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 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
13+ 0.33% |
$1.12K - $1.23K
|
3.93K
$484K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
13+ 0.26% |
$1.12K - $1.23K
|
4.93K
$608K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
12+ 0.34% |
$1.03K - $1.13K
|
3.5K
$432K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.34% |
$949 - $1.04K
|
3.24K
$400K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
10+ 0.02% |
$862 - $946
|
48.3K
$5.96M
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10+ 0.1% |
$862 - $946
|
9.99K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
9+ 0.09% |
$776 - $851
|
10.4K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
9+ 0.2% |
$776 - $851
|
4.56K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
9+ 0.26% |
$776 - $851
|
3.51K
$432K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8+ 0.29% |
$690 - $756
|
2.78K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.23% |
$690 - $756
|
3.53K
$436K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 0.22% |
$604 - $662
|
3.23K
$398K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7+ 0.21% |
$604 - $662
|
3.33K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.12% |
$431 - $473
|
4.3K
$530K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.16% |
$345 - $378
|
2.52K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4+ 0.03% |
$345 - $378
|
14.2K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$259 - $284
|
7.37K
$909K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$259 - $284
|
44K
$5.43M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.11% |
$259 - $284
|
2.67K
$329K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.03% |
$259 - $284
|
11.9K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3+ 0.03% |
$259 - $284
|
9.25K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3+ 0.02% |
$259 - $284
|
15.4K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.23% |
$172 - $189
|
889
$110K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$172 - $189
|
700
$86.4K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.03% |
$172 - $189
|
6.44K
$795K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.59% |
$86.2 - $94.6
|
170
$21K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.22% |
$86.2 - $94.6
|
451
$55.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$86.2 - $94.6
|
2.76K
$341K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$86.2 - $94.6
|
4.4K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.53% |
$86.2 - $94.6
|
188
$23.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$86.2 - $94.6
|
134K
$16.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.81% |
$86.2 - $94.6
|
124
$15.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$86.2 - $94.6
|
8.62K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.12% |
$86.2 - $94.6
|
809
$99.8K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.04% |
$86.2 - $94.6
|
2.53K
$312K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$86.2 - $94.6
|
735
$90.7K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.04% |
$172 - $189
|
4.8K
$592K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3- 0.05% |
$259 - $284
|
6.19K
$763K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6- 0.05% |
$517 - $567
|
11K
$1.36M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.32% |
$949 - $1.04K
|
3.39K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-12- 7.36% |
$1.03K - $1.13K
|
151
$18.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-15- 34.09% |
$1.29K - $1.42K
|
29
$3.58K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16- 0.26% |
$1.38K - $1.51K
|
6.08K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 1.63% |
$2.07K - $2.27K
|
1.45K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-25- 6.76% |
$2.16K - $2.36K
|
345
$42.6K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-25- 1.07% |
$2.16K - $2.36K
|
2.32K
$286K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-29- 0.11% |
$2.5K - $2.74K
|
25.7K
$3.16M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-31- 4.32% |
$2.67K - $2.93K
|
687
$84.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 1.23% |
$3.1K - $3.4K
|
2.88K
$356K
|