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 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.41% |
$1.02K - $1.08K
|
2.42K
$281K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.41% |
$812 - $861
|
1.97K
$228K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
8+ 0.25% |
$812 - $861
|
3.16K
$366K
|
|
Oct 21, 2021
Q3 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7+ 0.35% |
$711 - $754
|
1.99K
$231K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7+ 0.26% |
$711 - $754
|
2.69K
$312K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6+ 0.23% |
$609 - $646
|
2.6K
$301K
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6+ 0.1% |
$609 - $646
|
5.86K
$678K
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6+ 0.27% |
$609 - $646
|
2.27K
$262K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6+ 0.01% |
$609 - $646
|
49.4K
$5.72M
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.0% |
$609 - $646
|
140K
$16.3M
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.15% |
$508 - $538
|
3.35K
$388K
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.13% |
$508 - $538
|
3.84K
$445K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4+ 0.07% |
$406 - $431
|
5.77K
$669K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 0.2% |
$406 - $431
|
1.96K
$227K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
4+ 0.1% |
$406 - $431
|
4.07K
$471K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.51% |
$406 - $431
|
785
$90.9K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4New |
$406 - $431
|
4
$463
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.38% |
$406 - $431
|
1.07K
$123K
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$406 - $431
|
11.8K
$1.37M
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$305 - $323
|
933
$108K
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3+ 0.09% |
$305 - $323
|
3.29K
$381K
|
|
Nov 09, 2021
Q3 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
2+ 0.06% |
$203 - $215
|
3.6K
$417K
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2+ 0.0% |
$203 - $215
|
51.9K
$6.01M
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.86% |
$203 - $215
|
234
$27.1K
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.6% |
$102 - $108
|
168
$19.5K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$102 - $108
|
6.68K
$774K
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$102 - $108
|
2.27K
$262K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 6.25% |
$102 - $108
|
17
$1.97K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.01% |
$102 - $108
|
10.8K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 2.38% |
$102 - $108
|
43
$4.98K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.28% |
$102 - $108
|
359
$41.6K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.86% |
$102 - $108
|
117
$13.6K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 7.69% |
$102 - $108
|
14
$1.62K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.09% |
$102 - $108
|
1.14K
$131K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1+ 0.04% |
$102 - $108
|
2.58K
$299K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.33% |
$102 - $108
|
303
$35.1K
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1- 0.02% |
$102 - $108
|
6.45K
$748K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1- 0.04% |
$102 - $108
|
2.58K
$299K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.09% |
$203 - $215
|
2.32K
$269K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6- 3.97% |
$609 - $646
|
145
$16.8K
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-9- 0.24% |
$914 - $969
|
3.67K
$425K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 0.1% |
$914 - $969
|
8.87K
$1.03M
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-11- 0.38% |
$1.12K - $1.18K
|
2.9K
$335K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-12- 0.21% |
$1.22K - $1.29K
|
5.6K
$648K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-16- 0.15% |
$1.62K - $1.72K
|
10.5K
$1.22M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-19Closed |
$1.93K - $2.05K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-23- 0.24% |
$2.33K - $2.48K
|
9.56K
$1.11M
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.18% |
$2.54K - $2.69K
|
13.8K
$1.6M
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-26- 0.41% |
$2.64K - $2.8K
|
6.3K
$730K
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-38- 1.65% |
$3.86K - $4.09K
|
2.26K
$262K
|