Purchases and Sales Made in Q4 2021 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-247- 4.37% |
$25.1K - $27K
|
5.4K
$657K
|
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-250- 1.25% |
$25.4K - $27.3K
|
19.8K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-296- 4.73% |
$30K - $32.3K
|
5.97K
$726K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-325- 2.08% |
$33K - $35.5K
|
15.3K
$1.86M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-346- 37.08% |
$35.1K - $37.8K
|
587
$71.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-350- 1.57% |
$35.5K - $38.2K
|
22K
$2.68M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-388- 2.54% |
$39.4K - $42.4K
|
14.9K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-395- 6.84% |
$40.1K - $43.1K
|
5.38K
$654K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-415- 6.2% |
$42.1K - $45.3K
|
6.28K
$764K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-436- 1.94% |
$44.2K - $47.6K
|
22.1K
$2.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-501- 1.65% |
$50.8K - $54.7K
|
29.9K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-504- 5.86% |
$51.1K - $55.1K
|
8.09K
$985K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-510- 10.2% |
$51.7K - $55.7K
|
4.49K
$546K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-513- 7.38% |
$52K - $56K
|
6.44K
$783K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-521- 1.84% |
$52.9K - $56.9K
|
27.8K
$3.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-533- 1.93% |
$54.1K - $58.2K
|
27.1K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-572- 7.33% |
$58K - $62.5K
|
7.23K
$880K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-572- 13.27% |
$58K - $62.5K
|
3.74K
$455K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-635- 4.48% |
$64.4K - $69.4K
|
13.5K
$1.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-643- 2.83% |
$65.2K - $70.2K
|
22.1K
$2.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-676- 6.03% |
$68.6K - $73.8K
|
10.5K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-689- 17.94% |
$69.9K - $75.3K
|
3.15K
$383K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-703- 18.15% |
$71.3K - $76.8K
|
3.17K
$386K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-707- 0.86% |
$71.7K - $77.2K
|
81.3K
$9.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-711- 5.53% |
$72.1K - $77.7K
|
12.2K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-723- 4.77% |
$73.3K - $79K
|
14.4K
$1.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-725- 27.92% |
$73.6K - $79.2K
|
1.87K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-742- 2.96% |
$75.3K - $81K
|
24.3K
$2.96M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-750- 11.48% |
$76.1K - $81.9K
|
5.79K
$704K
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-770- 0.73% |
$78.1K - $84.1K
|
105K
$12.7M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-790- 5.48% |
$80.1K - $86.3K
|
13.6K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-810- 2.62% |
$82.2K - $88.5K
|
30.1K
$3.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-898- 16.94% |
$91.1K - $98.1K
|
4.4K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-903- 1.96% |
$91.6K - $98.6K
|
45.2K
$5.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-946- 10.91% |
$96K - $103K
|
7.73K
$940K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.03K- 30.94% |
$104K - $112K
|
2.3K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.07K- 1.57% |
$109K - $117K
|
67.3K
$8.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.07K- 4.33% |
$109K - $117K
|
23.6K
$2.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.1K- 16.87% |
$111K - $120K
|
5.4K
$657K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.14KClosed |
$115K - $124K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.14K- 4.95% |
$115K - $124K
|
21.8K
$2.65M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 1.82% |
$124K - $134K
|
66.1K
$8.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.28K- 25.35% |
$130K - $140K
|
3.77K
$459K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.3K- 1.4% |
$132K - $142K
|
91.7K
$11.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.33K- 0.62% |
$135K - $146K
|
215K
$26.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 14.79% |
$140K - $151K
|
7.97K
$969K
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-1.41K- 17.31% |
$143K - $154K
|
6.74K
$820K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.44K- 20.51% |
$146K - $157K
|
5.58K
$679K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.46K- 0.07% |
$148K - $159K
|
2.11M
$257M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.5K- 5.6% |
$152K - $163K
|
25.2K
$3.07M
|