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 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-250- 2.69% |
$25.4K - $26.9K
|
9.06K
$1.12M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-251- 3.17% |
$25.5K - $27K
|
7.66K
$946K
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-275- 1.35% |
$27.9K - $29.6K
|
20K
$2.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-281- 9.9% |
$28.5K - $30.2K
|
2.56K
$316K
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-285- 3.79% |
$28.9K - $30.7K
|
7.23K
$893K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-294- 2.21% |
$29.8K - $31.6K
|
13K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-298- 0.19% |
$30.3K - $32.1K
|
155K
$19.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-300- 0.43% |
$30.5K - $32.3K
|
69.8K
$8.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-316- 4.79% |
$32.1K - $34K
|
6.28K
$775K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-329- 5.84% |
$33.4K - $35.4K
|
5.3K
$655K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-332- 7.13% |
$33.7K - $35.7K
|
4.33K
$534K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-335- 6.94% |
$34K - $36.1K
|
4.49K
$555K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-356- 25.95% |
$36.1K - $38.3K
|
1.02K
$125K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-359- 6.82% |
$36.4K - $38.6K
|
4.91K
$606K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-363- 14.91% |
$36.9K - $39.1K
|
2.07K
$256K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-400- 50.0% |
$40.6K - $43.1K
|
400
$49.4K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-420- 3.16% |
$42.6K - $45.2K
|
12.9K
$1.59M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-420- 3.16% |
$42.6K - $45.2K
|
12.9K
$1.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-437- 13.27% |
$44.4K - $47K
|
2.86K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 6.45% |
$45K - $47.7K
|
6.43K
$793K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-491- 0.88% |
$49.8K - $52.9K
|
55.2K
$6.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-570- 2.68% |
$57.9K - $61.4K
|
20.7K
$2.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-603- 4.08% |
$61.2K - $64.9K
|
14.2K
$1.75M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-667- 7.92% |
$67.7K - $71.8K
|
7.75K
$957K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-693- 2.53% |
$70.4K - $74.6K
|
26.7K
$3.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-750- 31.25% |
$76.1K - $80.7K
|
1.65K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-765- 8.25% |
$77.7K - $82.4K
|
8.51K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-778- 5.12% |
$79K - $83.8K
|
14.4K
$1.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-788- 3.07% |
$80K - $84.8K
|
24.9K
$3.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-794- 23.42% |
$80.6K - $85.5K
|
2.6K
$321K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-822- 1.84% |
$83.4K - $88.5K
|
43.8K
$5.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-857- 3.6% |
$87K - $92.3K
|
22.9K
$2.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-878- 12.1% |
$89.1K - $94.5K
|
6.38K
$788K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-884- 89.84% |
$89.7K - $95.2K
|
100
$12.3K
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-900- 13.95% |
$91.4K - $96.9K
|
5.55K
$685K
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.01K- 28.71% |
$102K - $108K
|
2.5K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.02K- 9.03% |
$104K - $110K
|
10.3K
$1.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.07K- 1.57% |
$109K - $115K
|
67.3K
$8.31M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 68.35% |
$110K - $116K
|
500
$61.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-1.09K- 0.71% |
$111K - $118K
|
152K
$18.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 4.67% |
$112K - $119K
|
22.5K
$2.78M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.13K- 4.31% |
$115K - $121K
|
25.1K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.16K- 8.72% |
$118K - $125K
|
12.1K
$1.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.24K- 8.55% |
$126K - $133K
|
13.2K
$1.63M
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.33K- 5.08% |
$135K - $143K
|
24.8K
$3.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.41K- 2.87% |
$143K - $152K
|
47.7K
$5.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.56KClosed |
$158K - $168K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.6K- 3.64% |
$162K - $172K
|
42.3K
$5.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.73K- 3.56% |
$175K - $186K
|
46.8K
$5.78M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
SELL
|
- |
-1.85K- 0.96% |
$187K - $199K
|
191K
$23.6M
|