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 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
394+ 1.45% |
$40K - $42.4K
|
27.5K
$3.33M
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
358+ 13.24% |
$36.3K - $38.5K
|
3.06K
$371K
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
355+ 40.62% |
$36K - $38.2K
|
1.23K
$149K
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
345+ 5.17% |
$35K - $37.1K
|
7.02K
$851K
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
BUY
|
- |
326+ 11.48% |
$33.1K - $35.1K
|
3.17K
$384K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
324New |
$32.9K - $34.9K
|
324
$39.3K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
324New |
$32.9K - $34.9K
|
324
$39.3K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
318+ 3.63% |
$32.3K - $34.2K
|
9.09K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
301+ 10.05% |
$30.6K - $32.4K
|
3.3K
$400K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
301+ 10.05% |
$30.6K - $32.4K
|
3.3K
$400K
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
298+ 1.73% |
$30.3K - $32.1K
|
17.5K
$2.12M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
290+ 8.09% |
$29.4K - $31.2K
|
3.87K
$469K
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
275+ 7.46% |
$27.9K - $29.6K
|
3.96K
$480K
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
BUY
|
- |
265+ 1.69% |
$26.9K - $28.5K
|
15.9K
$1.93M
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
265+ 5.67% |
$26.9K - $28.5K
|
4.94K
$599K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
257+ 9.75% |
$26.1K - $27.7K
|
2.89K
$351K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252+ 0.82% |
$25.6K - $27.1K
|
30.9K
$3.74M
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
250+ 0.25% |
$25.4K - $26.9K
|
101K
$12.2M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
246+ 5.16% |
$25K - $26.5K
|
5.01K
$607K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
242+ 11.03% |
$24.6K - $26.1K
|
2.44K
$295K
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
236+ 6.71% |
$24K - $25.4K
|
3.75K
$455K
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
236+ 2.21% |
$24K - $25.4K
|
10.9K
$1.32M
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
229+ 8.77% |
$23.2K - $24.7K
|
2.84K
$344K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
226+ 1.0% |
$22.9K - $24.3K
|
22.7K
$2.75M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
215+ 28.18% |
$21.8K - $23.1K
|
978
$119K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
211+ 5.16% |
$21.4K - $22.7K
|
4.3K
$521K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
202New |
$20.5K - $21.7K
|
202
$24.5K
|
|
Nov 12, 2021
Q3 2021
|
Af Advisors, Inc.
|
BUY
|
- |
200+ 6.62% |
$20.3K - $21.5K
|
3.22K
$390K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$20.3K - $21.5K
|
200
$24.2K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
191New |
$19.4K - $20.6K
|
191
$23.1K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
189+ 170.27% |
$19.2K - $20.3K
|
300
$36.4K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
186+ 5.99% |
$18.9K - $20K
|
3.29K
$399K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
186+ 1.69% |
$18.9K - $20K
|
11.2K
$1.36M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
184+ 0.66% |
$18.7K - $19.8K
|
28.1K
$3.4M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
179+ 7.2% |
$18.2K - $19.3K
|
2.66K
$323K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
BUY
|
- |
173+ 0.94% |
$17.6K - $18.6K
|
18.6K
$2.25M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
173+ 4.55% |
$17.6K - $18.6K
|
3.98K
$482K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
170+ 7.08% |
$17.3K - $18.3K
|
2.57K
$311K
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
165+ 0.4% |
$16.8K - $17.8K
|
41.8K
$5.06M
|
|
Nov 12, 2021
Q3 2021
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
159+ 0.08% |
$16.1K - $17.1K
|
201K
$24.4M
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
154+ 5.74% |
$15.6K - $16.6K
|
2.84K
$344K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
151+ 2.63% |
$15.3K - $16.3K
|
5.89K
$713K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$15.2K - $16.1K
|
150
$18.2K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
147+ 1.32% |
$14.9K - $15.8K
|
11.3K
$1.36M
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
132+ 4.6% |
$13.4K - $14.2K
|
3K
$364K
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
128+ 2.26% |
$13K - $13.8K
|
5.78K
$701K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
123+ 1.58% |
$12.5K - $13.2K
|
7.93K
$961K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 4.18% |
$11.5K - $12.2K
|
2.82K
$341K
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
111+ 4.94% |
$11.3K - $11.9K
|
2.36K
$286K
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
106+ 3.57% |
$10.8K - $11.4K
|
3.07K
$372K
|