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 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
42+ 1.09% |
$3.94K - $4.54K
|
3.89K
$474K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
42+ 1.66% |
$3.94K - $4.54K
|
2.58K
$314K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
41+ 10.88% |
$3.85K - $4.43K
|
418
$50.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.64% |
$3.85K - $4.43K
|
6.43K
$784K
|
|
|
May 11, 2022
Q1 2022
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
41+ 1.99% |
$3.85K - $4.43K
|
2.1K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
40+ 0.71% |
$3.75K - $4.32K
|
5.66K
$690K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
35+ 1.23% |
$3.28K - $3.78K
|
2.88K
$351K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
35+ 0.51% |
$3.28K - $3.78K
|
6.93K
$844K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34+ 0.35% |
$3.19K - $3.68K
|
9.64K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
32+ 0.37% |
$3K - $3.46K
|
8.58K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32+ 1.33% |
$3K - $3.46K
|
2.43K
$297K
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
32+ 1.55% |
$3K - $3.46K
|
2.1K
$256K
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
28+ 19.44% |
$2.63K - $3.03K
|
172
$21K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
24+ 0.29% |
$2.25K - $2.59K
|
8.42K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.26% |
$1.97K - $2.27K
|
8.05K
$981K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
21+ 0.21% |
$1.97K - $2.27K
|
10K
$1.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
20+ 0.54% |
$1.88K - $2.16K
|
3.7K
$451K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
17+ 0.25% |
$1.59K - $1.84K
|
6.71K
$817K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
17+ 0.51% |
$1.59K - $1.84K
|
3.34K
$407K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
15+ 0.04% |
$1.41K - $1.62K
|
42.2K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.18% |
$1.22K - $1.41K
|
7.43K
$905K
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
12+ 0.46% |
$1.13K - $1.3K
|
2.62K
$319K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
11+ 0.14% |
$1.03K - $1.19K
|
7.74K
$943K
|
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
10+ 0.5% |
$938 - $1.08K
|
2.03K
$247K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.48% |
$938 - $1.08K
|
2.1K
$256K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
9+ 0.06% |
$844 - $973
|
15.9K
$1.94M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.2% |
$844 - $973
|
4.46K
$544K
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
9+ 0.03% |
$844 - $973
|
30.3K
$3.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
9+ 0.2% |
$844 - $973
|
4.51K
$550K
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7+ 0.1% |
$657 - $757
|
7.04K
$858K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.25% |
$563 - $649
|
2.45K
$298K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6New |
$563 - $649
|
6
$731
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
6New |
$563 - $649
|
6
$731
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
5+ 1.38% |
$469 - $540
|
367
$44.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$469 - $540
|
5
$609
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5New |
$469 - $540
|
5
$609
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
5New |
$469 - $540
|
5
$609
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
5+ 0.25% |
$469 - $540
|
1.99K
$242K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.16% |
$469 - $540
|
3.18K
$388K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
4+ 0.26% |
$375 - $432
|
1.53K
$186K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4+ 0.1% |
$375 - $432
|
3.86K
$470K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.0% |
$375 - $432
|
140K
$17.1M
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
3+ 0.13% |
$281 - $324
|
2.28K
$278K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.03% |
$281 - $324
|
11.8K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$281 - $324
|
4.08K
$497K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2+ 0.06% |
$188 - $216
|
3.3K
$402K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2+ 0.0% |
$188 - $216
|
49.2K
$5.99M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
2+ 0.33% |
$188 - $216
|
608
$74.1K
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$188 - $216
|
2.9K
$353K
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.03% |
$188 - $216
|
6.43K
$784K
|