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 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-8.76K- 5.09% |
$800K - $859K
|
163K
$19.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-8.83K- 55.52% |
$806K - $866K
|
7.07K
$838K
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 46.44% |
$935K - $1M
|
11.8K
$1.4M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 46.44% |
$935K - $1M
|
11.8K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 23.72% |
$951K - $1.02M
|
33.5K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.5K- 18.22% |
$961K - $1.03M
|
47.2K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11K- 19.39% |
$1.01M - $1.08M
|
45.9K
$5.44M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-11K- 19.39% |
$1.01M - $1.08M
|
45.9K
$5.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 5.4% |
$1.22M - $1.31M
|
234K
$27.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.6K- 6.72% |
$1.24M - $1.33M
|
188K
$22.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-14.5K- 98.35% |
$1.32M - $1.42M
|
243
$28.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 4.5% |
$1.41M - $1.51M
|
327K
$38.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.6K- 4.45% |
$1.43M - $1.53M
|
335K
$39.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-17.2K- 3.65% |
$1.57M - $1.69M
|
454K
$53.8M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17.8K- 97.65% |
$1.62M - $1.74M
|
427
$50.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-18K- 11.07% |
$1.65M - $1.77M
|
145K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 4.51% |
$2.04M - $2.19M
|
472K
$55.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-23.2K- 7.39% |
$2.12M - $2.27M
|
290K
$34.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-23.7K- 6.38% |
$2.16M - $2.32M
|
347K
$41.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-30.6K- 40.38% |
$2.79M - $3M
|
45.1K
$5.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30.8K- 2.89% |
$2.82M - $3.02M
|
1.04M
$123M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.2K- 6.15% |
$3.03M - $3.25M
|
506K
$60M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.1K- 66.63% |
$3.21M - $3.44M
|
17.6K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-35.5K- 21.09% |
$3.24M - $3.48M
|
133K
$15.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-36.5K- 76.68% |
$3.33M - $3.58M
|
11.1K
$1.31M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-38.5K- 86.54% |
$3.52M - $3.78M
|
5.99K
$710K
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-38.9K- 4.35% |
$3.55M - $3.81M
|
853K
$101M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-40.4K- 77.98% |
$3.69M - $3.96M
|
11.4K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46.6K- 4.41% |
$4.25M - $4.57M
|
1.01M
$120M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-49.8K- 27.8% |
$4.55M - $4.89M
|
129K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
SELL
|
- |
-50.6K- 33.24% |
$4.62M - $4.96M
|
102K
$12M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-52.6K- 75.23% |
$4.8M - $5.16M
|
17.3K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53.7K- 27.86% |
$4.91M - $5.27M
|
139K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-54.3K- 21.78% |
$4.96M - $5.32M
|
195K
$23.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-123K- 12.05% |
$11.2M - $12.1M
|
897K
$106M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-161K- 72.87% |
$14.7M - $15.8M
|
59.9K
$7.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-180K- 37.34% |
$16.5M - $17.7M
|
303K
$35.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Rainwater Charitable Foundation
|
SELL
|
- |
-214K- 40.08% |
$19.5M - $21M
|
320K
$37.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-215K- 28.82% |
$19.6M - $21.1M
|
531K
$62.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-228K- 19.08% |
$20.8M - $22.3M
|
966K
$114M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-233K- 23.0% |
$21.3M - $22.8M
|
780K
$92.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-326K- 7.81% |
$29.7M - $31.9M
|
3.85M
$456M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-331K- 83.33% |
$30.2M - $32.4M
|
66.1K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Madrone Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-374K- 88.4% |
$34.1M - $36.6M
|
49K
$5.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-419K- 38.22% |
$38.3M - $41.1M
|
678K
$80.3M
|