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 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$3.36K - $3.63K
|
6.23K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 8.29% |
$3.25K - $3.52K
|
405
$48K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 0.33% |
$2.94K - $3.18K
|
8.53K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27+ 1.37% |
$2.83K - $3.06K
|
1.99K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.43% |
$2.83K - $3.06K
|
6.32K
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 3.74% |
$2.83K - $3.06K
|
749
$88.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
26+ 0.52% |
$2.73K - $2.95K
|
5.07K
$601K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 0.58% |
$2.73K - $2.95K
|
4.54K
$538K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
25+ 0.96% |
$2.62K - $2.84K
|
2.63K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
25+ 0.5% |
$2.62K - $2.84K
|
5.07K
$601K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$2.62K - $2.84K
|
25
$2.96K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
23+ 0.07% |
$2.41K - $2.61K
|
34.2K
$4.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.5% |
$2.31K - $2.5K
|
4.45K
$527K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.31K - $2.5K
|
22
$2.61K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
21+ 0.52% |
$2.2K - $2.38K
|
4.04K
$478K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
20+ 0.41% |
$2.1K - $2.27K
|
4.92K
$583K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 0.5% |
$2.1K - $2.27K
|
4.04K
$479K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
19+ 0.28% |
$1.99K - $2.16K
|
6.92K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.06% |
$1.99K - $2.16K
|
30.5K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
18+ 0.84% |
$1.89K - $2.04K
|
2.16K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
17+ 0.23% |
$1.78K - $1.93K
|
7.54K
$894K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
17+ 0.51% |
$1.78K - $1.93K
|
3.33K
$395K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16+ 13.45% |
$1.68K - $1.82K
|
135
$16K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.44% |
$1.57K - $1.7K
|
3.41K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.35% |
$1.57K - $1.7K
|
4.34K
$514K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.23% |
$1.57K - $1.7K
|
6.58K
$780K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.35% |
$1.47K - $1.59K
|
3.99K
$473K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
14+ 0.51% |
$1.47K - $1.59K
|
2.78K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
12+ 1.1% |
$1.26K - $1.36K
|
1.1K
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12+ 0.77% |
$1.26K - $1.36K
|
1.57K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.47% |
$1.26K - $1.36K
|
2.56K
$304K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.34% |
$1.15K - $1.25K
|
3.29K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11New |
$1.15K - $1.25K
|
11
$1.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.4% |
$1.05K - $1.14K
|
2.52K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.06% |
$1.05K - $1.14K
|
16.4K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
10+ 6.62% |
$1.05K - $1.14K
|
161
$19.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
9+ 0.13% |
$944 - $1.02K
|
6.72K
$797K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9+ 0.26% |
$944 - $1.02K
|
3.45K
$409K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.18% |
$840 - $908
|
4.44K
$526K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.07% |
$840 - $908
|
11.5K
$1.36M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.34% |
$840 - $908
|
2.37K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8+ 0.16% |
$840 - $908
|
5.11K
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8+ 0.01% |
$840 - $908
|
69.9K
$8.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 0.27% |
$840 - $908
|
2.96K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.57% |
$735 - $795
|
1.24K
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
7+ 0.37% |
$735 - $795
|
1.89K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.1% |
$630 - $681
|
5.82K
$689K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6+ 0.19% |
$630 - $681
|
3.18K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.03% |
$630 - $681
|
23.6K
$2.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6+ 0.06% |
$630 - $681
|
10.5K
$1.24M
|