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 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-382- 1.2% |
$40.1K - $43.4K
|
31.6K
$3.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-384- 0.47% |
$40.3K - $43.6K
|
80.6K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-388- 2.45% |
$40.7K - $44K
|
15.5K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-390- 3.44% |
$40.9K - $44.3K
|
11K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-404- 2.62% |
$42.4K - $45.9K
|
15K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-407- 1.7% |
$42.7K - $46.2K
|
23.5K
$2.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-408- 1.38% |
$42.8K - $46.3K
|
29.2K
$3.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-422- 7.46% |
$44.3K - $47.9K
|
5.23K
$620K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-432- 0.39% |
$45.3K - $49K
|
112K
$13.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-456- 3.16% |
$47.9K - $51.8K
|
14K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-460- 22.36% |
$48.3K - $52.2K
|
1.6K
$189K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-469- 0.73% |
$49.2K - $53.2K
|
64K
$7.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-471- 9.97% |
$49.4K - $53.5K
|
4.26K
$504K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-536- 13.62% |
$56.2K - $60.8K
|
3.4K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-538- 2.23% |
$56.5K - $61.1K
|
23.6K
$2.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-554- 4.96% |
$58.1K - $62.9K
|
10.6K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-555- 0.31% |
$58.2K - $63K
|
177K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-570- 3.29% |
$59.8K - $64.7K
|
16.7K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-581- 0.7% |
$61K - $65.9K
|
82.6K
$9.79M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-595- 3.44% |
$62.4K - $67.5K
|
16.7K
$1.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-599- 0.87% |
$62.9K - $68K
|
68.4K
$8.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-604- 12.94% |
$63.4K - $68.6K
|
4.07K
$482K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-604- 11.11% |
$63.4K - $68.6K
|
4.83K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-620- 7.79% |
$65.1K - $70.4K
|
7.34K
$870K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-628- 8.44% |
$65.9K - $71.3K
|
6.81K
$807K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-655- 10.86% |
$68.7K - $74.3K
|
5.38K
$637K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-660- 20.5% |
$69.3K - $74.9K
|
2.56K
$303K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-668- 16.9% |
$70.1K - $75.8K
|
3.28K
$389K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-702- 8.24% |
$73.7K - $79.7K
|
7.81K
$926K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-711- 8.33% |
$74.6K - $80.7K
|
7.82K
$927K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-717- 5.29% |
$75.2K - $81.4K
|
12.8K
$1.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-749- 1.72% |
$78.6K - $85K
|
42.8K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-755- 2.54% |
$79.2K - $85.7K
|
28.9K
$3.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-767- 10.09% |
$80.5K - $87.1K
|
6.84K
$810K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-773- 19.18% |
$81.1K - $87.7K
|
3.26K
$386K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-794- 3.0% |
$83.3K - $90.1K
|
25.7K
$3.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-796- 26.83% |
$83.5K - $90.4K
|
2.17K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-809- 10.54% |
$84.9K - $91.8K
|
6.87K
$814K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-838- 0.59% |
$87.9K - $95.1K
|
142K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-840- 2.12% |
$88.1K - $95.3K
|
38.8K
$4.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-857- 14.12% |
$89.9K - $97.3K
|
5.21K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-865- 2.3% |
$90.8K - $98.2K
|
36.8K
$4.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-869- 12.99% |
$91.2K - $98.6K
|
5.82K
$690K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-871- 0.54% |
$91.4K - $98.9K
|
159K
$18.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-904- 18.33% |
$94.9K - $103K
|
4.03K
$478K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-913- 13.07% |
$95.8K - $104K
|
6.07K
$720K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-918- 0.25% |
$96.3K - $104K
|
368K
$43.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-922- 3.09% |
$96.8K - $105K
|
28.9K
$3.42M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-924- 8.69% |
$97K - $105K
|
9.71K
$1.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-941- 8.64% |
$98.7K - $107K
|
9.95K
$1.18M
|