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 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-131- 27.99% |
$13.7K - $14.9K
|
337
$39.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-133- 0.8% |
$14K - $15.1K
|
16.4K
$1.95M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-138- 4.38% |
$14.5K - $15.7K
|
3.01K
$357K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-140- 67.96% |
$14.7K - $15.9K
|
66
$7.82K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-142- 0.26% |
$14.9K - $16.1K
|
55.1K
$6.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-162- 53.11% |
$17K - $18.4K
|
143
$16.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-163- 0.33% |
$17.1K - $18.5K
|
49.2K
$5.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-165- 0.12% |
$17.3K - $18.7K
|
134K
$15.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-166- 17.35% |
$17.4K - $18.8K
|
791
$93.7K
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-169- 6.18% |
$17.7K - $19.2K
|
2.57K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-171- 0.45% |
$17.9K - $19.4K
|
37.9K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-175- 12.68% |
$18.4K - $19.9K
|
1.21K
$143K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-180- 2.54% |
$18.9K - $20.4K
|
6.92K
$820K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-184- 4.26% |
$19.3K - $20.9K
|
4.13K
$490K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-188- 7.52% |
$19.7K - $21.3K
|
2.31K
$274K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-189- 3.26% |
$19.8K - $21.5K
|
5.62K
$665K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-191- 8.35% |
$20K - $21.7K
|
2.1K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-194- 25.73% |
$20.4K - $22K
|
560
$66.4K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-202- 11.03% |
$21.2K - $22.9K
|
1.63K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-210- 0.18% |
$22K - $23.8K
|
116K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-224- 1.77% |
$23.5K - $25.4K
|
12.5K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-228- 2.28% |
$23.9K - $25.9K
|
9.76K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-231- 6.22% |
$24.2K - $26.2K
|
3.48K
$413K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-240- 11.27% |
$25.2K - $27.2K
|
1.89K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-245- 1.4% |
$25.7K - $27.8K
|
17.2K
$2.04M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-245- 1.4% |
$25.7K - $27.8K
|
17.2K
$2.04M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 5.64% |
$26.2K - $28.4K
|
4.18K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-251- 2.66% |
$26.3K - $28.5K
|
9.19K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-255- 11.25% |
$26.8K - $28.9K
|
2.01K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-256- 5.14% |
$26.9K - $29.1K
|
4.73K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-265- 7.28% |
$27.8K - $30.1K
|
3.37K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-269- 9.31% |
$28.2K - $30.5K
|
2.62K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-270- 1.86% |
$28.3K - $30.6K
|
14.2K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-270- 0.43% |
$28.3K - $30.6K
|
62.6K
$7.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-276- 0.6% |
$29K - $31.3K
|
45.4K
$5.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-276- 0.84% |
$29K - $31.3K
|
32.6K
$3.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-284- 12.83% |
$29.8K - $32.2K
|
1.93K
$229K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-288- 0.72% |
$30.2K - $32.7K
|
39.8K
$4.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-299- 6.43% |
$31.4K - $33.9K
|
4.35K
$516K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-301- 3.82% |
$31.6K - $34.2K
|
7.58K
$898K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-302- 10.08% |
$31.7K - $34.3K
|
2.7K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-303- 0.73% |
$31.8K - $34.4K
|
41K
$4.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-316- 1.24% |
$33.2K - $35.9K
|
25.3K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-320- 14.75% |
$33.6K - $36.3K
|
1.85K
$219K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-323- 0.2% |
$33.9K - $36.7K
|
158K
$18.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-325- 12.27% |
$34.1K - $36.9K
|
2.32K
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-339- 0.19% |
$35.6K - $38.5K
|
179K
$21.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-347- 1.09% |
$36.4K - $39.4K
|
31.6K
$3.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-353- 1.62% |
$37K - $40.1K
|
21.5K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-357- 5.31% |
$37.5K - $40.5K
|
6.36K
$754K
|