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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.82K- 51.64% |
$265K - $305K
|
2.64K
$327K
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.97K- 11.55% |
$279K - $321K
|
22.7K
$2.81M
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-3.06K- 16.18% |
$287K - $330K
|
15.8K
$1.96M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.09K- 36.85% |
$290K - $334K
|
5.3K
$655K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.16KClosed |
$296K - $341K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3.22KClosed |
$302K - $348K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.48K- 5.64% |
$326K - $376K
|
58.2K
$7.19M
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
SELL
|
- |
-3.57K- 28.29% |
$335K - $386K
|
9.06K
$1.12M
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.67K- 56.4% |
$344K - $396K
|
2.84K
$351K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.78K- 19.96% |
$355K - $409K
|
15.2K
$1.88M
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-3.79KClosed |
$355K - $410K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.91KClosed |
$367K - $423K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.07K- 34.11% |
$382K - $440K
|
7.86K
$972K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-4.22KClosed |
$396K - $456K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.29K- 4.25% |
$403K - $464K
|
96.7K
$12M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.49K- 29.39% |
$421K - $486K
|
10.8K
$1.33M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.65K- 5.71% |
$436K - $502K
|
76.7K
$9.48M
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-4.72K- 64.73% |
$443K - $510K
|
2.57K
$318K
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.91K- 29.54% |
$461K - $531K
|
11.7K
$1.45M
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.99KClosed |
$468K - $539K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.22K- 2.59% |
$490K - $564K
|
197K
$24.3M
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.34K- 20.11% |
$501K - $577K
|
21.2K
$2.62M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.34K- 58.41% |
$501K - $577K
|
3.8K
$470K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.34K- 60.82% |
$501K - $577K
|
3.44K
$425K
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.38K- 43.96% |
$505K - $582K
|
6.86K
$849K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-5.68K- 10.58% |
$533K - $614K
|
48K
$5.93M
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.7K- 9.43% |
$534K - $616K
|
54.7K
$6.76M
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.79KClosed |
$543K - $625K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5.89K- 53.07% |
$552K - $636K
|
5.21K
$644K
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6.51K- 13.65% |
$610K - $703K
|
41.2K
$5.09M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.53KClosed |
$612K - $706K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.7K- 1.84% |
$628K - $724K
|
357K
$44.1M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.87K- 15.2% |
$645K - $743K
|
38.4K
$4.74M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-7.28KClosed |
$683K - $787K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-7.35K- 53.12% |
$690K - $795K
|
6.49K
$802K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.42K- 4.69% |
$696K - $802K
|
151K
$18.6M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.64K- 32.31% |
$716K - $826K
|
16K
$1.98M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.72K- 51.81% |
$724K - $835K
|
7.18K
$888K
|
|
May 09, 2022
Q1 2022
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-7.77K- 1.41% |
$728K - $839K
|
543K
$67.2M
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-8.02K- 7.66% |
$752K - $867K
|
96.8K
$12M
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-8.03K- 27.05% |
$754K - $868K
|
21.7K
$2.68M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.44KClosed |
$792K - $913K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-9.32K- 83.15% |
$874K - $1.01M
|
1.89K
$233K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-9.54K- 59.38% |
$895K - $1.03M
|
6.53K
$807K
|
|
May 09, 2022
Q1 2022
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-9.62K- 49.77% |
$903K - $1.04M
|
9.71K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.91K- 98.46% |
$930K - $1.07M
|
155
$19.2K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.1K- 52.59% |
$947K - $1.09M
|
9.1K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-10.4K- 13.02% |
$976K - $1.12M
|
69.5K
$8.59M
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-12KClosed |
$1.13M - $1.3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-12.5K- 7.09% |
$1.18M - $1.35M
|
164K
$20.3M
|