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 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16.7K+ 53.89% |
$1.44M - $1.58M
|
47.7K
$5.79M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.4K+ 14.76% |
$1.42M - $1.55M
|
128K
$15.5M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$1.38M - $1.52M
|
16.1K
$1.95M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
15.7K+ 37.87% |
$1.35M - $1.48M
|
57K
$6.91M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
15.1K+ 1.42% |
$1.31M - $1.43M
|
1.08M
$131M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15K+ 44.75% |
$1.29M - $1.41M
|
48.4K
$5.87M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
13.8KNew |
$1.19M - $1.3M
|
13.8K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 20.22% |
$1.05M - $1.15M
|
72.2K
$8.76M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
12K+ 99.99% |
$1.04M - $1.14M
|
24K
$2.91M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12KNew |
$1.04M - $1.14M
|
12K
$1.46M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
11.2KNew |
$962K - $1.05M
|
11.2K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.7K+ 8.9% |
$924K - $1.01M
|
131K
$15.9M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.4K+ 31.1% |
$898K - $984K
|
43.9K
$5.32M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.1K+ 14.73% |
$875K - $959K
|
79K
$9.58M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
9.22K+ 6.01% |
$795K - $871K
|
163K
$19.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.07K+ 43.23% |
$782K - $857K
|
30K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.95KNew |
$772K - $846K
|
8.95K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.73K+ 10.58% |
$753K - $825K
|
91.3K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
8.61KNew |
$743K - $814K
|
8.61K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
8.21KNew |
$708K - $776K
|
8.21K
$995K
|
|
|
Apr 12, 2023
Q1 2023
|
Agincourt Capital Management, LLC
|
BUY
|
- |
7.95K+ 1.08% |
$686K - $752K
|
745K
$90.4M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.79K+ 6.91% |
$672K - $737K
|
121K
$14.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.33K+ 66.41% |
$632K - $693K
|
18.4K
$2.23M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
7.32K+ 24.21% |
$632K - $692K
|
37.6K
$4.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.84K+ 161.65% |
$590K - $647K
|
11.1K
$1.34M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.21K+ 54.59% |
$535K - $587K
|
17.6K
$2.13M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.09K+ 30.11% |
$525K - $576K
|
26.3K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.65KNew |
$487K - $534K
|
5.65K
$686K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.44K+ 61.83% |
$469K - $515K
|
14.2K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.37K+ 116.81% |
$463K - $508K
|
9.97K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.34KNew |
$461K - $505K
|
5.34K
$648K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.32K+ 59.7% |
$458K - $503K
|
14.2K
$1.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
5.3K+ 128.06% |
$457K - $501K
|
9.44K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.17K+ 16.5% |
$446K - $489K
|
36.5K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
5K+ 14.54% |
$431K - $473K
|
39.4K
$4.78M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.94K+ 5.39% |
$426K - $467K
|
96.6K
$11.7M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.83KNew |
$416K - $456K
|
4.83K
$585K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.71K+ 2.27% |
$406K - $445K
|
212K
$25.7M
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.64K+ 58.29% |
$400K - $439K
|
12.6K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.48K+ 29.15% |
$386K - $423K
|
19.8K
$2.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.43K+ 9.18% |
$382K - $419K
|
52.7K
$6.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.17K+ 50.73% |
$360K - $395K
|
12.4K
$1.5M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.12K+ 7.29% |
$355K - $389K
|
60.6K
$7.35M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.12KNew |
$355K - $389K
|
4.12K
$499K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.11KNew |
$355K - $389K
|
4.11K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.09K+ 10.57% |
$353K - $387K
|
42.8K
$5.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.09K+ 10.07% |
$353K - $387K
|
44.7K
$5.42M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.02K+ 123.84% |
$346K - $380K
|
7.26K
$880K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.99K+ 58.23% |
$344K - $377K
|
10.8K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.9K+ 3.65% |
$336K - $369K
|
111K
$13.4M
|