Purchases and Sales Made in Q2 2022 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q2 2022. 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 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.35K- 8.53% |
$197K - $241K
|
25.2K
$3.05M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.43KClosed |
$204K - $250K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.45KClosed |
$205K - $252K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.46K- 5.49% |
$207K - $253K
|
42.4K
$5.14M
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.48KClosed |
$208K - $255K
|
0
$0
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.53K- 13.5% |
$213K - $260K
|
16.2K
$1.97M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.56KClosed |
$214K - $263K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.57KClosed |
$216K - $264K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.58K- 93.59% |
$217K - $265K
|
177
$21.4K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-2.62KClosed |
$220K - $269K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.66KClosed |
$223K - $273K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-2.68K- 7.72% |
$225K - $276K
|
32.1K
$3.88M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.69KClosed |
$226K - $277K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.75K- 6.25% |
$230K - $282K
|
41.2K
$4.99M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.76KClosed |
$231K - $283K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.76K- 2.61% |
$232K - $284K
|
103K
$12.5M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.06K- 27.6% |
$257K - $314K
|
8.03K
$972K
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.1KClosed |
$260K - $318K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.11K- 12.13% |
$261K - $320K
|
22.5K
$2.73M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.13K- 32.12% |
$262K - $322K
|
6.61K
$801K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.14KClosed |
$263K - $322K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.21KClosed |
$270K - $330K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.26K- 5.99% |
$273K - $335K
|
51.2K
$6.2M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.28KClosed |
$275K - $337K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.3K- 4.53% |
$277K - $339K
|
69.5K
$8.42M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.43KClosed |
$288K - $353K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.46KClosed |
$290K - $355K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.8KClosed |
$318K - $390K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.89KClosed |
$327K - $400K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.93KClosed |
$330K - $404K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.97KClosed |
$333K - $408K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.14K- 31.31% |
$347K - $425K
|
9.07K
$1.1M
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-4.15KClosed |
$348K - $426K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.15K- 14.26% |
$348K - $427K
|
25K
$3.02M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.16K- 5.13% |
$349K - $428K
|
77K
$9.33M
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.2KClosed |
$352K - $432K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.32K- 26.01% |
$362K - $444K
|
12.3K
$1.49M
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 20.1% |
$367K - $450K
|
17.4K
$2.1M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.44K- 1.8% |
$372K - $456K
|
242K
$29.2M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.44K- 17.33% |
$372K - $456K
|
21.2K
$2.56M
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-4.58K- 5.55% |
$384K - $471K
|
78K
$9.45M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.67K- 2.52% |
$392K - $480K
|
181K
$21.9M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.72K- 86.24% |
$395K - $485K
|
752
$91K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.78KClosed |
$401K - $491K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.34K- 67.96% |
$448K - $549K
|
2.52K
$305K
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-5.4K- 11.14% |
$453K - $555K
|
43.1K
$5.22M
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-5.45K- 0.91% |
$457K - $561K
|
594K
$72M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.58K- 16.63% |
$468K - $574K
|
28K
$3.39M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.83K- 9.71% |
$489K - $599K
|
54.2K
$6.56M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-6.11K- 56.68% |
$513K - $628K
|
4.67K
$566K
|