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 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-598- 5.41% |
$54.6K - $58.6K
|
10.5K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-600- 11.45% |
$54.8K - $58.8K
|
4.64K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-607- 48.95% |
$55.4K - $59.5K
|
633
$75K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-630- 44.4% |
$57.5K - $61.8K
|
789
$93.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-635- 45.13% |
$58K - $62.3K
|
772
$91.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-636- 25.01% |
$58.1K - $62.4K
|
1.91K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-645- 8.22% |
$58.9K - $63.2K
|
7.2K
$853K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-653- 2.46% |
$59.6K - $64K
|
25.9K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-656- 8.86% |
$59.9K - $64.3K
|
6.75K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-675- 3.53% |
$61.6K - $66.2K
|
18.4K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-701- 1.3% |
$64K - $68.7K
|
53.1K
$6.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-735- 15.32% |
$67.1K - $72.1K
|
4.06K
$482K
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-742- 7.2% |
$67.8K - $72.8K
|
9.56K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-768- 1.79% |
$70.1K - $75.3K
|
42.1K
$4.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-784- 8.76% |
$71.6K - $76.9K
|
8.17K
$968K
|
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-793- 2.0% |
$72.4K - $77.8K
|
38.9K
$4.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-819- 24.08% |
$74.8K - $80.3K
|
2.58K
$306K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-826- 3.28% |
$75.4K - $81K
|
24.4K
$2.89M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-837- 20.85% |
$76.4K - $82.1K
|
3.18K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-838- 16.81% |
$76.5K - $82.2K
|
4.15K
$492K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-841- 25.35% |
$76.8K - $82.5K
|
2.48K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-885- 1.44% |
$80.8K - $86.8K
|
60.4K
$7.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-900- 0.3% |
$82.2K - $88.3K
|
298K
$35.4M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-907- 12.23% |
$82.8K - $88.9K
|
6.51K
$772K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-914- 1.13% |
$83.5K - $89.6K
|
80.2K
$9.5M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-936- 8.64% |
$85.5K - $91.8K
|
9.9K
$1.17M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-936- 8.64% |
$85.5K - $91.8K
|
9.9K
$1.17M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-942- 33.46% |
$86K - $92.4K
|
1.87K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-942- 33.46% |
$86K - $92.4K
|
1.87K
$222K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-976- 29.78% |
$89.1K - $95.7K
|
2.3K
$273K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-976- 20.22% |
$89.1K - $95.7K
|
3.85K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.02K- 16.69% |
$92.7K - $99.5K
|
5.07K
$601K
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.03K- 11.07% |
$93.9K - $101K
|
8.26K
$979K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.04K- 1.12% |
$94.9K - $102K
|
91.4K
$10.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.04K- 6.72% |
$95.1K - $102K
|
14.4K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 18.52% |
$97.2K - $104K
|
4.68K
$555K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.08K- 33.25% |
$98.6K - $106K
|
2.17K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.16K- 91.32% |
$106K - $114K
|
110
$13K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.17K- 1.63% |
$106K - $114K
|
70.4K
$8.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.17K- 22.91% |
$107K - $115K
|
3.95K
$468K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.22K- 8.6% |
$112K - $120K
|
13K
$1.54M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.23K- 5.74% |
$112K - $120K
|
20.1K
$2.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.24K- 3.67% |
$113K - $122K
|
32.6K
$3.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.32K- 1.71% |
$121K - $130K
|
75.9K
$9M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.46K- 3.89% |
$133K - $143K
|
36K
$4.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.57K- 2.03% |
$144K - $154K
|
75.9K
$9M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.6K- 8.19% |
$146K - $156K
|
17.9K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 6.77% |
$149K - $160K
|
22.4K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.68K- 35.03% |
$154K - $165K
|
3.12K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.73K- 6.44% |
$158K - $169K
|
25.1K
$2.97M
|