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 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.14KNew |
$196K - $210K
|
2.14K
$259K
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.14KNew |
$195K - $209K
|
2.14K
$258K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.13KNew |
$195K - $209K
|
2.13K
$258K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.12K+ 5.85% |
$194K - $208K
|
38.4K
$4.64M
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.12KNew |
$193K - $208K
|
2.12K
$256K
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.1KNew |
$192K - $206K
|
2.1K
$254K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.1KNew |
$192K - $206K
|
2.1K
$254K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.09KNew |
$191K - $205K
|
2.09K
$252K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.09KNew |
$191K - $205K
|
2.09K
$252K
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.06KNew |
$188K - $202K
|
2.06K
$249K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.98K+ 122.93% |
$181K - $194K
|
3.59K
$434K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.95K+ 26.9% |
$178K - $192K
|
9.21K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.91KNew |
$175K - $187K
|
1.91K
$231K
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.8K+ 17.27% |
$164K - $176K
|
12.2K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.66K+ 12.82% |
$151K - $162K
|
14.6K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.65K+ 4.11% |
$151K - $162K
|
41.8K
$5.06M
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.65K+ 7.56% |
$150K - $161K
|
23.4K
$2.83M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.54K+ 18.71% |
$141K - $151K
|
9.77K
$1.18M
|
|
Aug 09, 2023
Q2 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
1.51K+ 1.56% |
$138K - $148K
|
98.1K
$11.9M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.48K+ 39.25% |
$135K - $145K
|
5.25K
$634K
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.45K+ 73.71% |
$132K - $142K
|
3.41K
$412K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 49.86% |
$131K - $141K
|
4.32K
$523K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.43K+ 2.73% |
$131K - $140K
|
53.8K
$6.51M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.4K+ 4.13% |
$128K - $137K
|
35.2K
$4.26M
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.34KNew |
$122K - $131K
|
1.34K
$161K
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.3K+ 9.56% |
$119K - $128K
|
14.9K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.28K+ 6.73% |
$116K - $125K
|
20.2K
$2.45M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.25K+ 11.49% |
$114K - $122K
|
12.1K
$1.46M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.24K+ 2.05% |
$114K - $122K
|
61.8K
$7.48M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.23K+ 3.82% |
$113K - $121K
|
33.5K
$4.06M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.23K+ 13.77% |
$113K - $121K
|
10.2K
$1.23M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.18K+ 8.29% |
$108K - $116K
|
15.4K
$1.86M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.15K+ 10.39% |
$105K - $113K
|
12.2K
$1.48M
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
1.13K+ 7.18% |
$103K - $111K
|
16.9K
$2.04M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 19.87% |
$103K - $110K
|
6.78K
$819K
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.12K+ 0.3% |
$102K - $110K
|
372K
$45M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07K+ 30.87% |
$97.6K - $105K
|
4.53K
$548K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.04K+ 0.86% |
$94.8K - $102K
|
122K
$14.7M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.03K+ 4.6% |
$94.1K - $101K
|
23.4K
$2.83M
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1.02K+ 2.45% |
$93.5K - $100K
|
42.9K
$5.19M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1K+ 2.1% |
$91.3K - $98.1K
|
48.7K
$5.89M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
990New |
$90.4K - $97.1K
|
990
$120K
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
966+ 6.0% |
$88.2K - $94.7K
|
17.1K
$2.06M
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
948+ 12.37% |
$86.6K - $93K
|
8.61K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
895+ 16.47% |
$81.7K - $87.8K
|
6.33K
$765K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
884+ 3.08% |
$80.7K - $86.7K
|
29.6K
$3.58M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
842+ 32.95% |
$76.9K - $82.6K
|
3.4K
$411K
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
839+ 10.22% |
$76.6K - $82.3K
|
9.05K
$1.09M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
837+ 5.44% |
$76.4K - $82.1K
|
16.2K
$1.96M
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
827+ 8.94% |
$75.5K - $81.1K
|
10.1K
$1.22M
|