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 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.9K+ 16.43% |
$495K - $606K
|
41.8K
$5.06M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.65KNew |
$474K - $580K
|
5.65K
$684K
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.62KNew |
$471K - $578K
|
5.62K
$681K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.55KNew |
$465K - $570K
|
5.55K
$672K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.55K+ 24.38% |
$465K - $570K
|
28.3K
$3.43M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.47KNew |
$458K - $562K
|
5.47K
$662K
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.31K+ 130.66% |
$445K - $546K
|
9.37K
$1.13M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 46.96% |
$445K - $545K
|
16.6K
$2.01M
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
5.29K+ 8.09% |
$444K - $544K
|
70.7K
$8.56M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.2KNew |
$436K - $534K
|
5.2K
$629K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.07K+ 1149.89% |
$425K - $521K
|
5.51K
$667K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.04KNew |
$423K - $518K
|
5.04K
$610K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.98K+ 101.92% |
$418K - $512K
|
9.87K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
4.95KNew |
$415K - $509K
|
4.95K
$599K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.79K+ 111.95% |
$401K - $492K
|
9.06K
$1.1M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.74K+ 32.81% |
$398K - $488K
|
19.2K
$2.33M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.54K+ 98.98% |
$381K - $467K
|
9.13K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
4.4KNew |
$369K - $452K
|
4.4K
$533K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.28KNew |
$359K - $440K
|
4.28K
$518K
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.27K+ 1.58% |
$358K - $439K
|
274K
$33.2M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.23KNew |
$355K - $435K
|
4.23K
$512K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.07KNew |
$341K - $418K
|
4.07K
$492K
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.06K+ 15.7% |
$340K - $417K
|
29.9K
$3.62M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4K+ 53.5% |
$336K - $411K
|
11.5K
$1.39M
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4K+ 7.31% |
$336K - $411K
|
58.7K
$7.11M
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
3.99K+ 4.46% |
$335K - $410K
|
93.5K
$11.3M
|
|
Aug 15, 2022
Q2 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
3.87K+ 56.19% |
$325K - $398K
|
10.8K
$1.3M
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.85K+ 30.43% |
$323K - $396K
|
16.5K
$2M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.83K+ 100.71% |
$321K - $393K
|
7.63K
$923K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3.76K+ 1.24% |
$315K - $386K
|
307K
$37.2M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.75K+ 3.62% |
$315K - $385K
|
107K
$13M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
3.68K+ 11.08% |
$309K - $378K
|
36.9K
$4.47M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$300K - $367K
|
3.57K
$432K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.47K+ 11.93% |
$291K - $357K
|
32.6K
$3.95M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$284K - $348K
|
3.38K
$409K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.3K+ 27.47% |
$277K - $339K
|
15.3K
$1.85M
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.07K+ 13.66% |
$257K - $315K
|
25.5K
$3.09M
|
|
Jul 29, 2022
Q2 2022
|
Af Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$254K - $311K
|
3.03K
$367K
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3K+ 4.29% |
$252K - $308K
|
72.9K
$8.82M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.96K+ 46.43% |
$248K - $304K
|
9.34K
$1.13M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.94K+ 1.42% |
$247K - $302K
|
211K
$25.5M
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.85KNew |
$239K - $293K
|
2.85K
$345K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
2.85K+ 5.94% |
$239K - $293K
|
50.8K
$6.16M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 106.77% |
$237K - $290K
|
5.47K
$662K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.81K+ 17.57% |
$236K - $289K
|
18.8K
$2.28M
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
2.78KNew |
$233K - $285K
|
2.78K
$336K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.75K+ 2.01% |
$231K - $283K
|
140K
$16.9M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.75K+ 29.04% |
$231K - $283K
|
12.2K
$1.48M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.73K+ 4.75% |
$229K - $281K
|
60.3K
$7.3M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.71K+ 59.95% |
$227K - $279K
|
7.23K
$876K
|