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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
20+ 5.67% |
$1.58K - $1.89K
|
373
$45K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
19+ 0.49% |
$1.5K - $1.8K
|
3.88K
$468K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
18+ 0.11% |
$1.42K - $1.7K
|
16K
$1.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.2% |
$1.42K - $1.7K
|
8.82K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
18+ 0.07% |
$1.42K - $1.7K
|
25.2K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.06% |
$1.42K - $1.7K
|
30.4K
$3.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
16+ 0.48% |
$1.26K - $1.51K
|
3.38K
$408K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
14+ 0.47% |
$1.1K - $1.32K
|
3.01K
$363K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
13+ 0.03% |
$1.03K - $1.23K
|
51.7K
$6.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.33% |
$868 - $1.04K
|
3.31K
$399K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 0.31% |
$789 - $945
|
3.21K
$387K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
10New |
$789 - $945
|
10
$1.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
9+ 0.11% |
$710 - $850
|
8.32K
$1M
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
8+ 0.66% |
$631 - $756
|
1.21K
$146K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
8New |
$631 - $756
|
8
$965
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
7+ 0.05% |
$552 - $661
|
13.8K
$1.66M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.01% |
$552 - $661
|
134K
$16.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.28% |
$552 - $661
|
2.52K
$304K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.05% |
$473 - $567
|
12.5K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$473 - $567
|
6
$724
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6+ 0.05% |
$473 - $567
|
12.5K
$1.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.46% |
$316 - $378
|
882
$106K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4+ 0.04% |
$316 - $378
|
9.1K
$1.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
4+ 0.14% |
$316 - $378
|
2.85K
$343K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.15% |
$316 - $378
|
2.66K
$320K
|
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3+ 0.05% |
$237 - $283
|
6.44K
$776K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.68% |
$237 - $283
|
447
$53.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.03% |
$237 - $283
|
11.6K
$1.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$237 - $283
|
2.89K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.04% |
$237 - $283
|
6.85K
$826K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.03% |
$158 - $189
|
5.83K
$703K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$158 - $189
|
5.27K
$635K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.03% |
$158 - $189
|
7.54K
$909K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$158 - $189
|
2.9K
$350K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.47% |
$158 - $189
|
425
$51.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.85% |
$78.9 - $94.5
|
119
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.64% |
$78.9 - $94.5
|
157
$18.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.65% |
$78.9 - $94.5
|
154
$18.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1+ 0.01% |
$78.9 - $94.5
|
8.25K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.02% |
$78.9 - $94.5
|
6.36K
$767K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
1+ 0.76% |
$78.9 - $94.5
|
133
$16K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.03% |
$78.9 - $94.5
|
3.3K
$398K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.85% |
$78.9 - $94.5
|
118
$14.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$78.9 - $94.5
|
5.82K
$702K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.27% |
$78.9 - $94.5
|
45
$5.43K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.15% |
$78.9 - $94.5
|
88
$10.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 1.2% |
$78.9 - $94.5
|
84
$10.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$237 - $283
|
19.2K
$2.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3- 9.09% |
$237 - $283
|
30
$3.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7- 0.11% |
$552 - $661
|
6.55K
$790K
|