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 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.02K- 10.32% |
$261K - $286K
|
26.3K
$3.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-3.14K- 16.08% |
$270K - $296K
|
16.4K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.38K- 18.69% |
$292K - $320K
|
14.7K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-3.48K- 9.29% |
$300K - $329K
|
34K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.65K- 22.75% |
$315K - $345K
|
12.4K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-3.67K- 12.08% |
$316K - $347K
|
26.7K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.75K- 6.91% |
$323K - $354K
|
50.5K
$6.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.76K- 5.65% |
$324K - $355K
|
62.8K
$7.61M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.76K- 9.83% |
$324K - $356K
|
34.5K
$4.18M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.93K- 26.49% |
$339K - $372K
|
10.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.11K- 74.32% |
$354K - $388K
|
1.42K
$172K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.26K- 78.23% |
$368K - $403K
|
1.19K
$144K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.3K- 1.13% |
$371K - $407K
|
376K
$45.6M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-4.39K- 9.29% |
$379K - $415K
|
42.9K
$5.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.53K- 33.56% |
$391K - $428K
|
8.97K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.62K- 0.85% |
$399K - $437K
|
539K
$65.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-4.84K- 26.23% |
$418K - $458K
|
13.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.89K- 41.1% |
$422K - $463K
|
7.01K
$849K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 16.96% |
$423K - $464K
|
24K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-5K- 52.13% |
$431K - $473K
|
4.6K
$556K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.03K- 7.52% |
$433K - $475K
|
61.8K
$7.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.47K- 10.02% |
$472K - $517K
|
49.2K
$5.95M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.85K- 53.99% |
$504K - $553K
|
4.99K
$604K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.38K- 29.31% |
$551K - $604K
|
15.4K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.46K- 11.07% |
$557K - $611K
|
51.9K
$6.28M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-7.08K- 39.28% |
$611K - $669K
|
10.9K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-7.2K- 10.33% |
$621K - $681K
|
62.5K
$7.57M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.5K- 49.91% |
$646K - $709K
|
7.52K
$911K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.65K- 11.83% |
$659K - $723K
|
57K
$6.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.94K- 62.32% |
$685K - $751K
|
4.8K
$581K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.01K- 76.43% |
$691K - $758K
|
2.47K
$299K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8.02K- 60.23% |
$691K - $758K
|
5.3K
$641K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.49K- 2.24% |
$732K - $803K
|
370K
$44.8M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.63K- 2.68% |
$744K - $816K
|
314K
$38M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-8.75K- 77.4% |
$755K - $827K
|
2.56K
$309K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.34K- 12.25% |
$806K - $883K
|
66.9K
$8.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.92K- 51.76% |
$855K - $938K
|
9.24K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 22.32% |
$904K - $992K
|
36.5K
$4.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-10.8K- 53.22% |
$933K - $1.02M
|
9.51K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-11.7K- 76.53% |
$1.01M - $1.1M
|
3.58K
$434K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-12.4K- 23.3% |
$1.07M - $1.17M
|
40.8K
$4.94M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.3K- 15.57% |
$1.15M - $1.26M
|
72.1K
$8.72M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-13.6K- 5.79% |
$1.17M - $1.28M
|
221K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.5K- 18.37% |
$1.25M - $1.37M
|
64.5K
$7.81M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14.9K- 9.69% |
$1.29M - $1.41M
|
139K
$16.9M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-15.2K- 71.95% |
$1.31M - $1.43M
|
5.91K
$715K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.3K- 31.53% |
$1.32M - $1.44M
|
33.1K
$4.01M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-15.5K- 38.27% |
$1.34M - $1.46M
|
25K
$3.02M
|
|
|
May 10, 2023
Q1 2023
|
Tiff Advisory Services Inc
|
SELL
|
- |
-16K- 14.2% |
$1.38M - $1.51M
|
96.6K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.2K- 4.52% |
$1.4M - $1.53M
|
343K
$41.5M
|