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
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-41- 1.43% |
$3.8K - $4.12K
|
2.83K
$345K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.35% |
$4.18K - $4.53K
|
12.9K
$1.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.56% |
$4.64K - $5.03K
|
8.96K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-51- 0.15% |
$4.73K - $5.13K
|
33.5K
$4.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-54- 2.83% |
$5.01K - $5.43K
|
1.85K
$226K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-57- 0.45% |
$5.29K - $5.73K
|
12.6K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-59- 1.36% |
$5.47K - $5.93K
|
4.29K
$523K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-60- 2.32% |
$5.57K - $6.04K
|
2.52K
$307K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-60- 1.58% |
$5.57K - $6.04K
|
3.73K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-61- 0.58% |
$5.66K - $6.14K
|
10.4K
$1.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 2.07% |
$5.75K - $6.24K
|
2.94K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-64- 0.67% |
$5.94K - $6.44K
|
9.49K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-70- 0.57% |
$6.5K - $7.04K
|
12.3K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-71- 0.23% |
$6.59K - $7.14K
|
30.5K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 10.61% |
$6.77K - $7.34K
|
615
$75K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 11.77% |
$6.96K - $7.54K
|
562
$68.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 3.12% |
$6.96K - $7.54K
|
2.33K
$284K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-76- 2.24% |
$7.05K - $7.64K
|
3.32K
$405K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-78- 1.84% |
$7.24K - $7.85K
|
4.16K
$507K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-84- 0.57% |
$7.79K - $8.45K
|
14.6K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-95- 2.25% |
$8.82K - $9.56K
|
4.13K
$503K
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-99- 2.0% |
$9.19K - $9.96K
|
4.85K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-100- 3.5% |
$9.28K - $10.1K
|
2.76K
$336K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 3.21% |
$9.28K - $10.1K
|
3.02K
$368K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-100- 3.91% |
$9.28K - $10.1K
|
2.46K
$299K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-100- 2.3% |
$9.28K - $10.1K
|
4.24K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-103- 0.48% |
$9.56K - $10.4K
|
21.3K
$2.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-105- 3.85% |
$9.74K - $10.6K
|
2.62K
$319K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-107- 2.61% |
$9.93K - $10.8K
|
3.99K
$487K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-108- 2.16% |
$10K - $10.9K
|
4.9K
$598K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-111- 1.57% |
$10.3K - $11.2K
|
6.96K
$849K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-115- 7.0% |
$10.7K - $11.6K
|
1.53K
$186K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-116- 5.04% |
$10.8K - $11.7K
|
2.19K
$266K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-116- 1.09% |
$10.8K - $11.7K
|
10.5K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-126- 7.99% |
$11.7K - $12.7K
|
1.45K
$177K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-136- 0.38% |
$12.6K - $13.7K
|
35.3K
$4.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-139- 10.24% |
$12.9K - $14K
|
1.22K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-152- 1.17% |
$14.1K - $15.3K
|
12.9K
$1.57M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-162- 1.03% |
$15K - $16.3K
|
15.6K
$1.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-165- 1.64% |
$15.3K - $16.6K
|
9.91K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-165- 0.51% |
$15.3K - $16.6K
|
32.4K
$3.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-179- 1.47% |
$16.6K - $18K
|
12K
$1.46M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-189- 1.43% |
$17.5K - $19K
|
13K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-192- 1.77% |
$17.8K - $19.3K
|
10.7K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-194- 1.19% |
$18K - $19.5K
|
16.2K
$1.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-204- 0.79% |
$18.9K - $20.5K
|
25.7K
$3.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-205- 1.76% |
$19K - $20.6K
|
11.5K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-210- 86.42% |
$19.5K - $21.1K
|
33
$4.02K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-210- 3.87% |
$19.5K - $21.1K
|
5.21K
$635K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-227- 4.18% |
$21.1K - $22.8K
|
5.2K
$634K
|