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
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
100+ 4.16% |
$9.13K - $9.81K
|
2.5K
$297K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.3% |
$9.13K - $9.81K
|
4.46K
$528K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 3.39% |
$9.13K - $9.81K
|
3.05K
$361K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
91+ 5.18% |
$8.31K - $8.92K
|
1.85K
$219K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
90+ 3.63% |
$8.22K - $8.83K
|
2.57K
$304K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88New |
$8.04K - $8.63K
|
88
$10.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
88+ 64.23% |
$8.04K - $8.63K
|
225
$26.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
87+ 300.0% |
$7.95K - $8.53K
|
116
$13.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
86+ 2.02% |
$7.85K - $8.43K
|
4.34K
$515K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
84+ 2.08% |
$7.67K - $8.24K
|
4.13K
$489K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
83+ 1.6% |
$7.58K - $8.14K
|
5.28K
$625K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
82+ 1.19% |
$7.49K - $8.04K
|
6.99K
$828K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.55% |
$7.31K - $7.84K
|
14.7K
$1.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
74New |
$6.76K - $7.26K
|
74
$8.77K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$6.58K - $7.06K
|
72
$8.53K
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
BUY
|
- |
70+ 2.82% |
$6.39K - $6.86K
|
2.55K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
61+ 0.55% |
$5.57K - $5.98K
|
11.1K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
54+ 1.94% |
$4.93K - $5.3K
|
2.83K
$336K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
53+ 35.33% |
$4.84K - $5.2K
|
203
$24.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
53+ 1.73% |
$4.84K - $5.2K
|
3.11K
$369K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
49+ 28.82% |
$4.48K - $4.8K
|
219
$26K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
48New |
$4.38K - $4.71K
|
48
$5.69K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
46New |
$4.2K - $4.51K
|
46
$5.45K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
46New |
$4.2K - $4.51K
|
46
$5.45K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
45+ 1.87% |
$4.11K - $4.41K
|
2.46K
$291K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
43+ 0.55% |
$3.93K - $4.22K
|
7.86K
$932K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
43+ 1.0% |
$3.93K - $4.22K
|
4.35K
$515K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
42+ 1.49% |
$3.84K - $4.12K
|
2.87K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
41New |
$3.74K - $4.02K
|
41
$4.86K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
40New |
$3.65K - $3.92K
|
40
$4.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.91% |
$3.65K - $3.92K
|
4.44K
$526K
|
|
|
Aug 11, 2023
Q2 2023
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.12% |
$3.38K - $3.63K
|
30.4K
$3.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
37+ 0.98% |
$3.38K - $3.63K
|
3.8K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
33+ 0.23% |
$3.01K - $3.24K
|
14.1K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.54% |
$2.92K - $3.14K
|
5.95K
$705K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32+ 0.62% |
$2.92K - $3.14K
|
5.23K
$620K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
31+ 1.34% |
$2.83K - $3.04K
|
2.34K
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.74K - $2.94K
|
30
$3.56K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
29+ 0.59% |
$2.65K - $2.84K
|
4.96K
$588K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
26+ 0.66% |
$2.37K - $2.55K
|
3.95K
$468K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25+ 0.66% |
$2.28K - $2.45K
|
3.83K
$454K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
25+ 0.79% |
$2.28K - $2.45K
|
3.21K
$380K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24+ 0.69% |
$2.19K - $2.35K
|
3.53K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24+ 15.38% |
$2.19K - $2.35K
|
180
$21.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.11% |
$2.1K - $2.26K
|
21.2K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
22+ 0.68% |
$2.01K - $2.16K
|
3.26K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
20+ 0.25% |
$1.83K - $1.96K
|
7.92K
$938K
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
17+ 0.14% |
$1.55K - $1.67K
|
12K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
17+ 0.18% |
$1.55K - $1.67K
|
9.61K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
16+ 0.46% |
$1.46K - $1.57K
|
3.52K
$417K
|