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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
BUY
|
- |
52+ 2.04% |
$4.83K - $5.23K
|
2.6K
$291K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
51+ 0.61% |
$4.73K - $5.13K
|
8.37K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
50+ 1.04% |
$4.64K - $5.03K
|
4.86K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
49+ 1.58% |
$4.55K - $4.93K
|
3.16K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
49+ 0.93% |
$4.55K - $4.93K
|
5.34K
$598K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
43+ 10.07% |
$3.99K - $4.33K
|
470
$52.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
43+ 1.54% |
$3.99K - $4.33K
|
2.84K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
43+ 0.67% |
$3.99K - $4.33K
|
6.44K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
42+ 1.18% |
$3.9K - $4.22K
|
3.59K
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
41+ 1.34% |
$3.8K - $4.12K
|
3.09K
$346K
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
39+ 0.37% |
$3.62K - $3.92K
|
10.5K
$1.17M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
35+ 17.16% |
$3.25K - $3.52K
|
239
$26.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
34+ 1.33% |
$3.15K - $3.42K
|
2.59K
$290K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 2.17% |
$2.97K - $3.22K
|
1.51K
$169K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$2.78K - $3.02K
|
30
$3.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$2.78K - $3.02K
|
17.6K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
30+ 0.43% |
$2.78K - $3.02K
|
7.02K
$785K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
28+ 0.28% |
$2.6K - $2.82K
|
10.1K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
28+ 0.56% |
$2.6K - $2.82K
|
5.01K
$560K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
25+ 1.15% |
$2.32K - $2.51K
|
2.21K
$247K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.27% |
$2.23K - $2.41K
|
8.78K
$982K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
23+ 0.46% |
$2.13K - $2.31K
|
4.98K
$557K
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
22+ 0.41% |
$2.04K - $2.21K
|
5.34K
$597K
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
21+ 8.02% |
$1.95K - $2.11K
|
283
$31.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.48% |
$1.76K - $1.91K
|
3.99K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
17+ 0.43% |
$1.58K - $1.71K
|
3.97K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17+ 1.2% |
$1.58K - $1.71K
|
1.44K
$161K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.08% |
$1.48K - $1.61K
|
20K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.05% |
$1.39K - $1.51K
|
30.4K
$3.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 9.55% |
$1.39K - $1.51K
|
172
$19.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
15+ 0.43% |
$1.39K - $1.51K
|
3.54K
$396K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 16.67% |
$1.3K - $1.41K
|
98
$11K
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
14+ 0.43% |
$1.3K - $1.41K
|
3.28K
$366K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
14+ 0.62% |
$1.3K - $1.41K
|
2.28K
$255K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.11K - $1.21K
|
3.53K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
10+ 0.3% |
$928 - $1.01K
|
3.36K
$376K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
9+ 0.25% |
$835 - $905
|
3.59K
$402K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9+ 0.12% |
$835 - $905
|
7.62K
$853K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9+ 0.28% |
$835 - $905
|
3.25K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
8+ 0.09% |
$742 - $805
|
8.61K
$963K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 0.37% |
$742 - $805
|
2.17K
$242K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.24% |
$557 - $604
|
2.53K
$283K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6+ 0.14% |
$557 - $604
|
4.31K
$483K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.0% |
$557 - $604
|
134K
$15M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
5+ 0.07% |
$464 - $503
|
7.26K
$811K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
5New |
$464 - $503
|
5
$559
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$464 - $503
|
9.99K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5+ 0.04% |
$464 - $503
|
11.6K
$1.3M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.04% |
$464 - $503
|
11.6K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4+ 0.12% |
$371 - $402
|
3.35K
$374K
|