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 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 2.63% |
$12.6K - $13.6K
|
4.68K
$554K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
118New |
$12.4K - $13.4K
|
118
$14K
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
109+ 0.15% |
$11.4K - $12.4K
|
71K
$8.42M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
109+ 2.44% |
$11.4K - $12.4K
|
4.57K
$542K
|
|
|
Jul 17, 2024
Q2 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
106+ 0.67% |
$11.1K - $12K
|
15.8K
$1.88M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
102+ 1.05% |
$10.7K - $11.6K
|
9.79K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
101+ 0.98% |
$10.6K - $11.5K
|
10.4K
$1.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
100+ 1.21% |
$10.5K - $11.4K
|
8.36K
$991K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
98+ 0.97% |
$10.3K - $11.1K
|
10.2K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
97+ 2.21% |
$10.2K - $11K
|
4.49K
$533K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
96New |
$10.1K - $10.9K
|
96
$11.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
91+ 0.37% |
$9.55K - $10.3K
|
24.4K
$2.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
90+ 5.29% |
$9.44K - $10.2K
|
1.79K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90+ 0.9% |
$9.44K - $10.2K
|
10.1K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
90+ 0.51% |
$9.44K - $10.2K
|
17.7K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
88New |
$9.23K - $9.99K
|
88
$10.4K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.55% |
$8.92K - $9.65K
|
15.6K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
85+ 0.31% |
$8.92K - $9.65K
|
27.9K
$3.31M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
85+ 0.56% |
$8.92K - $9.65K
|
15.3K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
85+ 3.13% |
$8.92K - $9.65K
|
2.8K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
83+ 1.86% |
$8.71K - $9.42K
|
4.55K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
82+ 8.38% |
$8.61K - $9.31K
|
1.06K
$126K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
76+ 0.3% |
$7.98K - $8.63K
|
25.2K
$2.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
76+ 8.15% |
$7.98K - $8.63K
|
1.01K
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
75+ 2.51% |
$7.87K - $8.51K
|
3.07K
$364K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
72New |
$7.56K - $8.17K
|
72
$8.53K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66+ 1.76% |
$6.93K - $7.49K
|
3.81K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
65+ 2.98% |
$6.82K - $7.38K
|
2.25K
$266K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
63+ 1.62% |
$6.61K - $7.15K
|
3.96K
$469K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
62+ 0.79% |
$6.51K - $7.04K
|
7.87K
$933K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
60+ 0.55% |
$6.3K - $6.81K
|
11K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 5.45% |
$5.98K - $6.47K
|
1.1K
$131K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
55+ 0.38% |
$5.77K - $6.24K
|
14.6K
$1.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
55+ 1.46% |
$5.77K - $6.24K
|
3.82K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
52+ 2.68% |
$5.46K - $5.9K
|
1.99K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
52+ 0.51% |
$5.46K - $5.9K
|
10.2K
$1.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 0.31% |
$5.25K - $5.68K
|
16.1K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
50New |
$5.25K - $5.68K
|
50
$5.93K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.38% |
$5.14K - $5.56K
|
12.9K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
46+ 1.69% |
$4.83K - $5.22K
|
2.77K
$328K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46+ 4600.0% |
$4.83K - $5.22K
|
47
$5.57K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
45+ 2.34% |
$4.72K - $5.11K
|
1.97K
$233K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
44+ 0.91% |
$4.62K - $4.99K
|
4.88K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
44+ 0.13% |
$4.62K - $4.99K
|
35.1K
$4.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
42+ 8.52% |
$4.41K - $4.77K
|
535
$63.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
42+ 0.4% |
$4.41K - $4.77K
|
10.5K
$1.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 0.26% |
$3.88K - $4.2K
|
14.2K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.29% |
$3.88K - $4.2K
|
12.6K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
36+ 0.36% |
$3.78K - $4.09K
|
10K
$1.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
32+ 2.53% |
$3.36K - $3.63K
|
1.3K
$154K
|