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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.4K+ 11.13% |
$566K - $612K
|
53.9K
$6.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.16K+ 15.52% |
$542K - $586K
|
38.4K
$4.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.99K+ 67.02% |
$524K - $566K
|
12.4K
$1.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.92KNew |
$517K - $559K
|
4.92K
$583K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.89KNew |
$513K - $555K
|
4.89K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.86K+ 20.83% |
$510K - $552K
|
28.2K
$3.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
4.81KNew |
$504K - $545K
|
4.81K
$569K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.61K+ 103.76% |
$484K - $524K
|
9.06K
$1.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.58K+ 11.89% |
$481K - $520K
|
43.1K
$5.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.5K+ 9574.47% |
$472K - $511K
|
4.55K
$539K
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.45K+ 10.34% |
$467K - $505K
|
47.4K
$5.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.19KNew |
$440K - $476K
|
4.19K
$497K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 12.57% |
$434K - $469K
|
37K
$4.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
4.08KNew |
$428K - $463K
|
4.08K
$484K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.99KNew |
$419K - $453K
|
3.99K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
3.96K+ 3.51% |
$416K - $449K
|
117K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
3.91KNew |
$410K - $444K
|
3.91K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.85K+ 21.5% |
$404K - $437K
|
21.8K
$2.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.8K+ 12.1% |
$399K - $431K
|
35.2K
$4.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.75K+ 79.96% |
$393K - $425K
|
8.43K
$999K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.65KNew |
$383K - $415K
|
3.65K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.54KNew |
$372K - $402K
|
3.54K
$420K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.54K+ 69.66% |
$371K - $402K
|
8.62K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.44KNew |
$361K - $391K
|
3.44K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.35K+ 13.1% |
$352K - $381K
|
29K
$3.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.34KNew |
$350K - $379K
|
3.34K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.33KNew |
$350K - $378K
|
3.33K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.29K+ 0.69% |
$345K - $373K
|
481K
$57M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.25KNew |
$341K - $369K
|
3.25K
$386K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.25K+ 220.5% |
$341K - $369K
|
4.72K
$560K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.2K+ 8.93% |
$336K - $363K
|
39K
$4.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.1K+ 14.45% |
$326K - $352K
|
24.6K
$2.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.03K+ 8.17% |
$318K - $344K
|
40.1K
$4.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3KNew |
$315K - $340K
|
3K
$355K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.88KNew |
$302K - $327K
|
2.88K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.83K+ 102.76% |
$297K - $321K
|
5.59K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2.83K+ 33.02% |
$297K - $321K
|
11.4K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.78K+ 2.06% |
$292K - $315K
|
138K
$16.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.73KNew |
$286K - $310K
|
2.73K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.72K+ 3.63% |
$286K - $309K
|
77.7K
$9.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.72KNew |
$286K - $309K
|
2.72K
$322K
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.69K+ 3.08% |
$282K - $305K
|
90.1K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.53KNew |
$265K - $287K
|
2.53K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
2.51K+ 4.65% |
$263K - $285K
|
56.4K
$6.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.38K+ 39.4% |
$250K - $270K
|
8.43K
$999K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.38K+ 1.41% |
$250K - $270K
|
171K
$20.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
2.34K+ 1.98% |
$245K - $265K
|
120K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
2.3K+ 2.74% |
$241K - $261K
|
86.1K
$10.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$241K - $261K
|
2.3K
$273K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.29K+ 4.35% |
$241K - $260K
|
55K
$6.52M
|