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 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
42+ 8.52% |
$4.41K - $4.77K
|
535
$70.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
42+ 0.4% |
$4.41K - $4.77K
|
10.5K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 0.29% |
$3.88K - $4.2K
|
12.6K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 0.26% |
$3.88K - $4.2K
|
14.2K
$1.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
36+ 0.36% |
$3.78K - $4.09K
|
10K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
32+ 2.53% |
$3.36K - $3.63K
|
1.3K
$171K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 0.52% |
$3.36K - $3.63K
|
6.23K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 8.29% |
$3.25K - $3.52K
|
405
$53.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 0.33% |
$2.94K - $3.18K
|
8.53K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27+ 1.37% |
$2.83K - $3.06K
|
1.99K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
27+ 3.74% |
$2.83K - $3.06K
|
749
$98.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.43% |
$2.83K - $3.06K
|
6.32K
$832K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
26+ 0.52% |
$2.73K - $2.95K
|
5.07K
$669K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 0.58% |
$2.73K - $2.95K
|
4.54K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
25+ 0.5% |
$2.62K - $2.84K
|
5.07K
$669K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25New |
$2.62K - $2.84K
|
25
$3.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
25+ 0.96% |
$2.62K - $2.84K
|
2.63K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
23+ 0.07% |
$2.41K - $2.61K
|
34.2K
$4.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22New |
$2.31K - $2.5K
|
22
$2.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.5% |
$2.31K - $2.5K
|
4.45K
$586K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
21+ 0.52% |
$2.2K - $2.38K
|
4.04K
$532K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 0.5% |
$2.1K - $2.27K
|
4.04K
$533K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
20+ 0.41% |
$2.1K - $2.27K
|
4.92K
$649K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
19+ 0.28% |
$1.99K - $2.16K
|
6.92K
$911K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.06% |
$1.99K - $2.16K
|
30.5K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
18+ 0.84% |
$1.89K - $2.04K
|
2.16K
$285K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
17+ 0.23% |
$1.78K - $1.93K
|
7.54K
$994K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
17+ 0.51% |
$1.78K - $1.93K
|
3.33K
$439K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
16+ 13.45% |
$1.68K - $1.82K
|
135
$17.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15+ 0.44% |
$1.57K - $1.7K
|
3.41K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.35% |
$1.57K - $1.7K
|
4.34K
$572K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.23% |
$1.57K - $1.7K
|
6.58K
$868K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
14+ 0.51% |
$1.47K - $1.59K
|
2.78K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.35% |
$1.47K - $1.59K
|
3.99K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
12+ 1.1% |
$1.26K - $1.36K
|
1.1K
$146K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
12+ 0.77% |
$1.26K - $1.36K
|
1.57K
$206K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.47% |
$1.26K - $1.36K
|
2.56K
$338K
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
12+ 0.51% |
$1.26K - $1.36K
|
2.34K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.34% |
$1.15K - $1.25K
|
3.29K
$434K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11New |
$1.15K - $1.25K
|
11
$1.45K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10+ 0.06% |
$1.05K - $1.14K
|
16.4K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10+ 0.4% |
$1.05K - $1.14K
|
2.52K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
10+ 6.62% |
$1.05K - $1.14K
|
161
$21.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9+ 0.26% |
$944 - $1.02K
|
3.45K
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
9+ 0.13% |
$944 - $1.02K
|
6.72K
$886K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.07% |
$840 - $908
|
11.5K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 0.27% |
$840 - $908
|
2.96K
$390K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.18% |
$840 - $908
|
4.44K
$585K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8+ 0.16% |
$840 - $908
|
5.11K
$674K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.34% |
$840 - $908
|
2.37K
$313K
|