Purchases and Sales Made in Q2 2024 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
320
+ 7.07%
$33.6K - $36.3K
4.85K $591K
Aug 08, 2024 Q2 2024
Russell Investments Group, Ltd.

BUY
 -
319
New
$33.5K - $36.2K
319 $38.9K
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
313
+ 14.1%
$32.8K - $35.5K
2.53K $309K
Jul 31, 2024 Q2 2024
Lindbrook Capital, LLC

BUY
 -
308
+ 0.88%
$32.3K - $35K
35.4K $4.32M
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
300
+ 25.82%
$31.5K - $34.1K
1.46K $178K
Aug 14, 2024 Q2 2024
Wilson & Boucher Capital Management, LLC

BUY
 -
300
+ 4.33%
$31.5K - $34.1K
7.23K $881K
Aug 07, 2024 Q2 2024
Baker Avenue Asset Management, LP

BUY
 -
291
+ 3.19%
$30.5K - $33K
9.43K $1.15M
Aug 13, 2024 Q2 2024
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
285
+ 2.28%
$29.9K - $32.4K
12.8K $1.56M
Jul 31, 2024 Q2 2024
Compass Advisory Group LLC

BUY
 -
280
+ 1.2%
$29.4K - $31.8K
23.6K $2.88M
Aug 01, 2024 Q2 2024
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
280
+ 2.25%
$29.4K - $31.8K
12.7K $1.55M
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
254
+ 186.76%
$26.7K - $28.8K
390 $47.5K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
250
+ 1.62%
$26.2K - $28.4K
15.7K $1.91M
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
246
New
$25.8K - $27.9K
246 $30K
Aug 13, 2024 Q2 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
241
+ 0.28%
$25.3K - $27.4K
86.7K $10.6M
Jul 19, 2024 Q2 2024
Ironwood Financial, LLC

BUY
 -
231
+ 1.07%
$24.2K - $26.2K
21.8K $2.66M
Dec 12, 2024 Q2 2024
Heritage Wealth Advisors

BUY
 -
229
+ 0.12%
$24K - $26K
188K $22.9M
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
226
+ 5.83%
$23.7K - $25.7K
4.1K $500K
Jul 16, 2024 Q2 2024
Moseley Investment Management Inc

BUY
 -
224
+ 3.69%
$23.5K - $25.4K
6.29K $767K
Jul 29, 2024 Q2 2024
Modera Wealth Management, LLC

BUY
 -
221
+ 0.77%
$23.2K - $25.1K
29.1K $3.54M
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
214
+ 168.5%
$22.5K - $24.3K
341 $41.6K
Aug 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
212
+ 1.36%
$22.2K - $24.1K
15.8K $1.92M
Jul 26, 2024 Q2 2024
Nav Point Financial, Inc.

Prior Lake, MN
BUY
 -
200
+ 0.51%
$21K - $22.7K
39.2K $4.77M
Aug 13, 2024 Q2 2024
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
197
+ 0.5%
$20.7K - $22.4K
39.6K $4.83M
Aug 07, 2024 Q2 2024
Balentine LLC

Atlanta, GA
BUY
 -
196
+ 1.13%
$20.6K - $22.2K
17.6K $2.15M
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
195
New
$20.5K - $22.1K
195 $23.8K
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
194
+ 10.3%
$20.4K - $22K
2.08K $253K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
193
+ 3.17%
$20.3K - $21.9K
6.28K $766K
Nov 12, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
192
+ 6.24%
$20.1K - $21.8K
3.27K $399K
Aug 14, 2024 Q2 2024
Equitable Holdings, Inc.

New York, NY
BUY
 -
184
+ 4.07%
$19.3K - $20.9K
4.7K $573K
Jul 25, 2024 Q2 2024
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
182
New
$19.1K - $20.7K
182 $22.2K
Jul 15, 2024 Q2 2024
Orcam Financial Group

Encinitas, CA
BUY
 -
182
+ 0.21%
$19.1K - $20.7K
85.4K $10.4M
Jul 12, 2024 Q2 2024
Successful Portfolios LLC

BUY
 -
180
+ 2.13%
$18.9K - $20.4K
8.62K $1.05M
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
175
+ 3.6%
$18.4K - $19.9K
5.03K $613K
Aug 08, 2024 Q2 2024
Syntrinsic LLC

Denver, CO
BUY
 -
169
+ 3.45%
$17.7K - $19.2K
5.07K $618K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
168
New
$17.6K - $19.1K
168 $20.5K
Jul 09, 2024 Q2 2024
Heartwood Wealth Advisors LLC

BUY
 -
166
+ 8.34%
$17.4K - $18.8K
2.16K $263K
Jul 02, 2024 Q2 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
160
New
$16.8K - $18.2K
160 $19.5K
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
158
+ 1.48%
$16.6K - $17.9K
10.8K $1.32M
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
154
+ 8.08%
$16.2K - $17.5K
2.06K $251K
Jul 12, 2024 Q2 2024
Rebalance, LLC

Palo Alto, CA
BUY
 -
153
+ 6.51%
$16.1K - $17.4K
2.5K $305K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
146
New
$15.3K - $16.6K
146 $17.8K
Aug 12, 2024 Q2 2024
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
144
+ 6.98%
$15.1K - $16.3K
2.21K $269K
Jul 11, 2024 Q2 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
143
+ 0.32%
$15K - $16.2K
44.2K $5.38M
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
143
+ 100.0%
$15K - $16.2K
286 $34.9K
Aug 15, 2024 Q2 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
141
+ 0.45%
$14.8K - $16K
31.2K $3.8M
Jul 31, 2024 Q2 2024
Cfo4 Life Group, LLC

BUY
 -
140
+ 5.26%
$14.7K - $15.9K
2.8K $342K
Jul 25, 2024 Q2 2024
Planning Alternatives LTD

BUY
 -
137
+ 0.51%
$14.4K - $15.6K
27K $3.29M
Jul 15, 2024 Q2 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
131
+ 4.81%
$13.7K - $14.9K
2.85K $348K
Jul 15, 2024 Q2 2024
Flower City Capital

BUY
 -
128
+ 3.91%
$13.4K - $14.5K
3.4K $415K

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