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 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.71KNew |
$227K - $278K
|
2.71K
$328K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.69KNew |
$225K - $276K
|
2.69K
$325K
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.67KNew |
$224K - $275K
|
2.67K
$324K
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
BUY
|
- |
2.61K+ 3.3% |
$219K - $269K
|
81.7K
$9.9M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.56KNew |
$214K - $263K
|
2.56K
$309K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.51KNew |
$210K - $258K
|
2.51K
$303K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
2.5K+ 13.9% |
$210K - $257K
|
20.5K
$2.48M
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.42K+ 1.58% |
$203K - $249K
|
155K
$18.8M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.35K+ 68.76% |
$197K - $241K
|
5.77K
$698K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.25K+ 10.61% |
$188K - $231K
|
23.4K
$2.83M
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.2K+ 89.8% |
$185K - $226K
|
4.65K
$563K
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.1K+ 47.78% |
$176K - $216K
|
6.5K
$787K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.07K+ 1.67% |
$173K - $213K
|
126K
$15.2M
|
|
Mar 11, 2024
Q2 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.01K+ 8.84% |
$169K - $207K
|
24.8K
$3M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 169.91% |
$167K - $204K
|
3.16K
$382K
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.98K+ 82.73% |
$166K - $203K
|
4.37K
$529K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.92KNew |
$161K - $198K
|
1.92K
$233K
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.71K+ 4.45% |
$143K - $176K
|
40.1K
$4.86M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.68K+ 771.1% |
$141K - $173K
|
1.9K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.66K+ 2.12% |
$140K - $171K
|
80K
$9.69M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.62K+ 5.04% |
$136K - $166K
|
33.7K
$4.09M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.59K+ 19.52% |
$133K - $163K
|
9.73K
$1.18M
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.49K+ 863.37% |
$125K - $153K
|
1.66K
$201K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.44K+ 44.45% |
$121K - $148K
|
4.67K
$565K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.42K+ 10.61% |
$119K - $146K
|
14.8K
$1.8M
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.4K+ 5.72% |
$117K - $144K
|
25.8K
$3.13M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.35K+ 4.6% |
$113K - $138K
|
30.6K
$3.7M
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
BUY
|
- |
1.32K+ 5.84% |
$110K - $135K
|
23.9K
$2.89M
|
|
Aug 10, 2022
Q2 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.32K+ 20.49% |
$110K - $135K
|
7.74K
$937K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$108K - $133K
|
1.29K
$156K
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.27K+ 12.9% |
$106K - $130K
|
11.1K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.2K+ 7.92% |
$101K - $123K
|
16.4K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.14K+ 1.98% |
$96K - $118K
|
58.8K
$7.12M
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.13K+ 4.2% |
$94.4K - $116K
|
27.9K
$3.38M
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.1K+ 42.49% |
$92.5K - $113K
|
3.7K
$448K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 4.15% |
$88.4K - $108K
|
26.5K
$3.2M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.05KNew |
$88.2K - $108K
|
1.05K
$127K
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.03K+ 13.15% |
$86.5K - $106K
|
8.87K
$1.07M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
970New |
$81.4K - $99.7K
|
970
$117K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
964+ 3.89% |
$80.9K - $99.1K
|
25.7K
$3.11M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
910+ 7.83% |
$76.3K - $93.5K
|
12.5K
$1.52M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
910+ 7.83% |
$76.3K - $93.5K
|
12.5K
$1.52M
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
777+ 5.98% |
$65.2K - $79.9K
|
13.8K
$1.67M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
768+ 4.85% |
$64.4K - $78.9K
|
16.6K
$2.01M
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
755+ 33.75% |
$63.3K - $77.6K
|
2.99K
$362K
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
748+ 5.61% |
$62.7K - $76.9K
|
14.1K
$1.7M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
732+ 16.82% |
$61.4K - $75.2K
|
5.08K
$616K
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
723+ 10.27% |
$60.6K - $74.3K
|
7.76K
$940K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
664+ 31.06% |
$55.7K - $68.2K
|
2.8K
$339K
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
663+ 29.57% |
$55.6K - $68.1K
|
2.91K
$352K
|