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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
775+ 7.64% |
$81.3K - $88K
|
10.9K
$1.33M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
771+ 30.19% |
$80.9K - $87.5K
|
3.33K
$405K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
741+ 8.04% |
$77.8K - $84.1K
|
9.96K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
705+ 31.97% |
$74K - $80K
|
2.91K
$355K
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
704+ 1.73% |
$73.9K - $79.9K
|
41.3K
$5.04M
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
667+ 31.15% |
$70K - $75.7K
|
2.81K
$342K
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
656+ 5.74% |
$68.8K - $74.5K
|
12.1K
$1.47M
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
650+ 9.84% |
$68.2K - $73.8K
|
7.26K
$884K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
643+ 14.35% |
$67.5K - $73K
|
5.12K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
618+ 3.0% |
$64.9K - $70.1K
|
21.2K
$2.59M
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
617+ 16.26% |
$64.7K - $70K
|
4.41K
$538K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
614+ 249.59% |
$64.4K - $69.7K
|
860
$105K
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
596+ 3.14% |
$62.5K - $67.7K
|
19.6K
$2.38M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
584+ 7.64% |
$61.3K - $66.3K
|
8.23K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
581+ 3.4% |
$61K - $65.9K
|
17.7K
$2.16M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
576+ 7.96% |
$60.4K - $65.4K
|
7.82K
$953K
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
561+ 1.49% |
$58.9K - $63.7K
|
38.2K
$4.65M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
561+ 13.26% |
$58.9K - $63.7K
|
4.79K
$584K
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
555+ 29.13% |
$58.2K - $63K
|
2.46K
$300K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
541New |
$56.8K - $61.4K
|
541
$65.9K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
536+ 27.6% |
$56.2K - $60.8K
|
2.48K
$302K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
529+ 42.05% |
$55.5K - $60K
|
1.79K
$218K
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
525+ 2.43% |
$55.1K - $59.6K
|
22.1K
$2.7M
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
520+ 3.7% |
$54.6K - $59K
|
14.6K
$1.78M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
514+ 1.53% |
$53.9K - $58.3K
|
34.2K
$4.17M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
507+ 7.82% |
$53.2K - $57.5K
|
6.99K
$852K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
491+ 6.48% |
$51.5K - $55.7K
|
8.06K
$983K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
483+ 4.93% |
$50.7K - $54.8K
|
10.3K
$1.25M
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
466+ 13.63% |
$48.9K - $52.9K
|
3.89K
$474K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
456+ 1.65% |
$47.9K - $51.8K
|
28.2K
$3.43M
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
450+ 1.76% |
$47.2K - $51.1K
|
26.1K
$3.18M
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
445+ 4.78% |
$46.7K - $50.5K
|
9.75K
$1.19M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
435+ 3.92% |
$45.6K - $49.4K
|
11.5K
$1.4M
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
416+ 6.93% |
$43.7K - $47.2K
|
6.42K
$783K
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
412+ 1.05% |
$43.2K - $46.8K
|
39.8K
$4.85M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
408New |
$42.8K - $46.3K
|
408
$49.7K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
406+ 3.13% |
$42.6K - $46.1K
|
13.4K
$1.63M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
401+ 14.0% |
$42.1K - $45.5K
|
3.27K
$398K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
394+ 13.67% |
$41.3K - $44.7K
|
3.28K
$399K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
393+ 0.29% |
$41.2K - $44.6K
|
134K
$16.4M
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
387New |
$40.6K - $43.9K
|
387
$47.2K
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
379+ 10.76% |
$39.8K - $43K
|
3.9K
$476K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
370New |
$38.8K - $42K
|
370
$45.1K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
357+ 49.31% |
$37.5K - $40.5K
|
1.08K
$132K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
350+ 0.79% |
$36.7K - $39.7K
|
44.7K
$5.44M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
348+ 18.71% |
$36.5K - $39.5K
|
2.21K
$269K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
338+ 15.22% |
$35.5K - $38.4K
|
2.56K
$312K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
334+ 10.11% |
$35K - $37.9K
|
3.64K
$443K
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
332+ 1.4% |
$34.8K - $37.7K
|
24.1K
$2.94M
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
330+ 1.4% |
$34.6K - $37.5K
|
23.9K
$2.91M
|