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 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.5K+ 56.49% |
$2.05M - $2.22M
|
54.1K
$6.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.3K+ 58.6% |
$1.92M - $2.08M
|
49.6K
$5.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
18.1K+ 28.44% |
$1.9M - $2.06M
|
81.9K
$9.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
17.7K+ 53772.73% |
$1.86M - $2.01M
|
17.8K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
17.6K+ 6.27% |
$1.84M - $1.99M
|
297K
$35.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 12.24% |
$1.63M - $1.76M
|
142K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.3K+ 37.31% |
$1.6M - $1.73M
|
56.1K
$6.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
15K+ 73.6% |
$1.57M - $1.7M
|
35.3K
$4.19M
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
14.6KNew |
$1.53M - $1.65M
|
14.6K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.1K+ 18.1% |
$1.48M - $1.6M
|
91.8K
$10.9M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
14KNew |
$1.47M - $1.59M
|
14K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13.9K+ 248.48% |
$1.45M - $1.57M
|
19.4K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.8K+ 52.74% |
$1.44M - $1.56M
|
39.9K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
12.8K+ 5.64% |
$1.35M - $1.46M
|
241K
$28.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.5K+ 20.39% |
$1.31M - $1.42M
|
73.9K
$8.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
12.5K+ 8.2% |
$1.31M - $1.41M
|
164K
$19.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.4K+ 45.65% |
$1.3M - $1.41M
|
39.6K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.2K+ 302.81% |
$1.28M - $1.38M
|
16.2K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.9K+ 15.83% |
$1.25M - $1.35M
|
87.1K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.7KNew |
$1.22M - $1.32M
|
11.7K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 172.04% |
$1.22M - $1.32M
|
18.4K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 25.35% |
$1.21M - $1.31M
|
57K
$6.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.4K+ 9.17% |
$1.2M - $1.29M
|
136K
$16.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.1KNew |
$1.17M - $1.27M
|
11.1K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
10.3K+ 2.5% |
$1.08M - $1.17M
|
421K
$49.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
9.81KNew |
$1.03M - $1.11M
|
9.81K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
9.01KNew |
$945K - $1.02M
|
9.01K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.72K+ 65.46% |
$915K - $990K
|
22K
$2.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
8.7K+ 43.87% |
$913K - $988K
|
28.5K
$3.38M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
8.64KNew |
$907K - $981K
|
8.64K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.62K+ 20.83% |
$904K - $978K
|
50K
$5.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.45KNew |
$886K - $959K
|
8.45K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.44K+ 4.64% |
$885K - $957K
|
190K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.11K+ 12.53% |
$851K - $921K
|
72.9K
$8.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
7.62K+ 48.42% |
$799K - $865K
|
23.3K
$2.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
BUY
|
- |
7.29KNew |
$765K - $828K
|
7.29K
$864K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.18K+ 2.97% |
$753K - $815K
|
249K
$29.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.12KNew |
$748K - $809K
|
7.12K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.12KNew |
$747K - $808K
|
7.12K
$843K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.07K+ 11.9% |
$742K - $802K
|
66.5K
$7.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.76K+ 132.97% |
$709K - $767K
|
11.8K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.5K+ 184.74% |
$682K - $738K
|
10K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.12K+ 6.78% |
$642K - $694K
|
96.3K
$11.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.09K+ 8.6% |
$639K - $691K
|
76.9K
$9.11M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
6.07K+ 57.27% |
$636K - $688K
|
16.7K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.91K+ 41.62% |
$620K - $671K
|
20.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.88K+ 7.71% |
$617K - $668K
|
82.1K
$9.74M
|
|
|
Aug 02, 2024
Q2 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
5.8K+ 25.66% |
$609K - $658K
|
28.4K
$3.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
5.44K+ 210.2% |
$571K - $617K
|
8.03K
$951K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.42K+ 1.02% |
$569K - $615K
|
538K
$63.7M
|