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 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.02K- 8.28% |
$94.2K - $102K
|
11.2K
$1.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.03K- 1.77% |
$95.2K - $103K
|
57K
$6.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.06K- 32.95% |
$98.7K - $107K
|
2.17K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.1K- 9.65% |
$102K - $110K
|
10.3K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.2K- 13.93% |
$111K - $121K
|
7.41K
$903K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 8.88% |
$119K - $129K
|
13.1K
$1.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.3K- 3.08% |
$120K - $130K
|
40.8K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.31K- 4.24% |
$121K - $131K
|
29.5K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.34K- 14.33% |
$125K - $135K
|
8.03K
$979K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.35K- 11.23% |
$125K - $136K
|
10.7K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.38K- 17.48% |
$128K - $139K
|
6.53K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.49K- 6.42% |
$138K - $149K
|
21.6K
$2.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 28.85% |
$140K - $152K
|
3.73K
$455K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 1.33% |
$146K - $159K
|
117K
$14.3M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 19.05% |
$149K - $161K
|
6.81K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 5.88% |
$154K - $167K
|
26.6K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.7K- 0.54% |
$157K - $171K
|
314K
$38.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.71K- 28.79% |
$159K - $172K
|
4.24K
$516K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.81K- 1.22% |
$168K - $182K
|
146K
$17.8M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.91K- 8.17% |
$177K - $192K
|
21.5K
$2.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.94K- 2.65% |
$180K - $196K
|
71.3K
$8.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.99K- 2.33% |
$185K - $200K
|
83.5K
$10.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.03K- 2.46% |
$188K - $204K
|
80.4K
$9.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.13K- 2.99% |
$197K - $214K
|
68.9K
$8.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.17K- 3.7% |
$201K - $218K
|
56.4K
$6.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-2.34K- 14.3% |
$217K - $235K
|
14K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.36K- 2.31% |
$219K - $237K
|
99.6K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.49K- 2.04% |
$231K - $250K
|
119K
$14.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-2.55K- 25.08% |
$237K - $257K
|
7.63K
$929K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.57K- 5.62% |
$239K - $259K
|
43.2K
$5.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.59K- 34.13% |
$241K - $261K
|
5K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-2.6K- 3.95% |
$241K - $262K
|
63.2K
$7.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-2.66K- 30.85% |
$246K - $267K
|
5.95K
$726K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.79K- 24.43% |
$258K - $280K
|
8.62K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-2.81K- 2.42% |
$260K - $282K
|
113K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3K- 11.96% |
$278K - $302K
|
22.1K
$2.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.06K- 0.91% |
$284K - $308K
|
332K
$40.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-3.3K- 60.46% |
$306K - $332K
|
2.16K
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.48K- 8.91% |
$323K - $350K
|
35.6K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.52K- 1.49% |
$327K - $354K
|
233K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.58K- 36.14% |
$332K - $360K
|
6.32K
$771K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.76K- 54.63% |
$349K - $378K
|
3.12K
$380K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.05K- 38.57% |
$376K - $407K
|
6.45K
$786K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.1K- 14.5% |
$381K - $413K
|
24.2K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.42K- 11.94% |
$410K - $444K
|
32.6K
$3.97M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.54K- 32.19% |
$422K - $457K
|
9.57K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-4.7K- 3.25% |
$436K - $473K
|
140K
$17.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-4.75K- 12.2% |
$441K - $478K
|
34.2K
$4.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.81K- 9.79% |
$446K - $484K
|
44.4K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.84K- 9.72% |
$449K - $487K
|
45K
$5.48M
|