Purchases and Sales Made in Q4 2024 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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 16, 2025 Q4 2024
Monterey Private Wealth, Inc.

BUY
 -
271
+ 1.01%
$31.7K - $33.4K
27.2K $3.3M
Feb 14, 2025 Q4 2024
Accredited Wealth Management, LLC

Louisville, KY
BUY
 -
266
New
$31.1K - $32.7K
266 $32.3K
Feb 12, 2025 Q4 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
266
+ 6.87%
$31.1K - $32.7K
4.14K $502K
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
255
+ 2.58%
$29.9K - $31.4K
10.1K $1.23M
Feb 13, 2025 Q4 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
253
+ 1.47%
$29.6K - $31.1K
17.5K $2.12M
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
250
+ 7.58%
$29.3K - $30.8K
3.55K $431K
Feb 13, 2025 Q4 2024
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
250
+ 5.24%
$29.3K - $30.8K
5.03K $610K
Jan 13, 2025 Q4 2024
Eastern Bank

BUY
 -
250
New
$29.3K - $30.8K
250 $30.3K
Feb 13, 2025 Q4 2024
True Wealth Financial Partners

BUY
 -
249
+ 9.39%
$29.2K - $30.6K
2.9K $352K
Jan 23, 2025 Q4 2024
Verus Financial Partners, Inc.

BUY
 -
236
+ 1.75%
$27.6K - $29K
13.8K $1.67M
Feb 11, 2025 Q4 2024
Angeles Investment Advisors, LLC

BUY
 -
225
New
$26.3K - $27.7K
225 $27.3K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
224
+ 8.82%
$26.2K - $27.6K
2.76K $335K
Jan 27, 2025 Q4 2024
Brickley Wealth Management

BUY
 -
223
+ 3.22%
$26.1K - $27.4K
7.15K $867K
Jan 06, 2025 Q4 2024
Burkett Financial Services, LLC

Rock Hill, SC
BUY
 -
222
+ 5.9%
$26K - $27.3K
3.98K $483K
Feb 07, 2025 Q4 2024
Kendall Capital Management

BUY
 -
219
+ 2.84%
$25.6K - $27K
7.92K $962K
Jan 13, 2025 Q4 2024
New Capital Management LP

BUY
 -
211
+ 2.0%
$24.7K - $26K
10.8K $1.31M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
210
+ 2.81%
$24.6K - $25.8K
7.68K $931K
Feb 13, 2025 Q4 2024
Integrity Financial Corp

BUY
 -
196
+ 3.83%
$22.9K - $24.1K
5.31K $644K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
188
+ 0.48%
$22K - $23.1K
39.8K $4.83M
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
180
New
$21.1K - $22.2K
180 $21.8K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
172
New
$20.1K - $21.2K
172 $20.9K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
164
+ 4.48%
$19.2K - $20.2K
3.83K $464K
Jan 16, 2025 Q4 2024
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
157
+ 0.22%
$18.4K - $19.3K
71.3K $8.65M
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
151
New
$17.7K - $18.6K
151 $18.3K
Feb 11, 2025 Q4 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
150
+ 10.65%
$17.6K - $18.5K
1.56K $189K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
150
+ 4.03%
$17.6K - $18.5K
3.87K $470K
Jan 17, 2025 Q4 2024
Red Door Wealth Management, LLC

BUY
 -
149
+ 6.75%
$17.4K - $18.3K
2.36K $286K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
145
+ 0.99%
$17K - $17.8K
14.9K $1.8M
Jan 15, 2025 Q4 2024
Brand Asset Management Group, Inc.

BUY
 -
143
+ 1.33%
$16.7K - $17.6K
10.9K $1.32M
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
140
+ 4.61%
$16.4K - $17.2K
3.18K $385K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
139
+ 3.44%
$16.3K - $17.1K
4.18K $507K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
135
+ 0.32%
$15.8K - $16.6K
42K $5.1M
Feb 04, 2025 Q4 2024
Lake Street Advisors Group, LLC

BUY
 -
131
+ 0.86%
$15.3K - $16.1K
15.4K $1.87M
Feb 14, 2025 Q4 2024
Financial Advisory Service, Inc.

BUY
 -
131
+ 4.03%
$15.3K - $16.1K
3.38K $410K
Jan 29, 2025 Q4 2024
Balentine LLC

Atlanta, GA
BUY
 -
123
+ 0.7%
$14.4K - $15.1K
17.7K $2.15M
Jan 16, 2025 Q4 2024
Flower City Capital

BUY
 -
121
+ 3.5%
$14.2K - $14.9K
3.58K $434K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
119
New
$13.9K - $14.6K
119 $14.4K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
117
+ 0.24%
$13.7K - $14.4K
49.1K $5.95M
Jan 16, 2025 Q4 2024
Divergent Planning, LLC

BUY
 -
113
+ 2.1%
$13.2K - $13.9K
5.5K $667K
Feb 10, 2025 Q4 2024
Curio Wealth, LLC

Annapolis, MD
BUY
 -
110
New
$12.9K - $13.5K
110 $13.3K
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
109
+ 0.49%
$12.8K - $13.4K
22.5K $2.73M
Feb 07, 2025 Q4 2024
Rebalance, LLC

Palo Alto, CA
BUY
 -
105
+ 4.16%
$12.3K - $12.9K
2.63K $319K
Jan 31, 2025 Q4 2024
Abacus Planning Group, Inc.

BUY
 -
104
+ 1.06%
$12.2K - $12.8K
9.9K $1.2M
Feb 14, 2025 Q4 2024
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
101
+ 0.11%
$11.8K - $12.4K
92.7K $11.3M
Feb 11, 2025 Q4 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
100
+ 3.25%
$11.7K - $12.3K
3.18K $386K
Feb 05, 2025 Q4 2024
Proffitt & Goodson Inc

BUY
 -
94
+ 2.12%
$11K - $11.6K
4.54K $551K
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
93
+ 1.86%
$10.9K - $11.4K
5.11K $620K
Jan 15, 2025 Q4 2024
Cranbrook Wealth Management, LLC

BUY
 -
92
New
$10.8K - $11.3K
92 $11.2K
Jan 31, 2025 Q4 2024
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
87
+ 3.12%
$10.2K - $10.7K
2.88K $349K

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