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 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-204- 2.3% |
$16.1K - $19.3K
|
8.67K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-219- 4.23% |
$17.3K - $20.7K
|
4.96K
$593K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-227- 1.37% |
$17.9K - $21.4K
|
16.4K
$1.96M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-243- 25.37% |
$19.2K - $23K
|
715
$85.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-260- 56.77% |
$20.5K - $24.6K
|
198
$23.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276- 15.24% |
$21.8K - $26.1K
|
1.54K
$183K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-290- 99.66% |
$22.9K - $27.4K
|
1
$120
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-292- 1.05% |
$23K - $27.6K
|
27.6K
$3.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-300- 3.33% |
$23.7K - $28.3K
|
8.71K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-309- 16.92% |
$24.4K - $29.2K
|
1.52K
$181K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-319- 1.21% |
$25.2K - $30.1K
|
26.2K
$3.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-336- 5.83% |
$26.5K - $31.7K
|
5.43K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-367- 7.22% |
$28.9K - $34.7K
|
4.72K
$564K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-399- 7.17% |
$31.5K - $37.7K
|
5.16K
$617K
|
|
|
Nov 09, 2022
Q3 2022
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-400- 0.58% |
$31.6K - $37.8K
|
69K
$8.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-406- 5.11% |
$32K - $38.4K
|
7.54K
$901K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-429- 1.54% |
$33.8K - $40.5K
|
27.5K
$3.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-450- 1.12% |
$35.5K - $42.5K
|
39.6K
$4.73M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-460- 8.39% |
$36.3K - $43.5K
|
5.03K
$600K
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-467- 10.4% |
$36.8K - $44.1K
|
4.03K
$481K
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-485- 2.58% |
$38.3K - $45.8K
|
18.3K
$2.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-497- 1.01% |
$39.2K - $47K
|
48.7K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-499- 67.07% |
$39.4K - $47.1K
|
245
$29.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-519- 0.75% |
$40.9K - $49K
|
69K
$8.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-527- 1.76% |
$41.6K - $49.8K
|
29.4K
$3.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-527- 1.18% |
$41.6K - $49.8K
|
44.1K
$5.27M
|
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-550- 10.0% |
$43.4K - $52K
|
4.95K
$592K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-572- 24.9% |
$45.1K - $54K
|
1.73K
$206K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-579- 3.51% |
$45.7K - $54.7K
|
15.9K
$1.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-586- 9.34% |
$46.2K - $55.4K
|
5.69K
$680K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-590- 7.96% |
$46.5K - $55.7K
|
6.82K
$815K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-642- 9.45% |
$50.6K - $60.7K
|
6.15K
$735K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-647- 21.0% |
$51K - $61.1K
|
2.43K
$291K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-669- 10.34% |
$52.8K - $63.2K
|
5.8K
$693K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-679- 13.0% |
$53.6K - $64.2K
|
4.55K
$543K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-681- 14.9% |
$53.7K - $64.3K
|
3.89K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-689- 1.16% |
$54.3K - $65.1K
|
58.7K
$7.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-701- 4.23% |
$55.3K - $66.2K
|
15.9K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-713- 4.1% |
$56.2K - $67.4K
|
16.7K
$1.99M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-748- 1.6% |
$59K - $70.7K
|
45.9K
$5.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-759- 22.86% |
$59.9K - $71.7K
|
2.56K
$306K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-781- 8.06% |
$61.6K - $73.8K
|
8.91K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-790- 21.03% |
$62.3K - $74.6K
|
2.97K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-820- 10.4% |
$64.7K - $77.5K
|
7.07K
$845K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-837- 0.54% |
$66K - $79.1K
|
154K
$18.4M
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-872- 4.95% |
$68.8K - $82.4K
|
16.7K
$2M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-889- 20.94% |
$70.1K - $84K
|
3.36K
$401K
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-890- 3.08% |
$70.2K - $84.1K
|
28K
$3.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-953- 1.86% |
$75.2K - $90K
|
50.4K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-969- 2.35% |
$76.4K - $91.6K
|
40.2K
$4.8M
|