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 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
623+ 1.06% |
$72.9K - $76.7K
|
59.4K
$7.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
565+ 11.02% |
$66.2K - $69.5K
|
5.69K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
564+ 0.45% |
$66K - $69.4K
|
125K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
547+ 14.98% |
$64K - $67.3K
|
4.2K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
526+ 1.84% |
$61.6K - $64.7K
|
29.1K
$3.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
525+ 22.24% |
$61.5K - $64.6K
|
2.89K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
522+ 3.24% |
$61.1K - $64.2K
|
16.6K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
521+ 1.52% |
$61K - $64.1K
|
34.8K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
519New |
$60.8K - $63.9K
|
519
$63K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
518+ 23.65% |
$60.7K - $63.8K
|
2.71K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
515+ 257.5% |
$60.3K - $63.4K
|
715
$86.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
510New |
$59.7K - $62.8K
|
510
$61.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
503+ 4.73% |
$58.9K - $61.9K
|
11.1K
$1.35M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
480+ 6.71% |
$56.2K - $59.1K
|
7.63K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
480+ 21.71% |
$56.2K - $59.1K
|
2.69K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
466+ 0.69% |
$54.6K - $57.4K
|
68K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
453+ 8.49% |
$53K - $55.8K
|
5.79K
$702K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
451+ 4.4% |
$52.8K - $55.5K
|
10.7K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
447+ 1.36% |
$52.3K - $55K
|
33.3K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
447+ 4.56% |
$52.3K - $55K
|
10.3K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
444+ 9.76% |
$52K - $54.6K
|
5K
$606K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
442+ 0.88% |
$51.8K - $54.4K
|
50.7K
$6.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
434+ 23.73% |
$50.8K - $53.4K
|
2.26K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
420+ 14.33% |
$49.2K - $51.7K
|
3.35K
$407K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
417New |
$48.8K - $51.3K
|
417
$50.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
417+ 3.31% |
$48.8K - $51.3K
|
13K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
414New |
$48.5K - $51K
|
414
$50.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
410+ 1.83% |
$48K - $50.5K
|
22.8K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
402+ 7.08% |
$47.1K - $49.5K
|
6.08K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
396+ 7.29% |
$46.4K - $48.7K
|
5.83K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
388+ 24.14% |
$45.4K - $47.8K
|
2K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
382+ 5.72% |
$44.7K - $47K
|
7.06K
$856K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
359New |
$42K - $44.2K
|
359
$43.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
352New |
$41.2K - $43.3K
|
352
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
345+ 3.03% |
$40.4K - $42.5K
|
11.7K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
344+ 15.55% |
$40.3K - $42.3K
|
2.56K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
333+ 17.33% |
$39K - $41K
|
2.25K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
331+ 61.3% |
$38.8K - $40.7K
|
871
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
328+ 3.57% |
$38.4K - $40.4K
|
9.52K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
328+ 5.61% |
$38.4K - $40.4K
|
6.18K
$750K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
327+ 0.42% |
$38.3K - $40.2K
|
78.4K
$9.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
322New |
$37.7K - $39.6K
|
322
$39.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
296+ 0.74% |
$34.7K - $36.4K
|
40.2K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
295+ 12.35% |
$34.5K - $36.3K
|
2.68K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
294+ 12.51% |
$34.4K - $36.2K
|
2.65K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
285+ 0.23% |
$33.4K - $35.1K
|
126K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
282+ 0.73% |
$33K - $34.7K
|
38.7K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
279+ 1.34% |
$32.7K - $34.3K
|
21.1K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
277+ 359.74% |
$32.4K - $34.1K
|
354
$43K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
273+ 379.17% |
$32K - $33.6K
|
345
$41.9K
|