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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.57KNew |
$535K - $562K
|
4.57K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
4.4K+ 18.69% |
$515K - $541K
|
27.9K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.34K+ 148.78% |
$508K - $534K
|
7.26K
$881K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.23K+ 15.15% |
$495K - $520K
|
32.1K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.15K+ 5.42% |
$486K - $510K
|
80.7K
$9.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
4.11K+ 3.58% |
$481K - $506K
|
119K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.1KNew |
$480K - $505K
|
4.1K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
4.08KNew |
$478K - $502K
|
4.08K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.05K+ 42.51% |
$474K - $499K
|
13.6K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.02KNew |
$470K - $494K
|
4.02K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.95K+ 11.25% |
$462K - $486K
|
39.1K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 10.44% |
$459K - $482K
|
41.5K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 8.31% |
$454K - $477K
|
50.5K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$434K - $456K
|
3.71K
$450K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.7K+ 36.63% |
$433K - $455K
|
13.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.65K+ 6.21% |
$427K - $449K
|
62.4K
$7.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.54K+ 20.89% |
$414K - $435K
|
20.5K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.49K+ 0.72% |
$409K - $430K
|
491K
$59.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.41K+ 178.83% |
$399K - $419K
|
5.31K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.4K+ 6.92% |
$398K - $418K
|
52.5K
$6.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.38K+ 8.14% |
$396K - $416K
|
44.9K
$5.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.26K+ 20.19% |
$382K - $401K
|
19.4K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.23K+ 3.74% |
$378K - $397K
|
89.6K
$10.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.21KNew |
$376K - $395K
|
3.21K
$390K
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
3.18KNew |
$373K - $392K
|
3.18K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.17KNew |
$372K - $391K
|
3.17K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.15K+ 2.07% |
$369K - $388K
|
155K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.1K+ 23.48% |
$363K - $382K
|
16.3K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.95K+ 72.63% |
$346K - $364K
|
7.02K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.91K+ 157.43% |
$341K - $359K
|
4.77K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.85K+ 2.8% |
$334K - $351K
|
105K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.84K+ 11.55% |
$332K - $349K
|
27.4K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.81KNew |
$329K - $346K
|
2.81K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.81K+ 16.01% |
$329K - $346K
|
20.4K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.8K+ 11.16% |
$328K - $345K
|
27.9K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.78KNew |
$326K - $342K
|
2.78K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.76K+ 2.49% |
$323K - $339K
|
113K
$13.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.71KNew |
$317K - $333K
|
2.71K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.7K+ 6.81% |
$316K - $332K
|
42.4K
$5.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.7K+ 227.04% |
$316K - $332K
|
3.88K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.65K+ 6.33% |
$310K - $326K
|
44.5K
$5.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.57KNew |
$300K - $316K
|
2.57K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.55K+ 3.39% |
$299K - $314K
|
77.8K
$9.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
2.53KNew |
$296K - $311K
|
2.53K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.52K+ 11.48% |
$295K - $310K
|
24.5K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.5KNew |
$293K - $308K
|
2.5K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.48KNew |
$291K - $305K
|
2.48K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.47KNew |
$289K - $303K
|
2.47K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
2.45KNew |
$287K - $301K
|
2.45K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.42K+ 2.88% |
$283K - $297K
|
86.4K
$10.5M
|