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 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
925+ 21.18% |
$86.8K - $100K
|
5.29K
$640K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
901+ 15.83% |
$84.5K - $97.4K
|
6.59K
$797K
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
894+ 0.5% |
$83.9K - $96.6K
|
179K
$21.7M
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
868+ 2.56% |
$81.4K - $93.8K
|
34.8K
$4.2M
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
845+ 4.27% |
$79.3K - $91.3K
|
20.6K
$2.49M
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
831+ 0.55% |
$77.9K - $89.8K
|
153K
$18.5M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
818+ 11.17% |
$76.7K - $88.4K
|
8.14K
$985K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
803+ 6.58% |
$75.3K - $86.8K
|
13K
$1.57M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
782+ 18.66% |
$73.4K - $84.5K
|
4.97K
$601K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
756+ 3.04% |
$70.9K - $81.7K
|
25.6K
$3.1M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
724+ 6.73% |
$67.9K - $78.3K
|
11.5K
$1.39M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
709+ 37.71% |
$66.5K - $76.6K
|
2.59K
$313K
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
647+ 11.2% |
$60.7K - $69.9K
|
6.42K
$777K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
633+ 5.56% |
$59.4K - $68.4K
|
12K
$1.45M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
580+ 11.28% |
$54.4K - $62.7K
|
5.72K
$692K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
542+ 0.95% |
$50.8K - $58.6K
|
57.7K
$6.97M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
539+ 0.21% |
$50.6K - $58.3K
|
254K
$30.7M
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
517+ 11.74% |
$48.5K - $55.9K
|
4.92K
$595K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
499+ 1.37% |
$46.8K - $53.9K
|
37K
$4.47M
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
489+ 146.85% |
$45.9K - $52.9K
|
822
$99.4K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
475+ 65.97% |
$44.6K - $51.3K
|
1.2K
$144K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
467+ 8.25% |
$43.8K - $50.5K
|
6.13K
$741K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
438+ 13.61% |
$41.1K - $47.3K
|
3.66K
$442K
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
431+ 52.63% |
$40.4K - $46.6K
|
1.25K
$151K
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
407+ 12.99% |
$38.2K - $44K
|
3.54K
$428K
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
BUY
|
- |
406+ 5.61% |
$38.1K - $43.9K
|
7.64K
$923K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
401+ 5.1% |
$37.6K - $43.3K
|
8.26K
$998K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
395New |
$37.1K - $42.7K
|
395
$47.8K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
382+ 4.08% |
$35.8K - $41.3K
|
9.74K
$1.18M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
380+ 0.58% |
$35.6K - $41.1K
|
66.5K
$8.04M
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
360+ 10.87% |
$33.8K - $38.9K
|
3.67K
$444K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
358+ 17.06% |
$33.6K - $38.7K
|
2.46K
$297K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
350+ 3181.82% |
$32.8K - $37.8K
|
361
$43.7K
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
343+ 4.4% |
$32.2K - $37.1K
|
8.13K
$983K
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
341+ 1.5% |
$32K - $36.9K
|
23K
$2.79M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
334+ 1.49% |
$31.3K - $36.1K
|
22.7K
$2.75M
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
311+ 3.68% |
$29.2K - $33.6K
|
8.77K
$1.06M
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
305+ 0.08% |
$28.6K - $33K
|
385K
$46.6M
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
301+ 0.79% |
$28.2K - $32.5K
|
38.6K
$4.67M
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
293+ 0.19% |
$27.5K - $31.7K
|
158K
$19.2M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
291+ 1.72% |
$27.3K - $31.5K
|
17.2K
$2.08M
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
288+ 9.15% |
$27K - $31.1K
|
3.43K
$415K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
280+ 0.27% |
$26.3K - $30.3K
|
102K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
279+ 6.64% |
$26.2K - $30.2K
|
4.48K
$542K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
272+ 6.41% |
$25.5K - $29.4K
|
4.52K
$546K
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
267+ 2.56% |
$25K - $28.9K
|
10.7K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
265+ 11.57% |
$24.9K - $28.6K
|
2.56K
$309K
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
256+ 5.13% |
$24K - $27.7K
|
5.25K
$634K
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
250+ 2.07% |
$23.5K - $27K
|
12.3K
$1.49M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
244+ 3.05% |
$22.9K - $26.4K
|
8.24K
$997K
|