Purchases and Sales Made in Q3 2022 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 2022. 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 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
759K+ 1102.55% |
$59.9M - $71.7M
|
828K
$98.9M
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
665K+ 23.04% |
$52.5M - $62.8M
|
3.55M
$424M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
649K+ 48.73% |
$51.2M - $61.3M
|
1.98M
$237M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
459K+ 11.68% |
$36.2M - $43.3M
|
4.39M
$524M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
391K+ 4.11% |
$30.9M - $37M
|
9.91M
$1.18B
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
371K+ 85.32% |
$29.3M - $35M
|
806K
$96.3M
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
208K+ 57.74% |
$16.4M - $19.7M
|
569K
$67.9M
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
199KNew |
$15.7M - $18.8M
|
199K
$23.7M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
194K+ 10.31% |
$15.3M - $18.3M
|
2.08M
$248M
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
174KNew |
$13.7M - $16.5M
|
174K
$20.8M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
157K+ 39.78% |
$12.4M - $14.8M
|
550K
$65.8M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
137K+ 27.05% |
$10.8M - $13M
|
644K
$77M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
127K+ 37.45% |
$10.1M - $12M
|
468K
$55.9M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
113K+ 833.94% |
$8.94M - $10.7M
|
127K
$15.2M
|
|
Nov 10, 2022
Q3 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
92.5KNew |
$7.3M - $8.74M
|
92.5K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
85K+ 24.91% |
$6.7M - $8.03M
|
426K
$50.9M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
84.5K+ 27.52% |
$6.66M - $7.98M
|
391K
$46.8M
|
|
Nov 14, 2022
Q3 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
84KNew |
$6.62M - $7.93M
|
84K
$10M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
75.5K+ 23.14% |
$5.96M - $7.13M
|
402K
$48M
|
|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
65.1K+ 32.72% |
$5.14M - $6.15M
|
264K
$31.6M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
60.9K+ 6.83% |
$4.81M - $5.76M
|
954K
$114M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
53.4K+ 90.74% |
$4.21M - $5.04M
|
112K
$13.4M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
42.7KNew |
$3.37M - $4.04M
|
42.7K
$5.11M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
41.2K+ 4.53% |
$3.25M - $3.9M
|
952K
$114M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
39.4K+ 140.09% |
$3.1M - $3.72M
|
67.4K
$8.06M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
37.4KNew |
$2.95M - $3.53M
|
37.4K
$4.47M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.9K+ 3.77% |
$2.91M - $3.48M
|
1.01M
$121M
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
36.8K+ 32.14% |
$2.9M - $3.47M
|
151K
$18.1M
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.4K+ 271.44% |
$2.87M - $3.44M
|
49.8K
$5.95M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.5K+ 66.95% |
$2.8M - $3.36M
|
88.6K
$10.6M
|
|
Nov 02, 2022
Q3 2022
|
Summit Rock Advisors, LP
|
BUY
|
- |
35.3K+ 112.58% |
$2.78M - $3.33M
|
66.6K
$7.96M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34.9K+ 1733.02% |
$2.75M - $3.3M
|
36.9K
$4.41M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 68.4% |
$2.33M - $2.78M
|
72.6K
$8.67M
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
29K+ 4.88% |
$2.29M - $2.74M
|
623K
$74.5M
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
28.6K+ 109.87% |
$2.26M - $2.7M
|
54.6K
$6.53M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
26.7KNew |
$2.1M - $2.52M
|
26.7K
$3.19M
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
25.6K+ 5.83% |
$2.02M - $2.42M
|
464K
$55.4M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
23.8KNew |
$1.88M - $2.25M
|
23.8K
$2.85M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 783.42% |
$1.88M - $2.25M
|
26.8K
$3.21M
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
22.4KNew |
$1.77M - $2.12M
|
22.4K
$2.68M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.9K+ 33.8% |
$1.73M - $2.07M
|
86.7K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
21.8KNew |
$1.72M - $2.06M
|
21.8K
$2.61M
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
21.3K+ 388.87% |
$1.68M - $2.01M
|
26.7K
$3.19M
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.9K+ 16.67% |
$1.65M - $1.98M
|
146K
$17.5M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
18.8KNew |
$1.48M - $1.78M
|
18.8K
$2.25M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18.2K+ 180.91% |
$1.44M - $1.72M
|
28.3K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 30.78% |
$1.43M - $1.71M
|
76.8K
$9.18M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
17.9K+ 220.26% |
$1.41M - $1.69M
|
26K
$3.1M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17.5K+ 34.74% |
$1.38M - $1.65M
|
67.8K
$8.1M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.7K+ 51.92% |
$1.32M - $1.58M
|
48.9K
$5.84M
|