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
Aug 29, 2023 Q1 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
100
+ 1.37%
$8.62K - $9.46K
7.4K $898K
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
99
+ 36.8%
$8.54K - $9.36K
368 $44.6K
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
98
+ 0.76%
$8.45K - $9.27K
13K $1.57M
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
96
+ 0.66%
$8.28K - $9.08K
14.7K $1.79M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

BUY
 -
95
+ 1.99%
$8.19K - $8.98K
4.86K $589K
Apr 27, 2023 Q1 2023
Bernzott Capital Advisors

BUY
 -
88
+ 0.36%
$7.59K - $8.32K
24.3K $2.95M
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
84
+ 5.69%
$7.24K - $7.94K
1.56K $189K
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
78
+ 1.17%
$6.73K - $7.37K
6.72K $815K
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
76
+ 1.16%
$6.55K - $7.19K
6.63K $805K
May 12, 2023 Q1 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
70
+ 0.21%
$6.04K - $6.62K
33.3K $4.04M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
68
New
$5.86K - $6.43K
68 $8.25K
May 02, 2023 Q1 2023
Seven Post Investment Office LP

San Francisco, CA
BUY
 -
67
+ 0.09%
$5.78K - $6.33K
73.6K $8.93M
Apr 10, 2023 Q1 2023
Lbmc Investment Advisors, LLC

BUY
 -
66
+ 0.46%
$5.69K - $6.24K
14.3K $1.74M
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
65
+ 2.54%
$5.61K - $6.15K
2.63K $319K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
65
+ 1083.33%
$5.61K - $6.15K
71 $8.61K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
64
+ 15.02%
$5.52K - $6.05K
490 $59.4K
Apr 18, 2023 Q1 2023
Claybrook Capital, LLC

BUY
 -
60
+ 0.2%
$5.17K - $5.67K
30.2K $3.66M
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
60
New
$5.17K - $5.67K
60 $7.28K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
57
+ 1.97%
$4.92K - $5.39K
2.95K $358K
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
56
+ 1.38%
$4.83K - $5.29K
4.13K $501K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
54
+ 2.17%
$4.66K - $5.11K
2.54K $308K
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
50
+ 0.93%
$4.31K - $4.73K
5.43K $659K
Apr 26, 2023 Q1 2023
Maryland Capital Advisors Inc.

BUY
 -
49
+ 3.9%
$4.23K - $4.63K
1.31K $159K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
47
New
$4.05K - $4.44K
47 $5.7K
May 01, 2023 Q1 2023
Waypoint Wealth Partners Inc.

BUY
 -
46
+ 0.62%
$3.97K - $4.35K
7.46K $905K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
46
+ 0.18%
$3.97K - $4.35K
25.2K $3.05M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
45
+ 0.66%
$3.88K - $4.25K
6.85K $831K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
42
+ 13.33%
$3.62K - $3.97K
357 $43.3K
May 02, 2023 Q1 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
42
+ 29.58%
$3.62K - $3.97K
184 $22.3K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
41
+ 0.35%
$3.54K - $3.88K
11.8K $1.43M
Jun 14, 2024 Q1 2023
Quent Capital, LLC

BUY
 -
34
+ 4.75%
$2.93K - $3.21K
750 $91K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
34
New
$2.93K - $3.21K
34 $4.12K
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
33
+ 35.11%
$2.85K - $3.12K
127 $15.4K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
31
+ 7.26%
$2.67K - $2.93K
458 $55.6K
Apr 14, 2023 Q1 2023
Carolina Wealth Advisors, LLC

BUY
 -
28
New
$2.41K - $2.65K
28 $3.4K
Apr 27, 2023 Q1 2023
Aspiriant, LLC

BUY
 -
28
+ 0.58%
$2.41K - $2.65K
4.82K $585K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
28
+ 0.32%
$2.41K - $2.65K
8.84K $1.07M
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
27
+ 1.18%
$2.33K - $2.55K
2.31K $281K
Apr 20, 2023 Q1 2023
Mbe Wealth Management, LLC

BUY
 -
26
+ 0.7%
$2.24K - $2.46K
3.76K $457K
May 31, 2023 Q1 2023
Fc Advisory LLC

BUY
 -
23
+ 0.33%
$1.98K - $2.17K
6.91K $838K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
20
+ 0.21%
$1.72K - $1.89K
9.59K $1.16M
Apr 20, 2023 Q1 2023
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
19
+ 0.58%
$1.64K - $1.8K
3.28K $397K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
17
New
$1.47K - $1.61K
17 $2.06K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
16
+ 0.4%
$1.38K - $1.51K
3.98K $483K
May 11, 2023 Q1 2023
Karpus Management, Inc.

Pittsford, NY
BUY
 -
15
+ 0.11%
$1.29K - $1.42K
14K $1.7M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
15
+ 26.79%
$1.29K - $1.42K
71 $8.61K
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
14
+ 0.32%
$1.21K - $1.32K
4.36K $529K
Apr 18, 2023 Q1 2023
Flower City Capital

BUY
 -
14
+ 0.57%
$1.21K - $1.32K
2.48K $301K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
13
+ 0.26%
$1.12K - $1.23K
4.93K $598K

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