Purchases and Sales Made in Q1 2022 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-264- 0.41% |
$24.8K - $28.5K
|
64.3K
$7.78M
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-293- 1.11% |
$27.5K - $31.7K
|
26.1K
$3.16M
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-294- 1.33% |
$27.6K - $31.8K
|
21.8K
$2.63M
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-298- 1.07% |
$28K - $32.2K
|
27.5K
$3.33M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-310- 7.25% |
$29.1K - $33.5K
|
3.97K
$480K
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-324Closed |
$30.4K - $35K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-324Closed |
$30.4K - $35K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-328- 10.83% |
$30.8K - $35.5K
|
2.7K
$327K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-338- 8.74% |
$31.7K - $36.5K
|
3.53K
$427K
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-345- 4.9% |
$32.4K - $37.3K
|
6.7K
$810K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-345- 8.07% |
$32.4K - $37.3K
|
3.93K
$475K
|
|
May 03, 2022
Q1 2022
|
Trevian Wealth Management LLC
|
SELL
|
- |
-355- 5.75% |
$33.3K - $38.4K
|
5.82K
$703K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-359Closed |
$33.7K - $38.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-363- 2.67% |
$34K - $39.2K
|
13.3K
$1.6M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-386- 1.34% |
$36.2K - $41.7K
|
28.5K
$3.45M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-397- 3.79% |
$37.2K - $42.9K
|
10.1K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-400- 1.1% |
$37.5K - $43.2K
|
35.9K
$4.34M
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-402- 2.18% |
$37.7K - $43.5K
|
18K
$2.18M
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-425- 0.95% |
$39.9K - $45.9K
|
44.4K
$5.37M
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-473- 13.12% |
$44.4K - $51.1K
|
3.13K
$379K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-480- 1.81% |
$45K - $51.9K
|
26K
$3.14M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-487- 0.92% |
$45.7K - $52.6K
|
52.6K
$6.36M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-489- 15.05% |
$45.9K - $52.9K
|
2.76K
$334K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-500Closed |
$46.9K - $54K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-508Closed |
$47.7K - $54.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-515- 4.49% |
$48.3K - $55.7K
|
11K
$1.32M
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
SELL
|
- |
-527- 13.12% |
$49.4K - $57K
|
3.49K
$422K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-533- 9.86% |
$50K - $57.6K
|
4.87K
$589K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-560- 12.85% |
$52.5K - $60.5K
|
3.8K
$459K
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
SELL
|
- |
-582- 13.54% |
$54.6K - $62.9K
|
3.72K
$449K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-599- 9.73% |
$56.2K - $64.7K
|
5.56K
$672K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-607- 18.66% |
$56.9K - $65.6K
|
2.65K
$320K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-621Closed |
$58.2K - $67.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-623- 74.08% |
$58.4K - $67.3K
|
218
$26.4K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-671- 6.14% |
$62.9K - $72.5K
|
10.3K
$1.24M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-675Closed |
$63.3K - $73K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-687- 9.8% |
$64.4K - $74.3K
|
6.32K
$764K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-711- 0.33% |
$66.7K - $76.9K
|
214K
$25.9M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-713- 3.66% |
$66.9K - $77.1K
|
18.8K
$2.27M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-720- 1.51% |
$67.5K - $77.8K
|
46.9K
$5.68M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-721- 19.1% |
$67.6K - $77.9K
|
3.05K
$369K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-721- 19.1% |
$67.6K - $77.9K
|
3.05K
$369K
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-723- 21.37% |
$67.8K - $78.1K
|
2.66K
$322K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-725- 12.9% |
$68K - $78.4K
|
4.9K
$592K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-750- 7.89% |
$70.4K - $81.1K
|
8.76K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-754- 50.84% |
$70.7K - $81.5K
|
729
$88.2K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-755- 12.53% |
$70.8K - $81.6K
|
5.27K
$637K
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-825- 13.02% |
$77.4K - $89.2K
|
5.51K
$666K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-850- 10.77% |
$79.7K - $91.9K
|
7.04K
$851K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-856- 3.52% |
$80.3K - $92.5K
|
23.5K
$2.84M
|