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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-344- 9.05% |
$29.7K - $32.5K
|
3.46K
$419K
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-354- 1.3% |
$30.5K - $33.5K
|
26.8K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-362- 3.01% |
$31.2K - $34.2K
|
11.7K
$1.41M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-371- 4.55% |
$32K - $35.1K
|
7.79K
$943K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-373- 2.99% |
$32.2K - $35.3K
|
12.1K
$1.47M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-373- 2.99% |
$32.2K - $35.3K
|
12.1K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-374- 0.24% |
$32.3K - $35.4K
|
153K
$18.5M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-376- 11.53% |
$32.4K - $35.6K
|
2.88K
$349K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-378- 8.54% |
$32.6K - $35.7K
|
4.05K
$490K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-387- 0.24% |
$33.4K - $36.6K
|
161K
$19.5M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-388- 1.73% |
$33.5K - $36.7K
|
22K
$2.67M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-388- 1.73% |
$33.5K - $36.7K
|
22K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-388- 0.27% |
$33.5K - $36.7K
|
145K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-397- 12.58% |
$34.2K - $37.5K
|
2.76K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-402- 12.62% |
$34.7K - $38K
|
2.78K
$337K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-402- 4.87% |
$34.7K - $38K
|
7.85K
$950K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-423- 7.47% |
$36.5K - $40K
|
5.24K
$635K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-424- 1.95% |
$36.6K - $40.1K
|
21.4K
$2.59M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-436- 26.01% |
$37.6K - $41.2K
|
1.24K
$150K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-436- 4.22% |
$37.6K - $41.2K
|
9.88K
$1.2M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-437- 9.82% |
$37.7K - $41.3K
|
4.02K
$486K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-440- 0.32% |
$37.9K - $41.6K
|
135K
$16.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-444- 5.02% |
$38.3K - $42K
|
8.4K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-455- 6.96% |
$39.2K - $43K
|
6.08K
$736K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-459- 3.08% |
$39.6K - $43.4K
|
14.4K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-459- 2.46% |
$39.6K - $43.4K
|
18.2K
$2.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-463- 3.55% |
$39.9K - $43.8K
|
12.6K
$1.52M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-467- 1.58% |
$40.3K - $44.2K
|
29.1K
$3.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-482- 2.11% |
$41.6K - $45.6K
|
22.4K
$2.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-483- 1.0% |
$41.7K - $45.7K
|
47.6K
$5.77M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-484- 3.43% |
$41.7K - $45.8K
|
13.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-488- 4.52% |
$42.1K - $46.1K
|
10.3K
$1.25M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-498- 15.84% |
$42.9K - $47.1K
|
2.65K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-518- 1.43% |
$44.7K - $49K
|
35.7K
$4.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-529- 9.24% |
$45.6K - $50K
|
5.2K
$629K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-532- 4.83% |
$45.9K - $50.3K
|
10.5K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-564- 7.08% |
$48.6K - $53.3K
|
7.4K
$896K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-566- 3.4% |
$48.8K - $53.5K
|
16.1K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-570- 23.26% |
$49.2K - $53.9K
|
1.88K
$228K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-572- 0.73% |
$49.3K - $54.1K
|
77.5K
$9.38M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-575- 27.64% |
$49.6K - $54.4K
|
1.51K
$182K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-581- 2.6% |
$50.1K - $54.9K
|
21.8K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-584- 3.01% |
$50.4K - $55.2K
|
18.8K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-598- 1.03% |
$51.6K - $56.5K
|
57.6K
$6.98M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-634- 8.0% |
$54.7K - $59.9K
|
7.29K
$883K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-640- 8.32% |
$55.2K - $60.5K
|
7.05K
$854K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-654- 5.6% |
$56.4K - $61.8K
|
11K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-667- 17.2% |
$57.5K - $63.1K
|
3.21K
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-673- 7.9% |
$58K - $63.6K
|
7.85K
$950K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-700- 1.79% |
$60.4K - $66.2K
|
38.5K
$4.66M
|