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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.56K+ 221.29% |
$522K - $601K
|
8.07K
$984K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.55K+ 34.0% |
$521K - $600K
|
21.9K
$2.67M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.45K+ 68.4% |
$511K - $589K
|
13.4K
$1.64M
|
|
May 11, 2022
Q1 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
5.38K+ 2690.0% |
$505K - $582K
|
5.58K
$680K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.33K+ 22.38% |
$499K - $576K
|
29.1K
$3.55M
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
5.3K+ 5.65% |
$497K - $573K
|
99.2K
$12.1M
|
|
Apr 20, 2022
Q1 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
5.1KNew |
$478K - $551K
|
5.1K
$622K
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.04K+ 14.44% |
$473K - $545K
|
39.9K
$4.87M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.04K+ 9.17% |
$472K - $544K
|
60K
$7.31M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.87K+ 23.46% |
$457K - $526K
|
25.6K
$3.12M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.86K+ 8.44% |
$456K - $526K
|
62.5K
$7.62M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.78K+ 10.22% |
$449K - $517K
|
51.6K
$6.29M
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.74K+ 20.81% |
$445K - $512K
|
27.5K
$3.35M
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.63K+ 62.84% |
$434K - $500K
|
12K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.59KNew |
$431K - $496K
|
4.59K
$559K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.52KNew |
$424K - $489K
|
4.52K
$551K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.2KNew |
$394K - $454K
|
4.2K
$512K
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
4.15KNew |
$389K - $449K
|
4.15K
$506K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.12K+ 10.33% |
$386K - $445K
|
44K
$5.36M
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
4.11K+ 169.98% |
$385K - $444K
|
6.52K
$795K
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
4.1K+ 1.08% |
$384K - $443K
|
383K
$46.7M
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4.06KNew |
$381K - $439K
|
4.06K
$495K
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.91K+ 27.98% |
$367K - $422K
|
17.9K
$2.18M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.88K+ 20.91% |
$364K - $420K
|
22.5K
$2.74M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.62K+ 3.99% |
$340K - $391K
|
94.3K
$11.5M
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
3.57KNew |
$335K - $386K
|
3.57K
$435K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.43KNew |
$322K - $371K
|
3.43K
$418K
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.4KNew |
$319K - $368K
|
3.4K
$414K
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
3.32KNew |
$311K - $359K
|
3.32K
$405K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3.28KNew |
$308K - $355K
|
3.28K
$400K
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 32.61% |
$307K - $354K
|
13.3K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.23KNew |
$303K - $349K
|
3.23K
$394K
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
3.18KNew |
$298K - $343K
|
3.18K
$387K
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
3.06K+ 3.84% |
$287K - $330K
|
82.6K
$10.1M
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.98K+ 13.4% |
$280K - $322K
|
25.2K
$3.07M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96K+ 4.56% |
$277K - $320K
|
67.8K
$8.27M
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.87KNew |
$269K - $310K
|
2.87K
$350K
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
BUY
|
- |
2.73K+ 5.96% |
$256K - $295K
|
48.5K
$5.91M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.72K+ 44.78% |
$255K - $294K
|
8.8K
$1.07M
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
2.7KNew |
$253K - $291K
|
2.7K
$329K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$253K - $291K
|
2.7K
$329K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.63K+ 4174.6% |
$247K - $284K
|
2.69K
$328K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62K+ 10.12% |
$245K - $283K
|
28.5K
$3.47M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.57K+ 6.26% |
$241K - $278K
|
43.7K
$5.32M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.57K+ 9.48% |
$241K - $278K
|
29.7K
$3.62M
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.48KNew |
$232K - $268K
|
2.48K
$302K
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.45KNew |
$230K - $265K
|
2.45K
$298K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.4K+ 13.4% |
$225K - $259K
|
20.3K
$2.48M
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$224K - $259K
|
2.39K
$292K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.38KNew |
$223K - $257K
|
2.38K
$290K
|