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 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
809+ 6.81% |
$73.9K - $79.3K
|
12.7K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
798+ 32.0% |
$72.9K - $78.3K
|
3.29K
$401K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
789+ 1.57% |
$72.1K - $77.4K
|
51K
$6.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
784+ 178.18% |
$71.6K - $76.9K
|
1.22K
$149K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
782+ 29.71% |
$71.4K - $76.7K
|
3.41K
$416K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
750New |
$68.5K - $73.5K
|
750
$91.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
749+ 8.26% |
$68.4K - $73.4K
|
9.81K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
748+ 30.27% |
$68.3K - $73.3K
|
3.22K
$392K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
739+ 13.07% |
$67.5K - $72.5K
|
6.39K
$779K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
733+ 2.94% |
$66.9K - $71.9K
|
25.6K
$3.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
719+ 2.47% |
$65.7K - $70.5K
|
29.8K
$3.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
697New |
$63.7K - $68.3K
|
697
$85K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
690+ 3.66% |
$63K - $67.7K
|
19.5K
$2.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
677+ 16.57% |
$61.8K - $66.4K
|
4.76K
$580K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
676+ 7.87% |
$61.7K - $66.3K
|
9.27K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
674+ 1.77% |
$61.6K - $66.1K
|
38.7K
$4.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
672+ 7.07% |
$61.4K - $65.9K
|
10.2K
$1.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
654+ 1.39% |
$59.7K - $64.1K
|
47.6K
$5.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
BUY
|
- |
632+ 23.89% |
$57.7K - $62K
|
3.28K
$400K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
627+ 18.05% |
$57.3K - $61.5K
|
4.1K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
623+ 1.29% |
$56.9K - $61.1K
|
48.9K
$5.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
595+ 7.07% |
$54.3K - $58.3K
|
9.01K
$1.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
590+ 1.53% |
$53.9K - $57.9K
|
39K
$4.76M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
561+ 65.01% |
$51.2K - $55K
|
1.42K
$174K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
547New |
$50K - $53.6K
|
547
$66.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
545+ 1.61% |
$49.8K - $53.4K
|
34.3K
$4.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
537New |
$49K - $52.7K
|
537
$65.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
530+ 1.45% |
$48.4K - $52K
|
37K
$4.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
500+ 5.27% |
$45.7K - $49K
|
9.99K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
500+ 13.43% |
$45.7K - $49K
|
4.22K
$515K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
492+ 107.66% |
$44.9K - $48.2K
|
949
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
461+ 576.25% |
$42.1K - $45.2K
|
541
$65.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
459+ 16.46% |
$41.9K - $45K
|
3.25K
$396K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
459+ 3.22% |
$41.9K - $45K
|
14.7K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
446+ 14.36% |
$40.7K - $43.7K
|
3.55K
$433K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
441+ 1.46% |
$40.3K - $43.2K
|
30.6K
$3.72M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
432+ 8.74% |
$39.5K - $42.4K
|
5.38K
$655K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
420+ 7.35% |
$38.4K - $41.2K
|
6.13K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
398+ 3.21% |
$36.3K - $39K
|
12.8K
$1.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
397+ 4.12% |
$36.3K - $38.9K
|
10K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
373+ 108.12% |
$34.1K - $36.6K
|
718
$87.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
372+ 1.01% |
$34K - $36.5K
|
37.2K
$4.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
356+ 2.04% |
$32.5K - $34.9K
|
17.8K
$2.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
355+ 2.61% |
$32.4K - $34.8K
|
14K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
348+ 1.05% |
$31.8K - $34.1K
|
33.6K
$4.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
333+ 4.57% |
$30.4K - $32.7K
|
7.62K
$929K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
329+ 2.28% |
$30K - $32.3K
|
14.7K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
317+ 7.27% |
$29K - $31.1K
|
4.68K
$570K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
308+ 8.36% |
$28.1K - $30.2K
|
3.99K
$487K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
305+ 0.82% |
$27.9K - $29.9K
|
37.4K
$4.56M
|