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 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-6.04K- 5.72% |
$707K - $743K
|
99.6K
$12.1M
|
|
Jan 10, 2025
Q4 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-6.1K- 1.18% |
$714K - $751K
|
513K
$62.2M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-6.16K- 62.23% |
$722K - $758K
|
3.74K
$454K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.91K- 2.55% |
$809K - $850K
|
264K
$32.1M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.3K- 57.48% |
$855K - $898K
|
5.4K
$655K
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.74K- 65.83% |
$907K - $953K
|
4.02K
$488K
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-8.2K- 0.4% |
$960K - $1.01M
|
2.07M
$251M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-8.56K- 16.71% |
$1M - $1.05M
|
42.7K
$5.18M
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-8.57K- 31.87% |
$1M - $1.05M
|
18.3K
$2.22M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.71K- 20.1% |
$1.02M - $1.07M
|
34.6K
$4.2M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.78K- 51.06% |
$1.03M - $1.08M
|
8.42K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.8K- 49.35% |
$1.03M - $1.08M
|
9.04K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-8.87K- 23.14% |
$1.04M - $1.09M
|
29.5K
$3.58M
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.16K- 37.1% |
$1.07M - $1.13M
|
15.5K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10K- 9.08% |
$1.18M - $1.24M
|
101K
$12.2M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 15.49% |
$1.18M - $1.24M
|
55K
$6.68M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 5.64% |
$1.26M - $1.32M
|
179K
$21.8M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11K- 2.27% |
$1.29M - $1.35M
|
475K
$57.6M
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.6K- 18.56% |
$1.48M - $1.55M
|
55.4K
$6.72M
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-13.4K- 19.28% |
$1.57M - $1.65M
|
56.1K
$6.81M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.1K- 18.14% |
$1.66M - $1.74M
|
63.8K
$7.74M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.3K- 59.04% |
$1.68M - $1.76M
|
9.94K
$1.21M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14.7K- 8.44% |
$1.72M - $1.81M
|
159K
$19.3M
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14.8K- 14.93% |
$1.73M - $1.82M
|
84.3K
$10.2M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-15K- 7.11% |
$1.76M - $1.85M
|
197K
$23.9M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17.6K- 56.24% |
$2.06M - $2.16M
|
13.7K
$1.66M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-18.1K- 15.99% |
$2.12M - $2.23M
|
95.2K
$11.5M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.6K- 46.19% |
$2.3M - $2.42M
|
22.9K
$2.78M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-20.4K- 4.26% |
$2.39M - $2.51M
|
458K
$55.6M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.6K- 91.82% |
$2.41M - $2.53M
|
1.83K
$222K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-24.1K- 12.81% |
$2.83M - $2.97M
|
164K
$19.9M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-26.1K- 41.04% |
$3.06M - $3.22M
|
37.6K
$4.56M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 5.66% |
$3.32M - $3.49M
|
472K
$57.3M
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-29.4K- 14.56% |
$3.44M - $3.61M
|
172K
$20.9M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-33.3K- 2.86% |
$3.9M - $4.1M
|
1.13M
$137M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-34.5K- 5.11% |
$4.04M - $4.25M
|
641K
$77.8M
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-34.9K- 58.87% |
$4.08M - $4.29M
|
24.4K
$2.96M
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-37.6K- 48.71% |
$4.41M - $4.63M
|
39.6K
$4.81M
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-38K- 2.39% |
$4.45M - $4.68M
|
1.56M
$189M
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-39.4K- 9.39% |
$4.61M - $4.85M
|
380K
$46.1M
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-41.9K- 14.14% |
$4.9M - $5.15M
|
254K
$30.9M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-46.3K- 10.05% |
$5.42M - $5.7M
|
415K
$50.3M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-47.9K- 55.49% |
$5.61M - $5.89M
|
38.4K
$4.66M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-48.6K- 34.05% |
$5.69M - $5.98M
|
94.1K
$11.4M
|
|
Feb 05, 2025
Q4 2024
|
University Of Chicago
Chicago, IL |
SELL
|
- |
-50K- 14.91% |
$5.86M - $6.16M
|
285K
$34.6M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-56.8K- 90.44% |
$6.65M - $6.99M
|
6K
$728K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-62.3K- 16.86% |
$7.29M - $7.66M
|
307K
$37.3M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-63.6K- 3.13% |
$7.45M - $7.83M
|
1.97M
$239M
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
SELL
|
- |
-70.9K- 16.06% |
$8.3M - $8.73M
|
371K
$45M
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-108K- 51.81% |
$12.6M - $13.3M
|
100K
$12.2M
|