Purchases and Sales Made in Q2 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 2024. 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 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.87K- 46.03% |
$406K - $439K
|
4.54K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.87K- 8.49% |
$406K - $439K
|
41.7K
$5.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.87K- 25.26% |
$407K - $440K
|
11.5K
$1.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.27K- 32.03% |
$448K - $484K
|
9.06K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.29K- 16.33% |
$451K - $487K
|
22K
$2.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.46K- 20.99% |
$468K - $507K
|
16.8K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.92K- 30.01% |
$517K - $559K
|
11.5K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.41K- 5.23% |
$567K - $614K
|
98K
$11.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.52K- 3.74% |
$580K - $627K
|
142K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.68K- 50.82% |
$596K - $644K
|
5.49K
$664K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.78K- 8.9% |
$607K - $656K
|
59.2K
$7.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.13K- 4.08% |
$643K - $696K
|
144K
$17.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.44K- 49.1% |
$675K - $731K
|
6.67K
$807K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.15K- 17.67% |
$750K - $811K
|
33.3K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.4K- 70.29% |
$776K - $840K
|
3.13K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-8.57K- 8.15% |
$899K - $973K
|
96.6K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.81K- 62.01% |
$925K - $1M
|
5.4K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.04K- 80.24% |
$948K - $1.03M
|
2.23K
$269K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9.09K- 26.39% |
$954K - $1.03M
|
25.4K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
SELL
|
- |
-9.12K- 7.67% |
$957K - $1.03M
|
110K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.2K- 14.75% |
$1.07M - $1.16M
|
59.1K
$7.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.8K- 12.93% |
$1.13M - $1.22M
|
72.5K
$8.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 0.53% |
$1.15M - $1.24M
|
2.04M
$246M
|
|
|
Aug 14, 2024
Q2 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-11.9K- 60.77% |
$1.25M - $1.35M
|
7.69K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12K- 8.77% |
$1.26M - $1.36M
|
124K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-13K- 67.75% |
$1.37M - $1.48M
|
6.2K
$750K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-13.1K- 6.24% |
$1.37M - $1.48M
|
197K
$23.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-14.5K- 92.97% |
$1.52M - $1.64M
|
1.1K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 6.15% |
$1.53M - $1.65M
|
222K
$26.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.2K- 2.99% |
$1.7M - $1.84M
|
525K
$63.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-17.3K- 54.76% |
$1.81M - $1.96M
|
14.3K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.4K- 7.06% |
$1.82M - $1.97M
|
229K
$27.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21K- 78.5% |
$2.2M - $2.38M
|
5.75K
$695K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-22.5K- 3.7% |
$2.36M - $2.55M
|
585K
$70.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-23.1K- 13.64% |
$2.42M - $2.62M
|
146K
$17.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-23.6K- 48.51% |
$2.48M - $2.68M
|
25.1K
$3.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-24.5K- 86.05% |
$2.57M - $2.78M
|
3.97K
$480K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-25.6K- 1.26% |
$2.69M - $2.9M
|
2.01M
$243M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.1K- 9.2% |
$2.95M - $3.19M
|
277K
$33.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-29K- 20.64% |
$3.04M - $3.29M
|
112K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-29.6K- 1.66% |
$3.1M - $3.36M
|
1.76M
$212M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.7K- 6.16% |
$3.33M - $3.6M
|
484K
$58.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-32.4K- 40.12% |
$3.4M - $3.67M
|
48.3K
$5.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-33.5K- 56.47% |
$3.52M - $3.81M
|
25.8K
$3.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.7K- 28.6% |
$3.54M - $3.82M
|
84.1K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-34.9K- 91.71% |
$3.66M - $3.96M
|
3.16K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-37.6K- 84.1% |
$3.95M - $4.27M
|
7.11K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-40.3K- 2.62% |
$4.23M - $4.58M
|
1.5M
$182M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-41.6K- 3.36% |
$4.37M - $4.72M
|
1.2M
$145M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.7K- 85.42% |
$4.37M - $4.73M
|
7.11K
$860K
|