Purchases and Sales Made in Q3 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2024. 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 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
182+ 18.04% |
$19.6K - $21.8K
|
1.19K
$132K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
180+ 1.81% |
$19.4K - $21.6K
|
10.1K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
179+ 0.47% |
$19.3K - $21.5K
|
38.3K
$4.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
178+ 6.7% |
$19.2K - $21.4K
|
2.83K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
177+ 0.53% |
$19.1K - $21.2K
|
33.5K
$3.72M
|
|
|
Oct 07, 2024
Q3 2024
|
New Capital Management LP
|
BUY
|
- |
172+ 1.66% |
$18.5K - $20.6K
|
10.6K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
167+ 1.06% |
$18K - $20K
|
16K
$1.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
163+ 1.61% |
$17.6K - $19.6K
|
10.3K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
163+ 0.99% |
$17.6K - $19.6K
|
16.6K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
158+ 0.41% |
$17K - $19K
|
38.7K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
158+ 12.75% |
$17K - $19K
|
1.4K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
156+ 0.08% |
$16.8K - $18.7K
|
188K
$20.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
154+ 0.61% |
$16.6K - $18.5K
|
25.4K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
154+ 4.92% |
$16.6K - $18.5K
|
3.28K
$365K
|
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
BUY
|
- |
149+ 2.85% |
$16.1K - $17.9K
|
5.38K
$598K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
147+ 102.8% |
$15.8K - $17.6K
|
290
$32.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
BUY
|
- |
142+ 2.06% |
$15.3K - $17K
|
7.04K
$782K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
141+ 0.35% |
$15.2K - $16.9K
|
39.9K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
140+ 3.98% |
$15.1K - $16.8K
|
3.66K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
137+ 0.98% |
$14.8K - $16.4K
|
14.2K
$1.57M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
135+ 33.33% |
$14.5K - $16.2K
|
540
$60K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
135+ 6.26% |
$14.5K - $16.2K
|
2.29K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
134+ 6.45% |
$14.4K - $16.1K
|
2.21K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
133+ 1.58% |
$14.3K - $16K
|
8.57K
$952K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
126+ 7.73% |
$13.6K - $15.1K
|
1.76K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
125New |
$13.5K - $15K
|
125
$13.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
124+ 2.23% |
$13.4K - $14.9K
|
5.67K
$631K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
122+ 2.49% |
$13.1K - $14.6K
|
5.01K
$557K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
121+ 10.98% |
$13K - $14.5K
|
1.22K
$136K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
120+ 0.75% |
$12.9K - $14.4K
|
16.2K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
120+ 14.32% |
$12.9K - $14.4K
|
958
$107K
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
120+ 3.6% |
$12.9K - $14.4K
|
3.45K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
117+ 1.2% |
$12.6K - $14K
|
9.87K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
117New |
$12.6K - $14K
|
117
$13K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
102+ 1.31% |
$11K - $12.2K
|
7.92K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
BUY
|
- |
100+ 3.92% |
$10.8K - $12K
|
2.65K
$295K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.14% |
$10.8K - $12K
|
4.78K
$531K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
93+ 1.14% |
$10K - $11.2K
|
8.23K
$915K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
91+ 4.34% |
$9.8K - $10.9K
|
2.19K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
89+ 6.42% |
$9.59K - $10.7K
|
1.48K
$164K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
84+ 1.05% |
$9.05K - $10.1K
|
8.11K
$902K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
83+ 2.7% |
$8.94K - $9.96K
|
3.15K
$350K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
82+ 1.96% |
$8.83K - $9.84K
|
4.28K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77New |
$8.29K - $9.24K
|
77
$8.56K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
75+ 0.11% |
$8.08K - $9K
|
71.1K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
75+ 0.62% |
$8.08K - $9K
|
12.2K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
74+ 0.73% |
$7.97K - $8.88K
|
10.2K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
73+ 20.51% |
$7.86K - $8.76K
|
429
$47.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
73+ 2.88% |
$7.86K - $8.76K
|
2.61K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
69New |
$7.43K - $8.28K
|
69
$7.67K
|