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 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-209- 7.35% |
$19.1K - $20.5K
|
2.64K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-223- 0.85% |
$20.4K - $21.9K
|
26.1K
$3.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-224- 2.29% |
$20.5K - $22K
|
9.58K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-229- 6.55% |
$20.9K - $22.5K
|
3.27K
$387K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-232- 14.04% |
$21.2K - $22.7K
|
1.42K
$168K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-235- 2.99% |
$21.5K - $23K
|
7.61K
$902K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-241- 4.71% |
$22K - $23.6K
|
4.87K
$577K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-247- 0.96% |
$22.6K - $24.2K
|
25.4K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-254- 9.15% |
$23.2K - $24.9K
|
2.52K
$299K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-258- 0.58% |
$23.6K - $25.3K
|
44.4K
$5.27M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-277- 1.72% |
$25.3K - $27.2K
|
15.8K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-282- 1.07% |
$25.8K - $27.7K
|
26.1K
$3.09M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-282- 1.6% |
$25.8K - $27.7K
|
17.4K
$2.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-298- 3.75% |
$27.2K - $29.2K
|
7.64K
$905K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 6.34% |
$27.4K - $29.4K
|
4.43K
$525K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-300- 78.95% |
$27.4K - $29.4K
|
80
$9.48K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-304- 4.18% |
$27.8K - $29.8K
|
6.96K
$825K
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-306- 5.23% |
$27.9K - $30K
|
5.54K
$657K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-326- 11.3% |
$29.8K - $32K
|
2.56K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-350- 10.2% |
$32K - $34.3K
|
3.08K
$365K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-363- 17.65% |
$33.2K - $35.6K
|
1.69K
$201K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-371- 99.73% |
$33.9K - $36.4K
|
1
$119
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-371- 5.48% |
$33.9K - $36.4K
|
6.39K
$758K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-374- 6.05% |
$34.2K - $36.7K
|
5.81K
$689K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 26.58% |
$36.5K - $39.2K
|
1.11K
$131K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-401- 33.81% |
$36.6K - $39.3K
|
785
$93K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-402- 12.62% |
$36.7K - $39.4K
|
2.78K
$330K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-403- 2.96% |
$36.8K - $39.5K
|
13.2K
$1.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-404- 3.21% |
$36.9K - $39.6K
|
12.2K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-408- 3.73% |
$37.3K - $40K
|
10.5K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-413- 0.3% |
$37.7K - $40.5K
|
139K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-423- 7.2% |
$38.6K - $41.5K
|
5.45K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-427- 0.83% |
$39K - $41.9K
|
50.9K
$6.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-437- 9.73% |
$39.9K - $42.9K
|
4.06K
$481K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-461- 24.51% |
$42.1K - $45.2K
|
1.42K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-472- 0.02% |
$43.1K - $46.3K
|
2.41M
$286M
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-483- 0.97% |
$44.1K - $47.4K
|
49.2K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-493- 5.71% |
$45K - $48.3K
|
8.14K
$965K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-495- 6.71% |
$45.2K - $48.5K
|
6.88K
$815K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-500- 5.4% |
$45.7K - $49K
|
8.76K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 1.2% |
$45.7K - $49K
|
41.2K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-506- 5.12% |
$46.2K - $49.6K
|
9.38K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-513- 2.64% |
$46.9K - $50.3K
|
18.9K
$2.24M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-515- 4.25% |
$47K - $50.5K
|
11.6K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-515- 4.25% |
$47K - $50.5K
|
11.6K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-518- 1.32% |
$47.3K - $50.8K
|
38.7K
$4.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-542- 27.35% |
$49.5K - $53.1K
|
1.44K
$171K
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-555- 8.04% |
$50.7K - $54.4K
|
6.35K
$752K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-590- 16.62% |
$53.9K - $57.9K
|
2.96K
$351K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-590- 26.43% |
$53.9K - $57.9K
|
1.64K
$195K
|