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 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
305+ 8.93% |
$27.9K - $29.9K
|
3.72K
$450K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
295+ 5900.0% |
$26.9K - $28.9K
|
300
$36.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
292+ 0.51% |
$26.7K - $28.6K
|
57.9K
$7.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
290+ 38.41% |
$26.5K - $28.4K
|
1.05K
$126K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
289+ 0.95% |
$26.4K - $28.3K
|
30.8K
$3.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
285New |
$26K - $27.9K
|
285
$34.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
283+ 0.14% |
$25.8K - $27.8K
|
203K
$24.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
273+ 1.99% |
$24.9K - $26.8K
|
14K
$1.7M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
267+ 1.27% |
$24.4K - $26.2K
|
21.3K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
266+ 5.8% |
$24.3K - $26.1K
|
4.85K
$587K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
262New |
$23.9K - $25.7K
|
262
$31.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
262New |
$23.9K - $25.7K
|
262
$31.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
258+ 8.61% |
$23.6K - $25.3K
|
3.25K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
254New |
$23.2K - $24.9K
|
254
$30.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
251+ 0.88% |
$22.9K - $24.6K
|
28.9K
$3.5M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
240+ 3.58% |
$21.9K - $23.5K
|
6.94K
$839K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
235+ 4.24% |
$21.5K - $23K
|
5.78K
$699K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
224+ 1.32% |
$20.5K - $22K
|
17.1K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
219+ 7.88% |
$20K - $21.5K
|
3K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
215+ 1.33% |
$19.6K - $21.1K
|
16.4K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
214+ 30.57% |
$19.5K - $21K
|
914
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
210+ 4.03% |
$19.2K - $20.6K
|
5.42K
$656K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
198+ 3.79% |
$18.1K - $19.4K
|
5.43K
$656K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
BUY
|
- |
192+ 0.73% |
$17.5K - $18.8K
|
26.7K
$3.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
185+ 1.05% |
$16.9K - $18.1K
|
17.8K
$2.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
181+ 1.83% |
$16.5K - $17.7K
|
10.1K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
180+ 1.22% |
$16.4K - $17.7K
|
14.9K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
178+ 1.21% |
$16.3K - $17.5K
|
14.9K
$1.8M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
174+ 6.63% |
$15.9K - $17.1K
|
2.8K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
169+ 126.12% |
$15.4K - $16.6K
|
303
$36.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
162+ 6.39% |
$14.8K - $15.9K
|
2.7K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
160+ 0.7% |
$14.6K - $15.7K
|
23.1K
$2.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
152+ 1.66% |
$13.9K - $14.9K
|
9.3K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
150+ 3.09% |
$13.7K - $14.7K
|
5.01K
$606K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
148+ 1.03% |
$13.5K - $14.5K
|
14.5K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
138+ 0.53% |
$12.6K - $13.5K
|
26.2K
$3.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
136+ 1.82% |
$12.4K - $13.3K
|
7.6K
$918K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
132+ 2.88% |
$12.1K - $12.9K
|
4.71K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
129+ 28.17% |
$11.8K - $12.6K
|
587
$71K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
129+ 0.43% |
$11.8K - $12.6K
|
30.3K
$3.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
126+ 3.64% |
$11.5K - $12.4K
|
3.58K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
126+ 8.69% |
$11.5K - $12.4K
|
1.58K
$191K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
123+ 0.33% |
$11.2K - $12.1K
|
37K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
120+ 0.49% |
$11K - $11.8K
|
24.7K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
116+ 0.67% |
$10.6K - $11.4K
|
17.3K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
114+ 3.55% |
$10.4K - $11.2K
|
3.33K
$402K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
111New |
$10.1K - $10.9K
|
111
$13.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
111+ 0.42% |
$10.1K - $10.9K
|
26.8K
$3.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
110+ 0.95% |
$10K - $10.8K
|
11.6K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
108+ 2.62% |
$9.86K - $10.6K
|
4.24K
$512K
|