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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-942- 8.81% |
$98.9K - $107K
|
9.75K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-975- 8.75% |
$102K - $111K
|
10.2K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1.02K- 66.02% |
$107K - $116K
|
524
$62.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.02K- 9.77% |
$107K - $116K
|
9.43K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 1.75% |
$114K - $123K
|
60.8K
$7.21M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.09K- 8.2% |
$115K - $124K
|
12.2K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.16K- 3.95% |
$121K - $131K
|
28.1K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 39.65% |
$122K - $132K
|
1.77K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.18K- 38.13% |
$124K - $134K
|
1.91K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.18K- 71.03% |
$124K - $134K
|
483
$57.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 9.75% |
$126K - $137K
|
11.2K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.24K- 1.82% |
$130K - $140K
|
66.6K
$7.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.26K- 2.11% |
$132K - $143K
|
58.4K
$6.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.27K- 35.47% |
$133K - $144K
|
2.3K
$273K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.28K- 2.3% |
$135K - $146K
|
54.5K
$6.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.3K- 6.76% |
$137K - $148K
|
18K
$2.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-1.35K- 34.28% |
$142K - $153K
|
2.59K
$306K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.38K- 5.09% |
$145K - $156K
|
25.7K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.5K- 0.73% |
$157K - $170K
|
204K
$24.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.71K- 3.7% |
$179K - $194K
|
44.5K
$5.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.74K- 27.32% |
$182K - $197K
|
4.62K
$548K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.75K- 2.47% |
$183K - $198K
|
68.9K
$8.17M
|
|
|
Aug 01, 2024
Q2 2024
|
University Of Texas
|
SELL
|
- |
-1.79K- 6.04% |
$188K - $203K
|
27.8K
$3.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.82K- 13.08% |
$191K - $206K
|
12.1K
$1.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.82K- 2.15% |
$191K - $207K
|
82.8K
$9.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.86K- 10.81% |
$195K - $211K
|
15.3K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.96K- 9.34% |
$206K - $222K
|
19K
$2.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.04K- 6.04% |
$214K - $232K
|
31.7K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.14K- 10.57% |
$224K - $242K
|
18.1K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.18K- 6.71% |
$228K - $247K
|
30.2K
$3.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-2.29K- 3.17% |
$240K - $259K
|
69.8K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.32K- 9.58% |
$244K - $264K
|
21.9K
$2.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.4K- 3.32% |
$252K - $272K
|
69.9K
$8.28M
|
|
|
Jul 08, 2024
Q2 2024
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-2.4K- 0.46% |
$252K - $272K
|
517K
$61.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.5K- 25.25% |
$262K - $284K
|
7.4K
$877K
|
|
|
Jul 26, 2024
Q2 2024
|
Bernzott Capital Advisors
|
SELL
|
- |
-2.53K- 7.87% |
$265K - $287K
|
29.6K
$3.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3K- 57.73% |
$315K - $340K
|
2.2K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.02K- 32.45% |
$317K - $343K
|
6.29K
$746K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.17K- 2.78% |
$332K - $359K
|
111K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.21K- 0.35% |
$337K - $364K
|
924K
$110M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.23K- 14.73% |
$339K - $367K
|
18.7K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.36K- 55.0% |
$352K - $381K
|
2.75K
$325K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.83K- 6.67% |
$402K - $435K
|
53.6K
$6.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.87K- 46.03% |
$406K - $439K
|
4.54K
$538K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.87K- 8.49% |
$406K - $439K
|
41.7K
$4.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.87K- 25.26% |
$407K - $440K
|
11.5K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.27K- 32.03% |
$448K - $484K
|
9.06K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.29K- 16.33% |
$451K - $487K
|
22K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.46K- 20.99% |
$468K - $507K
|
16.8K
$1.99M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.92K- 30.01% |
$517K - $559K
|
11.5K
$1.36M
|