Purchases and Sales Made in Q1 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 2023. 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 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
565K+ 89.88% |
$48.7M - $53.4M
|
1.19M
$145M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
561K+ 11798.78% |
$48.4M - $53.1M
|
566K
$68.5M
|
|
|
May 15, 2023
Q1 2023
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
558KNew |
$48.1M - $52.7M
|
558K
$67.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
534KNew |
$46M - $50.5M
|
534K
$64.6M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
512K+ 87.62% |
$44.2M - $48.4M
|
1.1M
$133M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
492K+ 47.54% |
$42.4M - $46.5M
|
1.53M
$185M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
483KNew |
$41.7M - $45.7M
|
483K
$58.5M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
BUY
|
- |
402K+ 140.38% |
$34.6M - $38M
|
688K
$83.3M
|
|
|
May 04, 2023
Q1 2023
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
333K+ 37.48% |
$28.7M - $31.4M
|
1.22M
$148M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
316KNew |
$27.2M - $29.8M
|
316K
$38.2M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
298KNew |
$25.7M - $28.2M
|
298K
$36.1M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
264K+ 102.76% |
$22.7M - $24.9M
|
520K
$63M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
207K+ 9.35% |
$17.8M - $19.5M
|
2.41M
$292M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
203K+ 55.82% |
$17.5M - $19.2M
|
566K
$68.6M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
165K+ 82.81% |
$14.2M - $15.6M
|
363K
$44M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
143K+ 112800.79% |
$12.4M - $13.5M
|
143K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
129K+ 22.84% |
$11.1M - $12.2M
|
695K
$84.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
103K+ 6.2% |
$8.92M - $9.78M
|
1.77M
$214M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.7K+ 8.52% |
$7.22M - $7.91M
|
1.07M
$129M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
80.2K+ 428.58% |
$6.92M - $7.58M
|
98.9K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
80K+ 8.57% |
$6.9M - $7.56M
|
1.01M
$123M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
77.2K+ 33.95% |
$6.66M - $7.3M
|
305K
$36.9M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
77KNew |
$6.64M - $7.28M
|
77K
$9.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.9K+ 416.13% |
$6.64M - $7.27M
|
95.4K
$11.6M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
69.3K+ 10741.24% |
$5.97M - $6.55M
|
69.9K
$8.47M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.3K+ 44.58% |
$5.37M - $5.89M
|
202K
$24.5M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
58KNew |
$5M - $5.48M
|
58K
$7.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
57.3K+ 68.8% |
$4.95M - $5.42M
|
141K
$17M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
BUY
|
- |
54.5K+ 55.87% |
$4.7M - $5.16M
|
152K
$18.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
49.6KNew |
$4.28M - $4.69M
|
49.6K
$6.01M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
45.6K+ 74.11% |
$3.93M - $4.31M
|
107K
$13M
|
|
|
Apr 13, 2023
Q1 2023
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
40.3K+ 15.46% |
$3.47M - $3.81M
|
301K
$36.4M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
39.8KNew |
$3.43M - $3.77M
|
39.8K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
36.7KNew |
$3.17M - $3.47M
|
36.7K
$4.45M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.1K+ 3.15% |
$2.69M - $2.94M
|
1.02M
$124M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.3K+ 31.41% |
$2.53M - $2.77M
|
123K
$14.8M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
28.7K+ 7.23% |
$2.48M - $2.72M
|
426K
$51.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28.7KNew |
$2.48M - $2.72M
|
28.7K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
26.2K+ 12.41% |
$2.26M - $2.48M
|
237K
$28.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
26.1KNew |
$2.25M - $2.47M
|
26.1K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
25.9K+ 52.05% |
$2.24M - $2.45M
|
75.7K
$9.17M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
23.6K+ 84.46% |
$2.04M - $2.23M
|
51.6K
$6.24M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.3K+ 8.46% |
$2.01M - $2.21M
|
299K
$36.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
21.6K+ 14.33% |
$1.86M - $2.04M
|
172K
$20.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.1K+ 59.96% |
$1.74M - $1.9M
|
53.7K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.9K+ 3.4% |
$1.63M - $1.79M
|
576K
$69.8M
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
18.3K+ 46.27% |
$1.58M - $1.73M
|
57.7K
$6.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.7K+ 17.58% |
$1.53M - $1.68M
|
119K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
17.2KNew |
$1.48M - $1.63M
|
17.2K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
17K+ 29.03% |
$1.46M - $1.61M
|
75.5K
$9.14M
|