Purchases and Sales Made in Q2 2023 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 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 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.45K
+ 12.03%
$406K - $436K
41.4K $5.04M
Aug 11, 2023 Q2 2023
Genus Capital Management Inc.

Vancouver, A1
BUY
 -
4.39K
New
$401K - $430K
4.39K $535K
Nov 16, 2023 Q2 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
4.37K
+ 34.19%
$399K - $429K
17.2K $2.09M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
4.37K
+ 79.6%
$399K - $428K
9.86K $1.2M
Aug 14, 2023 Q2 2023
Port Capital LLC

Chicago, IL
BUY
 -
4.16K
New
$380K - $408K
4.16K $507K
Jul 24, 2023 Q2 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
4.13K
New
$377K - $405K
4.13K $503K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
4.1K
+ 36.2%
$374K - $402K
15.4K $1.88M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.02K
+ 21.5%
$367K - $394K
22.7K $2.77M
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
3.94K
+ 24.57%
$360K - $386K
20K $2.43M
Jul 19, 2023 Q2 2023
Planning Directions Inc

BUY
 -
3.78K
+ 35.34%
$345K - $371K
14.5K $1.76M
Jul 06, 2023 Q2 2023
Prentice Wealth Management LLC

BUY
 -
3.49K
+ 1.65%
$318K - $342K
215K $26.2M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
3.34K
+ 9.87%
$305K - $328K
37.2K $4.53M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.3K
+ 1.66%
$301K - $324K
203K $24.7M
Aug 11, 2023 Q2 2023
Nyl Investors LLC

New York, NY
BUY
 -
3.3K
+ 5.28%
$301K - $324K
65.8K $8.02M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.28K
+ 67.09%
$300K - $322K
8.17K $996K
Jul 12, 2023 Q2 2023
Royal Fund Management, LLC

BUY
 -
3.28K
+ 34.76%
$300K - $322K
12.7K $1.55M
Aug 02, 2023 Q2 2023
One Day In July LLC

BUY
 -
3.18K
New
$290K - $312K
3.18K $388K
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
3.07K
New
$280K - $301K
3.07K $374K
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
3K
New
$274K - $294K
3K $365K
Aug 10, 2023 Q2 2023
Charter Research & Investment Group, Inc.

Southport, CT
BUY
 -
2.97K
New
$272K - $292K
2.97K $362K
Aug 15, 2023 Q2 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
2.97K
New
$272K - $292K
2.97K $362K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

BUY
 -
2.94K
New
$268K - $288K
2.94K $358K
Aug 07, 2023 Q2 2023
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
2.91K
New
$266K - $286K
2.91K $355K
Jul 14, 2023 Q2 2023
Bcr Wealth Strategies, LLC

BUY
 -
2.79K
New
$255K - $274K
2.79K $340K
Aug 14, 2023 Q2 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
2.74K
New
$251K - $269K
2.74K $334K
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
2.73K
New
$249K - $267K
2.73K $332K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.72K
+ 127.55%
$249K - $267K
4.86K $592K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
2.69K
New
$246K - $264K
2.69K $328K
Aug 02, 2023 Q2 2023
Wealth Architects, LLC

BUY
 -
2.68K
+ 1.75%
$245K - $263K
156K $19M
Aug 10, 2023 Q2 2023
Richard Bernstein Advisors LLC

BUY
 -
2.68K
+ 29.35%
$245K - $263K
11.8K $1.44M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.67K
+ 22.2%
$244K - $262K
14.7K $1.79M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
2.64K
+ 8.78%
$241K - $259K
32.7K $3.98M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
2.59K
New
$236K - $254K
2.59K $316K
Aug 09, 2023 Q2 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
2.59K
New
$236K - $254K
2.59K $316K
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
2.54K
New
$232K - $249K
2.54K $309K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.5K
New
$229K - $245K
2.5K $305K
Jul 17, 2023 Q2 2023
Heritage Investment Group, Inc.

BUY
 -
2.41K
New
$220K - $237K
2.41K $294K
Jul 19, 2023 Q2 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
2.38K
New
$217K - $233K
2.38K $290K
Jul 24, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
2.36K
New
$215K - $231K
2.36K $287K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.31K
+ 19.55%
$211K - $226K
14.1K $1.72M
Aug 03, 2023 Q2 2023
Sterling Investment Advisors, Ltd.

BUY
 -
2.31K
New
$211K - $226K
2.31K $281K
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
2.3K
New
$210K - $226K
2.3K $281K
Jul 25, 2023 Q2 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
2.28K
+ 4.42%
$208K - $223K
53.8K $6.56M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.21K
+ 15.56%
$202K - $216K
16.4K $2M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.19K
New
$200K - $215K
2.19K $267K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
2.18K
New
$199K - $214K
2.18K $266K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
2.17K
New
$198K - $212K
2.17K $264K
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
2.16K
New
$197K - $212K
2.16K $263K
Aug 04, 2023 Q2 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
2.16K
New
$197K - $212K
2.16K $263K

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