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 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16.3K- 99.05% |
$1.41M - $1.54M
|
156
$18.9K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-16.8K- 36.23% |
$1.45M - $1.59M
|
29.6K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 9.04% |
$1.68M - $1.84M
|
196K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-21.1K- 58.91% |
$1.82M - $1.99M
|
14.7K
$1.78M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-21.3K- 11.1% |
$1.84M - $2.02M
|
171K
$20.7M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-22.6K- 51.91% |
$1.95M - $2.13M
|
20.9K
$2.53M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-24K- 16.44% |
$2.07M - $2.27M
|
122K
$14.8M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-24K- 15.87% |
$2.07M - $2.27M
|
127K
$15.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-25.6K- 39.95% |
$2.21M - $2.42M
|
38.5K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-27.8K- 5.57% |
$2.4M - $2.63M
|
471K
$57M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-29.4K- 14.07% |
$2.53M - $2.78M
|
179K
$21.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.1K- 6.23% |
$2.77M - $3.03M
|
483K
$58.5M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.1K- 6.23% |
$2.77M - $3.03M
|
483K
$58.5M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33.1K- 43.02% |
$2.86M - $3.13M
|
43.9K
$5.31M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-36.9K- 16.06% |
$3.18M - $3.49M
|
193K
$23.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-37.8K- 26.91% |
$3.26M - $3.57M
|
103K
$12.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.2K- 67.18% |
$3.3M - $3.62M
|
18.7K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-39.9K- 19.71% |
$3.44M - $3.78M
|
163K
$19.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-43.2K- 71.86% |
$3.72M - $4.08M
|
16.9K
$2.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-44.4K- 95.76% |
$3.83M - $4.2M
|
1.96K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44.5K- 20.9% |
$3.84M - $4.21M
|
168K
$20.4M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-45.5K- 13.07% |
$3.93M - $4.3M
|
303K
$36.6M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-48.7K- 77.09% |
$4.2M - $4.61M
|
14.5K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-51.8K- 71.5% |
$4.46M - $4.89M
|
20.6K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-59.4K- 5.32% |
$5.12M - $5.61M
|
1.06M
$128M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71.7K- 56.24% |
$6.18M - $6.78M
|
55.8K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-78.9K- 75.74% |
$6.8M - $7.46M
|
25.3K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83.4K- 20.17% |
$7.19M - $7.88M
|
330K
$39.9M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-85.6K- 48.07% |
$7.38M - $8.09M
|
92.4K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-101K- 10.19% |
$8.73M - $9.57M
|
892K
$108M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-102K- 32.71% |
$8.84M - $9.69M
|
211K
$25.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106K- 98.83% |
$9.11M - $9.99M
|
1.25K
$152K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-120K- 81.96% |
$10.4M - $11.4M
|
26.5K
$3.2M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-129K- 66.12% |
$11.1M - $12.2M
|
65.9K
$7.98M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-142K- 98.91% |
$12.2M - $13.4M
|
1.56K
$189K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145K- 3.35% |
$12.5M - $13.7M
|
4.17M
$505M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-200K- 93.47% |
$17.2M - $18.9M
|
14K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Madrone Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-281K- 39.93% |
$24.2M - $26.6M
|
423K
$51.2M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-316K- 97.19% |
$27.2M - $29.8M
|
9.13K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-380K- 57.89% |
$32.7M - $35.9M
|
276K
$33.4M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-810K- 25.04% |
$69.8M - $76.6M
|
2.42M
$294M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-917K- 72.31% |
$79M - $86.7M
|
351K
$42.5M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.63M- 97.98% |
$141M - $154M
|
33.6K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64M- 15.21% |
$141M - $155M
|
9.14M
$1.11B
|