Purchases and Sales Made in Q2 2024 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 5.8% |
$2.73K - $2.95K
|
422
$50K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-26- 0.15% |
$2.73K - $2.95K
|
17.6K
$2.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-28- 0.4% |
$2.94K - $3.18K
|
6.89K
$817K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-33- 1.23% |
$3.46K - $3.75K
|
2.66K
$315K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 0.45% |
$3.57K - $3.86K
|
7.55K
$895K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-38- 0.09% |
$3.99K - $4.31K
|
41.8K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-39- 0.64% |
$4.09K - $4.43K
|
6.07K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-39- 0.69% |
$4.09K - $4.43K
|
5.64K
$669K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-40- 5.59% |
$4.2K - $4.54K
|
675
$80K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-42- 0.42% |
$4.41K - $4.77K
|
9.9K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-42- 0.27% |
$4.41K - $4.77K
|
15.3K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-43- 0.13% |
$4.51K - $4.88K
|
34.2K
$4.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-45- 1.74% |
$4.72K - $5.11K
|
2.55K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-45- 0.64% |
$4.72K - $5.11K
|
6.96K
$825K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-45- 1.74% |
$4.72K - $5.11K
|
2.55K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-47- 0.1% |
$4.93K - $5.33K
|
45.2K
$5.36M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-47- 1.2% |
$4.93K - $5.33K
|
3.88K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-48- 0.5% |
$5.04K - $5.45K
|
9.51K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-49- 5.52% |
$5.14K - $5.56K
|
838
$99.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-50- 22.22% |
$5.25K - $5.68K
|
175
$20.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 51.02% |
$5.25K - $5.68K
|
48
$5.69K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-53- 1.78% |
$5.56K - $6.02K
|
2.93K
$347K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-53- 26.11% |
$5.56K - $6.02K
|
150
$17.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-54- 2.0% |
$5.67K - $6.13K
|
2.64K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-57- 0.18% |
$5.98K - $6.47K
|
30.9K
$3.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-57- 0.12% |
$5.98K - $6.47K
|
47.3K
$5.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-58- 1.82% |
$6.09K - $6.58K
|
3.13K
$370K
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-59- 2.47% |
$6.19K - $6.7K
|
2.33K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-60- 1.82% |
$6.3K - $6.81K
|
3.23K
$383K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-60- 2.87% |
$6.3K - $6.81K
|
2.03K
$241K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-68- 53.13% |
$7.14K - $7.72K
|
60
$7.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-68- 1.37% |
$7.14K - $7.72K
|
4.91K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-69- 77.53% |
$7.24K - $7.83K
|
20
$2.37K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-74- 0.16% |
$7.77K - $8.4K
|
47.1K
$5.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 8.57% |
$7.87K - $8.51K
|
800
$94.8K
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-76- 0.73% |
$7.98K - $8.63K
|
10.4K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-84- 0.73% |
$8.81K - $9.53K
|
11.5K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-86- 1.37% |
$9.02K - $9.76K
|
6.2K
$735K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88- 1.59% |
$9.23K - $9.99K
|
5.46K
$647K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-90- 0.8% |
$9.44K - $10.2K
|
11.1K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-90- 2.24% |
$9.44K - $10.2K
|
3.93K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-90- 1.7% |
$9.44K - $10.2K
|
5.2K
$616K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-93- 1.45% |
$9.76K - $10.6K
|
6.33K
$750K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-93- 2.43% |
$9.76K - $10.6K
|
3.73K
$443K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.26% |
$10.5K - $11.4K
|
37.9K
$4.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-100- 0.2% |
$10.5K - $11.4K
|
50K
$5.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-104- 1.55% |
$10.9K - $11.8K
|
6.61K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-107- 3.99% |
$11.2K - $12.1K
|
2.57K
$305K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-113- 2.57% |
$11.9K - $12.8K
|
4.29K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-130- 5.59% |
$13.6K - $14.8K
|
2.2K
$260K
|