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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.23K+ 11.09% |
$125K - $132K
|
12.3K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.23K+ 32.06% |
$124K - $132K
|
5.05K
$596K
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.2K+ 1.06% |
$121K - $129K
|
114K
$13.4M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.18K+ 3.39% |
$120K - $127K
|
36.1K
$4.27M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18K+ 1.36% |
$120K - $127K
|
87.7K
$10.3M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.17K+ 8.3% |
$119K - $126K
|
15.3K
$1.8M
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.17K+ 28.41% |
$118K - $125K
|
5.27K
$621K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.15K+ 10.68% |
$117K - $124K
|
12K
$1.41M
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.15K+ 9.14% |
$117K - $124K
|
13.8K
$1.63M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.12K+ 27.79% |
$113K - $120K
|
5.14K
$607K
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 3.7% |
$112K - $119K
|
30.9K
$3.65M
|
|
Mar 18, 2022
Q3 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.07K+ 1.59% |
$109K - $115K
|
68.4K
$8.07M
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.07K+ 0.72% |
$108K - $115K
|
150K
$17.7M
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
1.06K+ 37.57% |
$107K - $114K
|
3.87K
$456K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.04K+ 3.93% |
$106K - $112K
|
27.6K
$3.26M
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.04K+ 1.69% |
$105K - $112K
|
62.4K
$7.36M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1K+ 17.29% |
$102K - $108K
|
6.79K
$801K
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
998+ 32.34% |
$101K - $107K
|
4.08K
$482K
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
983+ 4.14% |
$99.8K - $106K
|
24.7K
$2.92M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
913+ 5.92% |
$92.7K - $98.3K
|
16.3K
$1.93M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
895+ 16.5% |
$90.9K - $96.3K
|
6.32K
$746K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
894+ 1.86% |
$90.8K - $96.2K
|
49K
$5.78M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
885+ 885.0% |
$89.8K - $95.3K
|
985
$116K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
815+ 5.67% |
$82.7K - $87.7K
|
15.2K
$1.79M
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
785+ 18.84% |
$79.7K - $84.5K
|
4.95K
$584K
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
762+ 18.84% |
$77.4K - $82K
|
4.81K
$567K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
760+ 3.62% |
$77.2K - $81.8K
|
21.7K
$2.56M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
751+ 9.57% |
$76.2K - $80.8K
|
8.6K
$1.01M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
740+ 25.11% |
$75.1K - $79.7K
|
3.69K
$435K
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
709+ 2.92% |
$72K - $76.3K
|
25K
$2.95M
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
688+ 2.77% |
$69.8K - $74.1K
|
25.5K
$3.01M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
645+ 17.41% |
$65.5K - $69.4K
|
4.35K
$513K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
601+ 2.53% |
$61K - $64.7K
|
24.4K
$2.88M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
579+ 1.27% |
$58.8K - $62.3K
|
46.1K
$5.44M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
576+ 4.02% |
$58.5K - $62K
|
14.9K
$1.76M
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
566+ 1.73% |
$57.5K - $60.9K
|
33.2K
$3.92M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
565+ 6.43% |
$57.4K - $60.8K
|
9.35K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
558+ 8.86% |
$56.6K - $60.1K
|
6.86K
$809K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
542+ 3.31% |
$55K - $58.3K
|
16.9K
$2M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
533+ 0.46% |
$54.1K - $57.4K
|
117K
$13.8M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
530+ 12.83% |
$53.8K - $57.1K
|
4.66K
$550K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 8.5% |
$53.2K - $56.4K
|
6.69K
$790K
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
509+ 18.68% |
$51.7K - $54.8K
|
3.23K
$382K
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
507+ 2.59% |
$51.5K - $54.6K
|
20.1K
$2.37M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
484New |
$49.1K - $52.1K
|
484
$57.1K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
469+ 2.32% |
$47.6K - $50.5K
|
20.7K
$2.44M
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
466+ 24.13% |
$47.3K - $50.2K
|
2.4K
$283K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
444+ 7.28% |
$45.1K - $47.8K
|
6.54K
$772K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
406+ 11.82% |
$41.2K - $43.7K
|
3.84K
$453K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
399+ 25.02% |
$40.5K - $43K
|
1.99K
$235K
|