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
|
Trellis Advisors, LLC
|
BUY
|
- |
16+ 0.46% |
$1.46K - $1.57K
|
3.52K
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.45% |
$1.37K - $1.47K
|
3.35K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.42% |
$1.37K - $1.47K
|
3.55K
$420K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
15+ 0.14% |
$1.37K - $1.47K
|
10.4K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.46% |
$1.37K - $1.47K
|
3.25K
$384K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15New |
$1.37K - $1.47K
|
15
$1.77K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
15+ 0.69% |
$1.37K - $1.47K
|
2.19K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14New |
$1.28K - $1.37K
|
14
$1.66K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14+ 0.15% |
$1.28K - $1.37K
|
9.3K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
13+ 18.31% |
$1.19K - $1.27K
|
84
$9.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.19K - $1.27K
|
3.63K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
13+ 0.24% |
$1.19K - $1.27K
|
5.47K
$646K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.26% |
$1K - $1.08K
|
4.31K
$509K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11+ 1.87% |
$1K - $1.08K
|
599
$70.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10+ 0.13% |
$913 - $981
|
7.53K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
10+ 14.08% |
$913 - $981
|
81
$9.58K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10New |
$913 - $981
|
10
$1.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
9+ 0.07% |
$822 - $883
|
12.3K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.28% |
$822 - $883
|
3.23K
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 0.09% |
$822 - $883
|
9.98K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.32% |
$731 - $784
|
2.53K
$299K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 0.87% |
$639 - $686
|
816
$96.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
6New |
$548 - $588
|
6
$710
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.19% |
$457 - $490
|
2.67K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
4+ 0.58% |
$365 - $392
|
691
$81.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.06% |
$365 - $392
|
6.45K
$762K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.0% |
$274 - $294
|
134K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$274 - $294
|
2.3K
$272K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.34% |
$274 - $294
|
892
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3+ 0.04% |
$274 - $294
|
6.85K
$810K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.14% |
$274 - $294
|
2.19K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.04% |
$183 - $196
|
4.95K
$585K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.03% |
$183 - $196
|
5.74K
$679K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.08% |
$183 - $196
|
2.53K
$300K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.27% |
$91.3 - $98.1
|
80
$9.46K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$91.3 - $98.1
|
3.76K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.16% |
$91.3 - $98.1
|
637
$75.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$91.3 - $98.1
|
2.76K
$327K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$91.3 - $98.1
|
11.7K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.48% |
$91.3 - $98.1
|
209
$24.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.81% |
$91.3 - $98.1
|
125
$14.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$91.3 - $98.1
|
2.27K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.45% |
$91.3 - $98.1
|
224
$26.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.66% |
$91.3 - $98.1
|
152
$18K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.88% |
$91.3 - $98.1
|
115
$13.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$91.3 - $98.1
|
736
$87K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.49% |
$91.3 - $98.1
|
204
$24.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.43% |
$274 - $294
|
688
$81.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-4- 0.12% |
$365 - $392
|
3.34K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6- 0.02% |
$548 - $588
|
38.5K
$4.55M
|