Purchases and Sales Made in Q3 2021 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-1.95KClosed |
$198K - $210K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.03K- 1.28% |
$206K - $218K
|
156K
$18.9M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.05KClosed |
$208K - $220K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.05KClosed |
$209K - $221K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.08K- 22.91% |
$211K - $224K
|
7.01K
$849K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.31K- 96.85% |
$234K - $248K
|
75
$9.09K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-2.35K- 1.33% |
$238K - $253K
|
174K
$21.1M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-2.43K- 44.59% |
$246K - $261K
|
3.01K
$365K
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-2.61KClosed |
$265K - $281K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.66K- 54.86% |
$270K - $287K
|
2.19K
$266K
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.7K- 18.42% |
$274K - $290K
|
11.9K
$1.45M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.76K- 19.22% |
$281K - $298K
|
11.6K
$1.41M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.17KClosed |
$322K - $342K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.27KClosed |
$332K - $352K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.6KClosed |
$365K - $387K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-3.7K- 20.33% |
$376K - $398K
|
14.5K
$1.76M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.77K- 1.03% |
$382K - $406K
|
364K
$44M
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-3.99KClosed |
$405K - $430K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 55.3% |
$405K - $430K
|
3.23K
$391K
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-4.45K- 22.46% |
$452K - $479K
|
15.4K
$1.86M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.47KClosed |
$453K - $481K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.55K- 6.09% |
$462K - $490K
|
70.2K
$8.51M
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 6.45% |
$471K - $500K
|
67.3K
$8.16M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.15K- 1.01% |
$522K - $554K
|
506K
$61.3M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.29K- 8.19% |
$537K - $570K
|
59.3K
$7.19M
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-5.44KClosed |
$552K - $585K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.84K- 11.15% |
$593K - $628K
|
46.5K
$5.63M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.07K- 4.87% |
$616K - $653K
|
118K
$14.3M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-6.19K- 72.1% |
$629K - $667K
|
2.4K
$290K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.44K- 3.37% |
$755K - $801K
|
214K
$25.9M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.01KClosed |
$813K - $862K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-8.48K- 35.94% |
$860K - $912K
|
15.1K
$1.83M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.23KClosed |
$937K - $994K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-9.34K- 10.23% |
$948K - $1.01M
|
82K
$9.94M
|
|
Nov 03, 2021
Q3 2021
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-9.54K- 33.04% |
$969K - $1.03M
|
19.3K
$2.34M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.95K- 10.73% |
$1.01M - $1.07M
|
82.7K
$10M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.2K- 75.43% |
$1.04M - $1.1M
|
3.33K
$403K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.5K- 10.18% |
$1.07M - $1.14M
|
93K
$11.3M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$1.1M - $1.17M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-11.1KClosed |
$1.13M - $1.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.6K- 0.74% |
$1.18M - $1.25M
|
1.54M
$187M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.2K- 11.43% |
$1.24M - $1.32M
|
94.7K
$11.5M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.6K- 50.54% |
$1.28M - $1.36M
|
12.4K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-12.8KClosed |
$1.3M - $1.38M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 5.37% |
$1.3M - $1.38M
|
226K
$27.4M
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-12.9K- 7.44% |
$1.31M - $1.39M
|
161K
$19.5M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.8KClosed |
$1.4M - $1.49M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-15.6K- 6.73% |
$1.58M - $1.68M
|
216K
$26.2M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-15.6K- 18.75% |
$1.58M - $1.68M
|
67.6K
$8.19M
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-18.1KClosed |
$1.84M - $1.95M
|
0
$0
|