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 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28K+ 5.71% |
$239K - $259K
|
42.2K
$5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.15K+ 1.94% |
$225K - $244K
|
113K
$13.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.12KNew |
$223K - $241K
|
2.12K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.11K+ 11.31% |
$221K - $239K
|
20.7K
$2.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.1KNew |
$220K - $238K
|
2.1K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.08K+ 4.64% |
$218K - $236K
|
46.8K
$5.55M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.07KNew |
$217K - $235K
|
2.07K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.06KNew |
$216K - $234K
|
2.06K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.06KNew |
$216K - $233K
|
2.06K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.05K+ 3.06% |
$215K - $233K
|
69K
$8.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.02K+ 78.02% |
$212K - $230K
|
4.62K
$547K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.01KNew |
$211K - $228K
|
2.01K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2K+ 40.65% |
$210K - $227K
|
6.91K
$819K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.95K+ 25.68% |
$205K - $221K
|
9.54K
$1.13M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.93K+ 81.54% |
$202K - $219K
|
4.29K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.91K+ 2.25% |
$200K - $217K
|
86.8K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.85KNew |
$194K - $210K
|
1.85K
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.84K+ 33.99% |
$193K - $209K
|
7.24K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.79KNew |
$188K - $204K
|
1.79K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.79K+ 45.06% |
$187K - $203K
|
5.75K
$681K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.78K+ 21.63% |
$186K - $202K
|
9.99K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.78KNew |
$186K - $202K
|
1.78K
$210K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.49K+ 33.89% |
$156K - $169K
|
5.88K
$697K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.47K+ 10.28% |
$154K - $166K
|
15.7K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46K+ 4.61% |
$153K - $166K
|
33.2K
$3.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
1.41KNew |
$148K - $160K
|
1.41K
$167K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.38K+ 3.7% |
$144K - $156K
|
38.6K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.37K+ 21.97% |
$144K - $156K
|
7.63K
$904K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 74.62% |
$144K - $156K
|
3.21K
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.37K+ 2.33% |
$144K - $155K
|
60.2K
$7.14M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.37KNew |
$144K - $155K
|
1.37K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.32K+ 3.96% |
$139K - $150K
|
34.7K
$4.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.29K+ 10.11% |
$135K - $147K
|
14.1K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 7.45% |
$133K - $144K
|
18.3K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.27K+ 10.23% |
$133K - $144K
|
13.6K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23K+ 0.39% |
$129K - $140K
|
316K
$37.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.23K+ 1.29% |
$129K - $139K
|
96.7K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.19KNew |
$125K - $135K
|
1.19K
$141K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.16K+ 10.57% |
$121K - $131K
|
12.1K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.01K+ 53.57% |
$106K - $115K
|
2.91K
$345K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.01K+ 38.06% |
$106K - $115K
|
3.67K
$435K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.01K+ 1.33% |
$106K - $115K
|
77K
$9.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
986+ 37.15% |
$103K - $112K
|
3.64K
$431K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
973+ 2.59% |
$102K - $110K
|
38.6K
$4.57M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
954+ 13.91% |
$100K - $108K
|
7.81K
$926K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
874+ 19.9% |
$91.7K - $99.2K
|
5.27K
$624K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
859+ 18.31% |
$90.1K - $97.5K
|
5.55K
$658K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
851+ 5.14% |
$89.3K - $96.6K
|
17.4K
$2.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
796+ 8.56% |
$83.5K - $90.4K
|
10.1K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
775+ 7.64% |
$81.3K - $88K
|
10.9K
$1.29M
|