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 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-5.05K- 13.06% |
$468K - $508K
|
33.6K
$4.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.09K- 3.28% |
$472K - $512K
|
150K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.33K- 3.16% |
$495K - $536K
|
163K
$19.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.7K- 5.84% |
$529K - $573K
|
91.8K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.93K- 67.07% |
$550K - $596K
|
2.91K
$355K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.23K- 8.91% |
$578K - $626K
|
63.7K
$7.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-6.3K- 64.62% |
$585K - $634K
|
3.45K
$421K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.31K- 13.37% |
$586K - $635K
|
40.9K
$4.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-6.65K- 1.79% |
$617K - $669K
|
365K
$44.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-6.95K- 32.84% |
$645K - $699K
|
14.2K
$1.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.98K- 23.84% |
$648K - $702K
|
22.3K
$2.72M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.26K- 16.44% |
$674K - $730K
|
36.9K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-7.57K- 0.67% |
$703K - $762K
|
1.12M
$137M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.06K- 98.98% |
$748K - $811K
|
83
$10.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.06K- 22.05% |
$748K - $811K
|
28.5K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.35K- 0.83% |
$775K - $840K
|
1M
$122M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-8.52K- 23.69% |
$791K - $857K
|
27.4K
$3.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.65K- 3.32% |
$895K - $971K
|
281K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 30.67% |
$953K - $1.03M
|
23.2K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 14.01% |
$994K - $1.08M
|
65.7K
$8.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 3.18% |
$1.07M - $1.17M
|
352K
$43M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13K- 6.28% |
$1.2M - $1.3M
|
193K
$23.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-13.5K- 4.55% |
$1.25M - $1.35M
|
282K
$34.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-13.6K- 12.04% |
$1.26M - $1.37M
|
99.1K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15K- 7.98% |
$1.4M - $1.51M
|
173K
$21.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-15.6K- 7.71% |
$1.45M - $1.57M
|
187K
$22.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-15.9K- 24.33% |
$1.47M - $1.6M
|
49.4K
$6.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.9K- 17.8% |
$1.48M - $1.6M
|
73.5K
$8.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-16.7K- 54.58% |
$1.55M - $1.67M
|
13.9K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.6K- 6.54% |
$1.64M - $1.77M
|
252K
$30.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.3K- 3.0% |
$1.7M - $1.84M
|
592K
$72.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-18.8K- 24.82% |
$1.75M - $1.89M
|
57K
$6.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-19.2K- 31.09% |
$1.78M - $1.93M
|
42.6K
$5.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21.4K- 16.13% |
$1.99M - $2.15M
|
111K
$13.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 74.78% |
$2.09M - $2.26M
|
7.58K
$924K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-25.4K- 8.24% |
$2.36M - $2.56M
|
283K
$34.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-27.1K- 20.93% |
$2.51M - $2.73M
|
102K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-28K- 54.52% |
$2.6M - $2.82M
|
23.4K
$2.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.2K- 57.39% |
$2.62M - $2.84M
|
20.9K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-28.2K- 6.23% |
$2.62M - $2.84M
|
425K
$51.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.4K- 38.02% |
$2.64M - $2.86M
|
46.4K
$5.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-31.4K- 9.04% |
$2.91M - $3.16M
|
316K
$38.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-36.2K- 18.95% |
$3.36M - $3.64M
|
155K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-37.5K- 43.03% |
$3.48M - $3.78M
|
49.7K
$6.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.6K- 4.3% |
$3.58M - $3.88M
|
859K
$105M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-53.4K- 72.78% |
$4.95M - $5.37M
|
20K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-60K- 4.94% |
$5.56M - $6.03M
|
1.15M
$141M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-68.6K- 1.78% |
$6.37M - $6.9M
|
3.78M
$460M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-71.9K- 96.57% |
$6.67M - $7.23M
|
2.56K
$311K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-94.1K- 11.02% |
$8.73M - $9.46M
|
759K
$92.6M
|