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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 0.59% |
$1.94M - $2.37M
|
3.93M
$476M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.1K+ 0.59% |
$1.94M - $2.37M
|
3.93M
$476M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
22.7KNew |
$1.9M - $2.33M
|
22.7K
$2.75M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.9K+ 270.72% |
$1.83M - $2.25M
|
29.9K
$3.62M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
21.8K+ 10.17% |
$1.83M - $2.24M
|
236K
$28.6M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
21.8K+ 10.17% |
$1.83M - $2.24M
|
236K
$28.6M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 5.31% |
$1.59M - $1.94M
|
375K
$45.4M
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
17.6K+ 18.2% |
$1.48M - $1.81M
|
114K
$13.8M
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
16.7K+ 38.98% |
$1.4M - $1.71M
|
59.4K
$7.19M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
16.6K+ 10.83% |
$1.39M - $1.7M
|
170K
$20.5M
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14.7K+ 365.17% |
$1.23M - $1.51M
|
18.7K
$2.26M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14.6K+ 121.65% |
$1.22M - $1.5M
|
26.6K
$3.22M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.5K+ 21.55% |
$1.13M - $1.38M
|
75.9K
$9.19M
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
13.2K+ 171.63% |
$1.11M - $1.35M
|
20.9K
$2.53M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.4K+ 80.68% |
$959K - $1.18M
|
25.6K
$3.1M
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
10.9K+ 213.63% |
$914K - $1.12M
|
16K
$1.94M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.3K+ 3.85% |
$866K - $1.06M
|
279K
$33.7M
|
|
Aug 15, 2022
Q2 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
10.1K+ 29.5% |
$851K - $1.04M
|
44.5K
$5.39M
|
|
Jul 29, 2022
Q2 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
9.75K+ 6.06% |
$818K - $1M
|
171K
$20.7M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.56K+ 6.1% |
$802K - $983K
|
166K
$20.1M
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
9.49K+ 167.67% |
$796K - $975K
|
15.2K
$1.83M
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
9.35K+ 9.43% |
$784K - $961K
|
109K
$13.1M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.15K+ 14.22% |
$768K - $940K
|
73.5K
$8.9M
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
8.81K+ 40.67% |
$739K - $905K
|
30.5K
$3.69M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.74KNew |
$733K - $898K
|
8.74K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.71K+ 34.79% |
$730K - $895K
|
33.7K
$4.08M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.6K+ 14.46% |
$721K - $884K
|
68.1K
$8.24M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.11KNew |
$680K - $833K
|
8.11K
$982K
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.03K+ 44.91% |
$673K - $825K
|
25.9K
$3.14M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.77K+ 31.83% |
$652K - $799K
|
32.2K
$3.9M
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
7.77KNew |
$651K - $798K
|
7.77K
$940K
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
7.65K+ 4.83% |
$642K - $786K
|
166K
$20.1M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.6KNew |
$638K - $781K
|
7.6K
$921K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.54KNew |
$632K - $774K
|
7.54K
$912K
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
7.26KNew |
$609K - $746K
|
7.26K
$879K
|
|
Aug 15, 2022
Q2 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.18K+ 11.64% |
$602K - $738K
|
68.9K
$8.34M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
7.14K+ 134.62% |
$598K - $733K
|
12.4K
$1.51M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.9K+ 16.2% |
$579K - $709K
|
49.5K
$5.99M
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.85KNew |
$575K - $704K
|
6.85K
$829K
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
6.75K+ 11.0% |
$567K - $694K
|
68.2K
$8.25M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.71KNew |
$562K - $689K
|
6.71K
$812K
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.65K+ 15.24% |
$558K - $684K
|
50.3K
$6.09M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.55K+ 6.95% |
$549K - $673K
|
101K
$12.2M
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
6.5K+ 16.27% |
$545K - $668K
|
46.4K
$5.62M
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
6.42K+ 100.79% |
$538K - $659K
|
12.8K
$1.55M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.39K+ 174.13% |
$536K - $657K
|
10.1K
$1.22M
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
6.35K+ 0.7% |
$533K - $653K
|
911K
$110M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.17K+ 15.0% |
$518K - $635K
|
47.3K
$5.73M
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
6K+ 8.92% |
$504K - $617K
|
73.3K
$8.87M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.92KNew |
$496K - $608K
|
5.92K
$716K
|