Purchases and Sales Made in Q1 2023 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
1.78K
New
$153K - $168K
1.78K $215K
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
1.72K
+ 15.16%
$148K - $162K
13.1K $1.58M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
1.64K
+ 3.27%
$142K - $155K
51.9K $6.3M
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
1.61K
New
$139K - $152K
1.61K $195K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.57K
+ 4.45%
$136K - $149K
36.9K $4.48M
May 05, 2023 Q1 2023
Hemington Wealth Management

BUY
 -
1.54K
+ 4.78%
$133K - $146K
33.8K $4.1M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.51K
+ 28.03%
$130K - $143K
6.91K $838K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.47K
+ 19.41%
$127K - $139K
9.05K $1.1M
Apr 19, 2023 Q1 2023
Horizon Financial Services, LLC

BUY
 -
1.46K
+ 35.85%
$126K - $138K
5.54K $672K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.45K
+ 0.73%
$125K - $137K
199K $24.2M
May 10, 2023 Q1 2023
Brandywine Oak Private Wealth LLC

BUY
 -
1.37K
+ 20.89%
$118K - $129K
7.9K $958K
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.33K
+ 21.85%
$115K - $126K
7.42K $900K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
1.07K
+ 13.43%
$92.5K - $101K
9.06K $1.1M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
1.05K
+ 10.22%
$90.6K - $99.3K
11.3K $1.37M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.04K
+ 104400.0%
$90K - $98.7K
1.05K $127K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
1.03K
+ 13.58%
$89.1K - $97.7K
8.64K $1.05M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.02K
+ 419.67%
$88.3K - $96.8K
1.27K $154K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
1K
New
$86.2K - $94.6K
1K $121K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
996
+ 36.02%
$85.9K - $94.2K
3.76K $456K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
972
+ 34.76%
$83.8K - $91.9K
3.77K $457K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
960
+ 28.72%
$82.8K - $90.8K
4.3K $522K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
945
+ 7.14%
$81.5K - $89.3K
14.2K $1.72M
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
939
+ 19.67%
$81K - $88.8K
5.71K $693K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
921
+ 1.82%
$79.4K - $87.1K
51.4K $6.23M
May 01, 2023 Q1 2023
Orcam Financial Group

Encinitas, CA
BUY
 -
876
+ 1.09%
$75.5K - $82.8K
81.1K $9.84M
Apr 24, 2023 Q1 2023
Windward Private Wealth Management Inc.

BUY
 -
850
+ 10.25%
$73.3K - $80.4K
9.14K $1.11M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
849
+ 74.93%
$73.2K - $80.3K
1.98K $240K
May 02, 2023 Q1 2023
Sym Financial Corp

BUY
 -
815
+ 1.99%
$70.3K - $77.1K
41.9K $5.08M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
813
+ 0.78%
$70.1K - $76.9K
105K $12.8M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
772
+ 12.88%
$66.6K - $73K
6.77K $821K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
724
+ 106.0%
$62.4K - $68.5K
1.41K $171K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
721
+ 3.95%
$62.2K - $68.2K
19K $2.3M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
720
+ 2.97%
$62.1K - $68.1K
25K $3.03M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
705
+ 8.55%
$60.8K - $66.7K
8.95K $1.09M
May 11, 2023 Q1 2023
Cutler Investment Counsel LLC

BUY
 -
704
+ 7.89%
$60.7K - $66.6K
9.63K $1.17M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
691
New
$59.6K - $65.3K
691 $83.8K
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
685
+ 129.73%
$59.1K - $64.8K
1.21K $147K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
646
+ 0.84%
$55.7K - $61.1K
77.3K $9.37M
Jun 13, 2023 Q1 2023
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
629
+ 3.86%
$54.2K - $59.5K
16.9K $2.05M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
611
+ 14.1%
$52.7K - $57.8K
4.94K $600K
May 12, 2023 Q1 2023
Astoria Strategic Wealth, Inc.

BUY
 -
610
+ 3.94%
$52.6K - $57.7K
16.1K $1.95M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
587
+ 7.68%
$50.6K - $55.5K
8.23K $998K
Apr 14, 2023 Q1 2023
Ironwood Financial, LLC

BUY
 -
556
+ 4.25%
$47.9K - $52.6K
13.6K $1.65M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
536
+ 1.81%
$46.2K - $50.7K
30.1K $3.65M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
518
+ 1.45%
$44.7K - $49K
36.2K $4.4M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
501
+ 19.6%
$43.2K - $47.4K
3.06K $371K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
439
+ 1.19%
$37.9K - $41.5K
37.4K $4.54M
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
427
+ 4.27%
$36.8K - $40.4K
10.4K $1.27M
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
405
+ 6.44%
$34.9K - $38.3K
6.7K $812K

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