Purchases and Sales Made in Q4 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.31K- 42.78% |
$153K - $161K
|
1.75K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.41K- 36.91% |
$165K - $173K
|
2.4K
$290K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.46K- 19.42% |
$171K - $180K
|
6.06K
$731K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.51K- 2.21% |
$177K - $186K
|
66.8K
$8.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.53K- 3.22% |
$179K - $188K
|
45.8K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-1.63K- 5.3% |
$191K - $201K
|
29.2K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.64K- 20.61% |
$192K - $202K
|
6.32K
$761K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 5.5% |
$192K - $202K
|
28.2K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 1.85% |
$199K - $209K
|
90.3K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.71K- 0.85% |
$200K - $210K
|
200K
$24.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 4.05% |
$201K - $211K
|
40.7K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.72K- 23.87% |
$201K - $212K
|
5.49K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.74K- 5.38% |
$204K - $214K
|
30.6K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.77K- 1.7% |
$207K - $218K
|
102K
$12.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.91K- 13.67% |
$224K - $236K
|
12.1K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.93K- 8.88% |
$226K - $238K
|
19.8K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.99K- 16.13% |
$233K - $245K
|
10.4K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.05K- 20.58% |
$240K - $252K
|
7.9K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.07K- 1.93% |
$242K - $254K
|
105K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 4.38% |
$244K - $257K
|
45.6K
$5.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-2.15K- 8.24% |
$252K - $264K
|
23.9K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.31K- 7.41% |
$271K - $284K
|
28.9K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.33K- 12.36% |
$273K - $287K
|
16.5K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.42K- 5.28% |
$284K - $298K
|
43.5K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.46K- 5.29% |
$287K - $302K
|
43.9K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.46K- 23.39% |
$288K - $302K
|
8.04K
$970K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.52K- 10.67% |
$295K - $310K
|
21.1K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.53K- 3.48% |
$296K - $311K
|
70K
$8.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.62K- 50.55% |
$307K - $322K
|
2.56K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.65K- 1.74% |
$310K - $326K
|
150K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.69K- 2.91% |
$315K - $331K
|
89.8K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 3.01% |
$322K - $338K
|
88.6K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.81K- 1.4% |
$328K - $345K
|
198K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.99K- 47.28% |
$350K - $368K
|
3.34K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.25K- 20.34% |
$381K - $400K
|
12.7K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.25K- 30.92% |
$381K - $400K
|
7.27K
$876K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.28K- 3.52% |
$384K - $403K
|
89.8K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.48K- 7.5% |
$408K - $429K
|
42.9K
$5.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.7K- 1.03% |
$433K - $455K
|
354K
$42.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.94K- 65.46% |
$461K - $485K
|
2.08K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.98K- 10.2% |
$466K - $490K
|
35K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 13.88% |
$474K - $499K
|
25.1K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.88K- 64.73% |
$572K - $601K
|
2.66K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Wind River Trust CO
|
SELL
|
- |
-5.04K- 0.68% |
$590K - $620K
|
741K
$89.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-5.22K- 95.55% |
$611K - $642K
|
243
$29.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-5.25K- 3.58% |
$614K - $646K
|
141K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.26K- 10.05% |
$616K - $647K
|
47.1K
$5.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.41K- 3.94% |
$634K - $666K
|
132K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.8K- 73.63% |
$679K - $714K
|
2.08K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.04K- 50.79% |
$707K - $743K
|
5.85K
$705K
|