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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
203+ 0.46% |
$17K - $20.9K
|
44.6K
$5.4M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
195+ 3.43% |
$16.4K - $20K
|
5.89K
$712K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
193New |
$16.2K - $19.8K
|
193
$23.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
192+ 5.25% |
$16.1K - $19.7K
|
3.85K
$466K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
175New |
$14.7K - $18K
|
175
$21.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
171+ 1.42% |
$14.3K - $17.6K
|
12.2K
$1.48M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
169+ 0.86% |
$14.2K - $17.4K
|
19.9K
$2.41M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
167+ 0.72% |
$14K - $17.2K
|
23.3K
$2.82M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
159+ 2.52% |
$13.3K - $16.3K
|
6.47K
$783K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
156New |
$13.1K - $16K
|
156
$18.9K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
153+ 0.88% |
$12.8K - $15.7K
|
17.6K
$2.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
152+ 4.78% |
$12.7K - $15.6K
|
3.33K
$403K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
151+ 539.29% |
$12.7K - $15.5K
|
179
$21.7K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$12.6K - $15.4K
|
150
$18.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
147+ 4.37% |
$12.3K - $15.1K
|
3.51K
$425K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
145+ 3.24% |
$12.2K - $14.9K
|
4.62K
$560K
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
145+ 3.9% |
$12.2K - $14.9K
|
3.86K
$468K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
142New |
$11.9K - $14.6K
|
142
$17.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
137+ 5.58% |
$11.5K - $14.1K
|
2.59K
$314K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
137+ 6.51% |
$11.5K - $14.1K
|
2.24K
$271K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
129+ 43.88% |
$10.8K - $13.3K
|
423
$51.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
127+ 6.73% |
$10.7K - $13.1K
|
2.02K
$244K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
124New |
$10.4K - $12.7K
|
124
$15K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 2340.0% |
$9.81K - $12K
|
122
$14.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
114+ 1.21% |
$9.56K - $11.7K
|
9.51K
$1.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 4.29% |
$9.31K - $11.4K
|
2.7K
$327K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$8.39K - $10.3K
|
100
$12.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
BUY
|
- |
100+ 2.87% |
$8.39K - $10.3K
|
3.59K
$435K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 2.86% |
$8.39K - $10.3K
|
3.59K
$435K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
98+ 3.13% |
$8.22K - $10.1K
|
3.23K
$391K
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
97+ 0.85% |
$8.14K - $9.97K
|
11.5K
$1.39M
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
BUY
|
- |
97+ 1.54% |
$8.14K - $9.97K
|
6.4K
$775K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
94+ 0.97% |
$7.88K - $9.66K
|
9.82K
$1.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
92+ 0.35% |
$7.72K - $9.45K
|
26.1K
$3.16M
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
87New |
$7.3K - $8.94K
|
87
$10.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
84+ 0.53% |
$7.05K - $8.63K
|
16K
$1.94M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
80+ 1.19% |
$6.71K - $8.22K
|
6.79K
$821K
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
76+ 0.21% |
$6.37K - $7.81K
|
36.1K
$4.37M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
72+ 2.1% |
$6.04K - $7.4K
|
3.51K
$424K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
71+ 0.5% |
$5.96K - $7.3K
|
14.4K
$1.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
71+ 1.09% |
$5.96K - $7.3K
|
6.56K
$794K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67+ 0.66% |
$5.62K - $6.89K
|
10.2K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 3.86% |
$5.28K - $6.47K
|
1.69K
$205K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
56+ 6.81% |
$4.7K - $5.76K
|
878
$106K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 0.87% |
$4.36K - $5.34K
|
6.02K
$729K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51+ 0.79% |
$4.28K - $5.24K
|
6.48K
$785K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
50+ 1.65% |
$4.19K - $5.14K
|
3.08K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
49+ 20.76% |
$4.11K - $5.04K
|
285
$34.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
48+ 0.17% |
$4.03K - $4.93K
|
29K
$3.51M
|
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
44New |
$3.69K - $4.52K
|
44
$5.33K
|