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 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
43+ 0.45% |
$3.61K - $4.42K
|
9.6K
$1.16M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
40New |
$3.36K - $4.11K
|
40
$4.84K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
40+ 0.41% |
$3.36K - $4.11K
|
9.68K
$1.17M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
39+ 0.15% |
$3.27K - $4.01K
|
26.8K
$3.25M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
38New |
$3.19K - $3.91K
|
38
$4.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37+ 0.19% |
$3.1K - $3.8K
|
19.2K
$2.32M
|
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
BUY
|
- |
37+ 0.24% |
$3.1K - $3.8K
|
15.4K
$1.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
36+ 0.09% |
$3.02K - $3.7K
|
38.6K
$4.68M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
36+ 0.29% |
$3.02K - $3.7K
|
12.4K
$1.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
34+ 36.56% |
$2.85K - $3.49K
|
127
$15.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
33New |
$2.77K - $3.39K
|
33
$4K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
33+ 0.3% |
$2.77K - $3.39K
|
11K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
31+ 67.39% |
$2.6K - $3.19K
|
77
$9.32K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
31+ 0.1% |
$2.6K - $3.19K
|
29.9K
$3.62M
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
BUY
|
- |
29+ 0.37% |
$2.43K - $2.98K
|
7.77K
$940K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
27New |
$2.26K - $2.77K
|
27
$3.27K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
27+ 0.31% |
$2.26K - $2.77K
|
8.8K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
26+ 6.22% |
$2.18K - $2.67K
|
444
$53.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.08% |
$2.1K - $2.57K
|
30.3K
$3.67M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
25New |
$2.1K - $2.57K
|
25
$3.03K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
23+ 0.19% |
$1.93K - $2.36K
|
12.2K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23+ 0.15% |
$1.93K - $2.36K
|
15.3K
$1.86M
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19+ 0.45% |
$1.59K - $1.95K
|
4.25K
$514K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.69% |
$1.43K - $1.75K
|
2.47K
$298K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.47% |
$1.26K - $1.54K
|
3.2K
$387K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.46% |
$1.26K - $1.54K
|
3.3K
$399K
|
|
|
Aug 02, 2022
Q2 2022
|
Drystone LLC
|
BUY
|
- |
13+ 0.19% |
$1.09K - $1.34K
|
6.72K
$814K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
12+ 0.11% |
$1.01K - $1.23K
|
10.9K
$1.31M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
11+ 0.23% |
$923 - $1.13K
|
4.79K
$580K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
11+ 3.22% |
$923 - $1.13K
|
353
$42.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.72% |
$923 - $1.13K
|
1.54K
$186K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.36% |
$755 - $925
|
2.52K
$304K
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.23% |
$755 - $925
|
3.87K
$468K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$671 - $822
|
4.09K
$495K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$671 - $822
|
8
$969
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
BUY
|
- |
8+ 0.03% |
$671 - $822
|
28.9K
$3.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
7+ 0.19% |
$587 - $719
|
3.78K
$457K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.2% |
$503 - $617
|
3K
$363K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$503 - $617
|
2.65K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.04% |
$503 - $617
|
14.1K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$419 - $514
|
11.8K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$419 - $514
|
2.88K
$349K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.05% |
$419 - $514
|
9.1K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5+ 0.18% |
$419 - $514
|
2.84K
$344K
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5+ 0.01% |
$419 - $514
|
49.2K
$5.95M
|
|
|
Dec 19, 2024
Q2 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5+ 0.15% |
$419 - $514
|
3.31K
$400K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
4+ 0.66% |
$336 - $411
|
612
$74.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4+ 0.11% |
$336 - $411
|
3.61K
$437K
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.01% |
$336 - $411
|
51.7K
$6.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.05% |
$252 - $308
|
6.43K
$779K
|