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 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
663+ 2.33% |
$55.6K - $68.1K
|
29.1K
$3.53M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
617+ 9.65% |
$51.8K - $63.4K
|
7.01K
$849K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
604+ 7.32% |
$50.7K - $62.1K
|
8.86K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
601+ 8.09% |
$50.4K - $61.8K
|
8.03K
$972K
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
600+ 5.71% |
$50.3K - $61.7K
|
11.1K
$1.35M
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
594+ 49.71% |
$49.8K - $61K
|
1.79K
$217K
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
BUY
|
- |
588+ 1.61% |
$49.3K - $60.4K
|
37.1K
$4.49M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
569+ 9.29% |
$47.7K - $58.5K
|
6.7K
$811K
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
531+ 14.73% |
$44.5K - $54.6K
|
4.14K
$501K
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
BUY
|
- |
518+ 12.65% |
$43.4K - $53.2K
|
4.61K
$558K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
511+ 2.14% |
$42.9K - $52.5K
|
24.4K
$2.96M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
510+ 4.81% |
$42.8K - $52.4K
|
11.1K
$1.34M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
500New |
$41.9K - $51.4K
|
500
$60.5K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
479+ 2.84% |
$40.2K - $49.2K
|
17.3K
$2.1M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
474+ 7.5% |
$39.8K - $48.7K
|
6.8K
$823K
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
465New |
$39K - $47.8K
|
465
$56.3K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
458New |
$38.4K - $47.1K
|
458
$55.5K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
454+ 3.17% |
$38.1K - $46.7K
|
14.8K
$1.79M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
416+ 9.21% |
$34.9K - $42.8K
|
4.93K
$597K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
415+ 12.42% |
$34.8K - $42.6K
|
3.76K
$455K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
410+ 264.52% |
$34.4K - $42.1K
|
565
$68.4K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
405+ 0.28% |
$34K - $41.6K
|
144K
$17.4M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
398+ 27.87% |
$33.4K - $40.9K
|
1.83K
$221K
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
397+ 1.52% |
$33.3K - $40.8K
|
26.5K
$3.21M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
395+ 2.43% |
$33.1K - $40.6K
|
16.6K
$2.01M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
388+ 0.74% |
$32.5K - $39.9K
|
52.5K
$6.35M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
353+ 7.25% |
$29.6K - $36.3K
|
5.22K
$632K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
352+ 12.46% |
$29.5K - $36.2K
|
3.18K
$385K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
332+ 4.27% |
$27.8K - $34.1K
|
8.1K
$981K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
328New |
$27.5K - $33.7K
|
328
$39.7K
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
328+ 1.3% |
$27.5K - $33.7K
|
25.5K
$3.09M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
324+ 0.21% |
$27.2K - $33.3K
|
151K
$18.3M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
320+ 9.49% |
$26.8K - $32.9K
|
3.69K
$447K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
291New |
$24.4K - $29.9K
|
291
$35.2K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
290+ 8.94% |
$24.3K - $29.8K
|
3.53K
$428K
|
|
Aug 10, 2022
Q2 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
287+ 0.14% |
$24.1K - $29.5K
|
202K
$24.4M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
283+ 1.5% |
$23.7K - $29.1K
|
19.1K
$2.32M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
282+ 9.24% |
$23.7K - $29K
|
3.34K
$404K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
282+ 9.24% |
$23.7K - $29K
|
3.34K
$404K
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
272New |
$22.8K - $28K
|
272
$32.9K
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
272New |
$22.8K - $28K
|
272
$32.9K
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
271+ 0.71% |
$22.7K - $27.9K
|
38.6K
$4.68M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
270+ 0.17% |
$22.6K - $27.7K
|
155K
$18.7M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
261+ 3.77% |
$21.9K - $26.8K
|
7.19K
$870K
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
255+ 0.62% |
$21.4K - $26.2K
|
41.6K
$5.04M
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
243+ 4.94% |
$20.4K - $25K
|
5.16K
$625K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
232New |
$19.5K - $23.8K
|
232
$28.1K
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
230+ 3.01% |
$19.3K - $23.6K
|
7.87K
$952K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
227+ 62.88% |
$19K - $23.3K
|
588
$71.2K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
220+ 3.85% |
$18.5K - $22.6K
|
5.94K
$719K
|