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 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
84+ 2.36% |
$9.84K - $10.3K
|
3.65K
$442K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 2.17% |
$9.72K - $10.2K
|
3.9K
$473K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
83+ 2766.67% |
$9.72K - $10.2K
|
86
$10.4K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
80+ 4.38% |
$9.37K - $9.85K
|
1.91K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 20.83% |
$9.37K - $9.85K
|
464
$56.3K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
78+ 0.2% |
$9.13K - $9.6K
|
38.5K
$4.67M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
77+ 0.91% |
$9.02K - $9.48K
|
8.53K
$1.03M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
76+ 3.14% |
$8.9K - $9.35K
|
2.49K
$303K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
74+ 4.85% |
$8.66K - $9.11K
|
1.6K
$194K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
70New |
$8.2K - $8.61K
|
70
$8.49K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
70+ 2.18% |
$8.2K - $8.61K
|
3.28K
$398K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
68+ 0.43% |
$7.96K - $8.37K
|
15.8K
$1.92M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
66New |
$7.73K - $8.12K
|
66
$8.01K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 1.07% |
$7.61K - $8K
|
6.13K
$744K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
63+ 1.28% |
$7.38K - $7.75K
|
4.99K
$605K
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63+ 0.76% |
$7.38K - $7.75K
|
8.33K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
57+ 0.38% |
$6.67K - $7.01K
|
14.9K
$1.81M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
56+ 0.55% |
$6.56K - $6.89K
|
10.2K
$1.24M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
55+ 41.67% |
$6.44K - $6.77K
|
187
$22.7K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
54+ 0.74% |
$6.32K - $6.65K
|
7.32K
$888K
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
53+ 0.09% |
$6.21K - $6.52K
|
62.1K
$7.53M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
53+ 2.72% |
$6.21K - $6.52K
|
2K
$243K
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
52+ 0.52% |
$6.09K - $6.4K
|
10.1K
$1.23M
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50+ 2.18% |
$5.85K - $6.15K
|
2.34K
$284K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
50+ 4.2% |
$5.85K - $6.15K
|
1.24K
$151K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
47+ 2.74% |
$5.5K - $5.78K
|
1.76K
$214K
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
46+ 16.37% |
$5.39K - $5.66K
|
327
$39.7K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 7.03% |
$5.27K - $5.54K
|
685
$83.1K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
45+ 5.56% |
$5.27K - $5.54K
|
855
$104K
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
44+ 0.42% |
$5.15K - $5.42K
|
10.4K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
44New |
$5.15K - $5.42K
|
44
$5.34K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
42+ 0.49% |
$4.92K - $5.17K
|
8.6K
$1.04M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
41+ 1.32% |
$4.8K - $5.05K
|
3.14K
$381K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
41+ 1.08% |
$4.8K - $5.05K
|
3.83K
$465K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$4.85K
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
40New |
$4.68K - $4.92K
|
40
$4.85K
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39+ 1.03% |
$4.57K - $4.8K
|
3.84K
$465K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
38+ 0.75% |
$4.45K - $4.68K
|
5.13K
$623K
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
38+ 0.99% |
$4.45K - $4.68K
|
3.87K
$469K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
38+ 0.75% |
$4.45K - $4.68K
|
5.13K
$623K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
34+ 0.74% |
$3.98K - $4.18K
|
4.66K
$565K
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
34+ 1.23% |
$3.98K - $4.18K
|
2.79K
$338K
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
33+ 5.96% |
$3.86K - $4.06K
|
587
$71.2K
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
32+ 1.02% |
$3.75K - $3.94K
|
3.18K
$386K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 5.33% |
$3.75K - $3.94K
|
632
$76.7K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31+ 1.19% |
$3.63K - $3.82K
|
2.64K
$320K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
31+ 0.69% |
$3.63K - $3.82K
|
4.49K
$545K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.74% |
$3.51K - $3.69K
|
4.08K
$495K
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
30+ 0.74% |
$3.51K - $3.69K
|
4.09K
$496K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
28New |
$3.28K - $3.45K
|
28
$3.4K
|