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 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.4K+ 41.27% |
$1.5M - $1.61M
|
56.3K
$6.67M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.2K+ 30.11% |
$1.48M - $1.59M
|
69.9K
$8.28M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.4KNew |
$1.41M - $1.51M
|
15.4K
$1.82M
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
15.4K+ 101.45% |
$1.4M - $1.51M
|
30.5K
$3.62M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.2K+ 11.93% |
$1.39M - $1.49M
|
143K
$16.9M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.2K+ 156.4% |
$1.29M - $1.39M
|
23.2K
$2.75M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12.1K+ 9.21% |
$1.1M - $1.18M
|
143K
$17M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.3K+ 10.18% |
$1.03M - $1.1M
|
122K
$14.4M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 3.68% |
$1.02M - $1.1M
|
316K
$37.4M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11.1KNew |
$1.01M - $1.08M
|
11.1K
$1.31M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 3.42% |
$986K - $1.06M
|
326K
$38.7M
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.5KNew |
$963K - $1.03M
|
10.5K
$1.25M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 3.53% |
$962K - $1.03M
|
309K
$36.6M
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$959K - $1.03M
|
10.5K
$1.24M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
10.3K+ 6.34% |
$941K - $1.01M
|
173K
$20.5M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 13.33% |
$919K - $986K
|
85.5K
$10.1M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10K+ 9.52% |
$914K - $981K
|
115K
$13.7M
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10KNew |
$914K - $981K
|
10K
$1.19M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.31K+ 46.61% |
$850K - $913K
|
29.3K
$3.47M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
9.15KNew |
$835K - $897K
|
9.15K
$1.08M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.14KNew |
$744K - $799K
|
8.14K
$965K
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.14KNew |
$743K - $798K
|
8.14K
$965K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.95K+ 7.42% |
$726K - $780K
|
115K
$13.6M
|
|
Jul 28, 2023
Q2 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
7.9K+ 0.69% |
$721K - $774K
|
1.16M
$137M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.79KNew |
$712K - $764K
|
7.79K
$924K
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.45K+ 80.61% |
$680K - $731K
|
16.7K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
7.33K+ 29.01% |
$669K - $718K
|
32.6K
$3.86M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.27KNew |
$664K - $713K
|
7.27K
$862K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77K+ 13.42% |
$618K - $664K
|
57.2K
$6.78M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.71K+ 54.11% |
$613K - $658K
|
19.1K
$2.26M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
6.69K+ 1.57% |
$611K - $656K
|
433K
$51.3M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.6K+ 10.23% |
$603K - $647K
|
71.1K
$8.42M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.42K+ 10.68% |
$586K - $629K
|
66.5K
$7.88M
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
6.22K+ 16.56% |
$568K - $610K
|
43.8K
$5.19M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.19KNew |
$565K - $607K
|
6.19K
$734K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.17K+ 223.71% |
$564K - $605K
|
8.93K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.75KNew |
$525K - $564K
|
5.75K
$681K
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.53K+ 39.67% |
$505K - $543K
|
19.5K
$2.31M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.51K+ 62.9% |
$504K - $541K
|
14.3K
$1.69M
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.48K+ 2.38% |
$500K - $537K
|
236K
$28M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5.46KNew |
$498K - $535K
|
5.46K
$647K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.39K+ 5.58% |
$492K - $528K
|
102K
$12.1M
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.32K+ 10.25% |
$486K - $522K
|
57.2K
$6.78M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
5.32KNew |
$486K - $522K
|
5.32K
$630K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 16.77% |
$479K - $515K
|
36.6K
$4.33M
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.23K+ 53.59% |
$478K - $513K
|
15K
$1.78M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.12KNew |
$467K - $502K
|
5.12K
$606K
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
4.81KNew |
$439K - $472K
|
4.81K
$570K
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
4.72K+ 18.28% |
$431K - $463K
|
30.6K
$3.62M
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
4.49K+ 2.63% |
$410K - $440K
|
175K
$20.8M
|