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 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
235+ 6.29% |
$22K - $25.4K
|
3.97K
$481K
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
228+ 5.01% |
$21.4K - $24.6K
|
4.78K
$578K
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
220+ 1.46% |
$20.6K - $23.8K
|
15.3K
$1.85M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
206+ 6.57% |
$19.3K - $22.3K
|
3.34K
$404K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
203+ 10.84% |
$19K - $21.9K
|
2.08K
$251K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
203+ 146.04% |
$19K - $21.9K
|
342
$41.4K
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
200+ 8.89% |
$18.8K - $21.6K
|
2.45K
$296K
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
196New |
$18.4K - $21.2K
|
196
$23.7K
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
196+ 2.13% |
$18.4K - $21.2K
|
9.4K
$1.14M
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
195+ 1.38% |
$18.3K - $21.1K
|
14.3K
$1.73M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
179+ 4.42% |
$16.8K - $19.3K
|
4.23K
$511K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
179+ 5.9% |
$16.8K - $19.3K
|
3.21K
$389K
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
BUY
|
- |
175+ 4.47% |
$16.4K - $18.9K
|
4.09K
$495K
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
169+ 6.96% |
$15.9K - $18.3K
|
2.6K
$314K
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
156New |
$14.6K - $16.9K
|
156
$18.9K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152+ 2.09% |
$14.3K - $16.4K
|
7.43K
$899K
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
150New |
$14.1K - $16.2K
|
150
$18.1K
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
148+ 3.48% |
$13.9K - $16K
|
4.4K
$532K
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
148+ 0.88% |
$13.9K - $16K
|
16.9K
$2.05M
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
146+ 0.41% |
$13.7K - $15.8K
|
36K
$4.35M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
136New |
$12.8K - $14.7K
|
136
$16.4K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
134+ 0.17% |
$12.6K - $14.5K
|
81.2K
$9.82M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
120New |
$11.3K - $13K
|
120
$14.5K
|
|
May 04, 2022
Q1 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
103+ 0.05% |
$9.66K - $11.1K
|
201K
$24.4M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
101+ 10.84% |
$9.47K - $10.9K
|
1.03K
$125K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 0.42% |
$9.38K - $10.8K
|
23.9K
$2.89M
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.26% |
$9.19K - $10.6K
|
38.4K
$4.64M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
98New |
$9.19K - $10.6K
|
98
$11.9K
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
96+ 0.51% |
$9K - $10.4K
|
19.1K
$2.31M
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
93New |
$8.72K - $10.1K
|
93
$11.2K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
92New |
$8.63K - $9.94K
|
92
$11.1K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
89+ 1.23% |
$8.35K - $9.62K
|
7.32K
$886K
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
88+ 2.5% |
$8.25K - $9.51K
|
3.61K
$436K
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
84+ 1.53% |
$7.88K - $9.08K
|
5.58K
$675K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
78+ 3.56% |
$7.32K - $8.43K
|
2.27K
$274K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
74New |
$6.94K - $8K
|
74
$8.95K
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
73+ 0.3% |
$6.85K - $7.89K
|
24.8K
$2.99M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
66New |
$6.19K - $7.13K
|
66
$7.98K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
65+ 38.01% |
$6.1K - $7.03K
|
236
$28.5K
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59+ 25.11% |
$5.53K - $6.38K
|
294
$35.6K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
59+ 0.49% |
$5.53K - $6.38K
|
12.2K
$1.48M
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
57+ 247.83% |
$5.35K - $6.16K
|
80
$9.67K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
57+ 9.93% |
$5.35K - $6.16K
|
631
$76.3K
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
52+ 1.57% |
$4.88K - $5.62K
|
3.37K
$408K
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
50+ 1.14% |
$4.69K - $5.4K
|
4.46K
$539K
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
48+ 2.4% |
$4.5K - $5.19K
|
2.05K
$248K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
48New |
$4.5K - $5.19K
|
48
$5.8K
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
48+ 2.41% |
$4.5K - $5.19K
|
2.04K
$247K
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
47+ 0.16% |
$4.41K - $5.08K
|
29.9K
$3.62M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.33% |
$4.31K - $4.97K
|
14.1K
$1.7M
|