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 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.03% |
$630 - $681
|
23.6K
$2.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$630 - $681
|
3.82K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.1% |
$630 - $681
|
5.82K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
5+ 0.03% |
$525 - $568
|
15.3K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.78% |
$525 - $568
|
647
$75.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4+ 0.86% |
$420 - $454
|
467
$54.2K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4+ 21.05% |
$420 - $454
|
23
$2.67K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$420 - $454
|
11.4K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4+ 8.33% |
$420 - $454
|
52
$6.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.02% |
$315 - $341
|
14.2K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
2+ 3.13% |
$210 - $227
|
66
$7.67K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.23% |
$210 - $227
|
886
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.49% |
$210 - $227
|
407
$47.3K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$210 - $227
|
2
$232
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
2New |
$210 - $227
|
2
$232
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1+ 0.0% |
$105 - $114
|
144K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
7.85K
$911K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1+ 0.05% |
$105 - $114
|
2.17K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.33% |
$105 - $114
|
76
$8.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.75% |
$105 - $114
|
134
$15.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.53K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 0.88% |
$105 - $114
|
114
$13.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.76K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.01% |
$105 - $114
|
11.4K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
10.2K
$1.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.28% |
$105 - $114
|
356
$41.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.05% |
$105 - $114
|
2.03K
$236K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.03% |
$105 - $114
|
3.76K
$437K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$105 - $114
|
9.89K
$1.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$105 - $114
|
3.63K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.47% |
$105 - $114
|
214
$24.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.29% |
$105 - $114
|
340
$39.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.07% |
$105 - $114
|
1.39K
$161K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $114
|
2.64K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.04% |
$105 - $114
|
2.24K
$260K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-4- 0.02% |
$420 - $454
|
20.9K
$2.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 3.88% |
$525 - $568
|
124
$14.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-8- 0.42% |
$840 - $908
|
1.9K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-9- 0.45% |
$944 - $1.02K
|
2.01K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9- 0.03% |
$944 - $1.02K
|
30.5K
$3.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.05% |
$944 - $1.02K
|
16.4K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9- 0.03% |
$944 - $1.02K
|
26K
$3.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10- 5.81% |
$1.05K - $1.14K
|
162
$18.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-11- 0.36% |
$1.15K - $1.25K
|
3.08K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-13- 0.94% |
$1.36K - $1.48K
|
1.38K
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-15- 0.06% |
$1.57K - $1.7K
|
23.5K
$2.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-17- 0.07% |
$1.78K - $1.93K
|
24.8K
$2.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Ht Partners LLC
|
SELL
|
- |
-21- 0.08% |
$2.2K - $2.38K
|
27.2K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 16.3% |
$2.31K - $2.5K
|
113
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 0.2% |
$2.31K - $2.5K
|
10.8K
$1.25M
|