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
|
Lutz Financial Services LLC
|
BUY
|
- |
103+ 1.89% |
$10.5K - $11.1K
|
5.55K
$673K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
102New |
$10.4K - $11K
|
102
$12.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
101+ 1.54% |
$10.3K - $10.9K
|
6.66K
$807K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 2.5% |
$10.2K - $10.8K
|
4.11K
$497K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
85+ 2.33% |
$8.63K - $9.15K
|
3.74K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
84+ 0.89% |
$8.53K - $9.04K
|
9.48K
$1.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
83+ 0.23% |
$8.43K - $8.93K
|
36.9K
$4.47M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
79+ 0.72% |
$8.02K - $8.5K
|
11K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
76+ 1.18% |
$7.72K - $8.18K
|
6.53K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
75+ 1.95% |
$7.61K - $8.07K
|
3.91K
$474K
|
|
|
Oct 21, 2021
Q3 2021
|
Applied Capital LLC
|
BUY
|
- |
69+ 2.44% |
$7K - $7.43K
|
2.9K
$351K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
65+ 2.05% |
$6.6K - $7K
|
3.23K
$392K
|
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
63+ 1.9% |
$6.4K - $6.78K
|
3.38K
$410K
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
61+ 0.93% |
$6.19K - $6.57K
|
6.64K
$805K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
60+ 0.97% |
$6.09K - $6.46K
|
6.24K
$757K
|
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
60+ 0.36% |
$6.09K - $6.46K
|
16.6K
$2.01M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
56+ 2.81% |
$5.69K - $6.03K
|
2.05K
$248K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
55+ 1.52% |
$5.58K - $5.92K
|
3.68K
$446K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
48+ 85.71% |
$4.87K - $5.17K
|
104
$12.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
47+ 78.33% |
$4.77K - $5.06K
|
107
$13K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
47+ 0.2% |
$4.77K - $5.06K
|
24K
$2.91M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
45+ 0.22% |
$4.57K - $4.84K
|
20.8K
$2.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
44+ 5.21% |
$4.47K - $4.74K
|
888
$108K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
40New |
$4.06K - $4.31K
|
40
$4.85K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40+ 0.56% |
$4.06K - $4.31K
|
7.22K
$875K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
39+ 0.23% |
$3.96K - $4.2K
|
16.9K
$2.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
38+ 0.77% |
$3.86K - $4.09K
|
5K
$606K
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
37+ 0.1% |
$3.76K - $3.98K
|
37.8K
$4.58M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
36+ 12.08% |
$3.65K - $3.88K
|
334
$40.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
35+ 1.5% |
$3.55K - $3.77K
|
2.37K
$287K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
35New |
$3.55K - $3.77K
|
35
$4.24K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
32+ 0.21% |
$3.25K - $3.44K
|
15K
$1.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.39% |
$3.15K - $3.34K
|
7.97K
$966K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 20.13% |
$3.05K - $3.23K
|
179
$21.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30+ 7.63% |
$3.05K - $3.23K
|
423
$51.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
27+ 0.12% |
$2.74K - $2.91K
|
22.8K
$2.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
24+ 0.26% |
$2.44K - $2.58K
|
9.08K
$1.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
24+ 0.2% |
$2.44K - $2.58K
|
12K
$1.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22+ 0.08% |
$2.23K - $2.37K
|
28.9K
$3.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
22+ 0.34% |
$2.23K - $2.37K
|
6.54K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
21+ 0.08% |
$2.13K - $2.26K
|
27.5K
$3.33M
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
BUY
|
- |
20+ 0.23% |
$2.03K - $2.15K
|
8.67K
$1.05M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20+ 0.27% |
$2.03K - $2.15K
|
7.38K
$894K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18New |
$1.83K - $1.94K
|
18
$2.18K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
17+ 4.94% |
$1.73K - $1.83K
|
361
$43.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15+ 375.0% |
$1.52K - $1.61K
|
19
$2.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 0.87% |
$1.52K - $1.61K
|
1.74K
$211K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 16.67% |
$1.42K - $1.51K
|
98
$11.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
13+ 0.29% |
$1.32K - $1.4K
|
4.48K
$542K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.31% |
$1.02K - $1.08K
|
3.26K
$395K
|