Purchases and Sales Made in Q2 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.68K- 35.03% |
$154K - $165K
|
3.12K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 6.44% |
$158K - $169K
|
25.1K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.74K- 12.43% |
$159K - $171K
|
12.3K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.83K- 3.85% |
$167K - $180K
|
45.8K
$5.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.85K- 3.77% |
$169K - $182K
|
47.2K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.88K- 2.06% |
$172K - $185K
|
89.4K
$10.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.92K- 3.11% |
$175K - $188K
|
59.9K
$7.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.93K- 9.32% |
$176K - $189K
|
18.8K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.97K- 37.2% |
$180K - $193K
|
3.33K
$402K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.98K- 2.68% |
$180K - $194K
|
71.6K
$8.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.01K- 4.16% |
$184K - $197K
|
46.4K
$5.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.28K- 1.52% |
$209K - $224K
|
148K
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 6.99% |
$212K - $227K
|
30.8K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.36K- 16.02% |
$215K - $231K
|
12.4K
$1.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.7K- 5.21% |
$247K - $265K
|
49.2K
$5.94M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.79K- 3.66% |
$255K - $273K
|
73.3K
$8.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.8K- 5.33% |
$256K - $275K
|
49.8K
$6.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3K- 17.06% |
$274K - $294K
|
14.6K
$1.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.08K- 43.72% |
$282K - $302K
|
3.97K
$480K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.1K- 21.42% |
$283K - $304K
|
11.4K
$1.38M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3.11K- 38.4% |
$284K - $304K
|
4.98K
$602K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.23K- 7.56% |
$295K - $317K
|
39.5K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.31K- 4.19% |
$302K - $325K
|
75.7K
$9.15M
|
|
|
Aug 11, 2023
Q2 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-3.6K- 34.45% |
$329K - $353K
|
6.85K
$828K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.62K- 51.55% |
$330K - $354K
|
3.4K
$411K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.77K- 29.88% |
$344K - $369K
|
8.84K
$1.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-3.99K- 31.69% |
$365K - $391K
|
8.61K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.2K- 5.45% |
$384K - $412K
|
72.8K
$8.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.37K- 1.16% |
$399K - $428K
|
372K
$45M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-4.49K- 5.55% |
$410K - $441K
|
76.4K
$9.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.56K- 2.16% |
$416K - $447K
|
206K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 12.52% |
$417K - $448K
|
31.9K
$3.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.83K- 7.68% |
$441K - $473K
|
58K
$7.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.99K- 10.15% |
$455K - $489K
|
44.2K
$5.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.07K- 4.94% |
$463K - $497K
|
97.5K
$11.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-5.08K- 1.69% |
$464K - $498K
|
296K
$35.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5.3K- 4.37% |
$484K - $520K
|
116K
$14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.53K- 3.92% |
$505K - $542K
|
135K
$16.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.71K- 16.78% |
$521K - $560K
|
28.3K
$3.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-5.78K- 17.22% |
$528K - $567K
|
27.8K
$3.36M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.79K- 4.75% |
$529K - $568K
|
116K
$14.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.86K- 14.36% |
$535K - $574K
|
34.9K
$4.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.94K- 1.61% |
$543K - $582K
|
364K
$44M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.22K- 18.0% |
$568K - $609K
|
28.3K
$3.42M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.49K- 2.35% |
$593K - $637K
|
270K
$32.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.64K- 39.27% |
$606K - $651K
|
10.3K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.93K- 9.6% |
$633K - $679K
|
65.3K
$7.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.29K- 36.75% |
$666K - $715K
|
12.5K
$1.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-7.61K- 36.91% |
$695K - $747K
|
13K
$1.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Wind River Trust CO
|
SELL
|
- |
-8.41K- 1.6% |
$768K - $825K
|
518K
$62.7M
|