7M - $11.6M
|
116K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
100K+ 432.25% |
$9.31M - $10.1M
|
123K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99.5K+ 16.29% |
$9.24M - $10M
|
711K
$86.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
98.4KNew |
$9.13M - $9.9M
|
98.4K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
98KNew |
$9.1M - $9.86M
|
98K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
76.9K+ 650.93% |
$7.13M - $7.73M
|
88.7K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
76.1K+ 60.21% |
$7.06M - $7.66M
|
203K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
75.5KNew |
$7.01M - $7.6M
|
75.5K
$9.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
70.2K+ 97.25% |
$6.51M - $7.06M
|
142K
$17.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
65K+ 46.77% |
$6.03M - $6.54M
|
204K
$24.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
55.1K+ 7.55% |
$5.11M - $5.54M
|
784K
$95.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.2K+ 21.46% |
$4.66M - $5.05M
|
284K
$34.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50K+ 25.0% |
$4.64M - $5.03M
|
250K
$30.5M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50K+ 25.0% |
$4.64M - $5.03M
|
250K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.5K+ 33.13% |
$4.41M - $4.78M
|
191K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45.5K+ 349.82% |
$4.22M - $4.58M
|
58.5K
$7.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
43.8K+ 224.99% |
$4.07M - $4.41M
|
63.3K
$7.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
42.4KNew |
$3.94M - $4.27M
|
42.4K
$5.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
38.9K+ 64.97% |
$3.61M - $3.91M
|
98.8K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.5K+ 328.89% |
$3.38M - $3.67M
|
47.6K
$5.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.4K+ 9.83% |
$3.19M - $3.46M
|
384K
$46.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
33.8KNew |
$3.14M - $3.4M
|
33.8K
$4.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
33.5K+ 75.29% |
$3.1M - $3.37M
|
77.9K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30.6K+ 67.75% |
$2.84M - $3.08M
|
75.7K
$9.23M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
30.4KNew |
$2.82M - $3.06M
|
30.4K
$3.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
30.1K+ 1246.15% |
$2.79M - $3.03M
|
32.5K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
28.1K+ 59.45% |
$2.61M - $2.82M
|
75.3K
$9.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
26K+ 1.33% |
$2.41M - $2.61M
|
1.98M
$241M
|
|
|
Nov 08, 2023
Q3 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
25.9K+ 26.43% |
$2.41M - $2.61M
|
124K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.9K+ 1.26% |
$2.31M - $2.51M
|
2.01M
$245M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
23.6K+ 84.99% |
$2.19M - $2.37M
|
51.4K
$6.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.1K+ 282.22% |
$2.14M - $2.32M
|
31.2K
$3.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23K+ 16.35% |
$2.13M - $2.31M
|
164K
$20M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
22.5K+ 13.78% |
$2.09M - $2.27M
|
186K
$22.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
22.1K+ 31.37% |
$2.05M - $2.22M
|
92.5K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21.2KNew |
$1.97M - $2.14M
|
21.2K
$2.59M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5K+ 2.68% |
$1.72M - $1.86M
|
711K
$86.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18.2KNew |
$1.68M - $1.83M
|
18.2K
$2.21M
|