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
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.65KClosed |
$167K - $180K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-1.66K- 8.25% |
$168K - $181K
|
18.4K
$2.25M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.69K- 2.04% |
$171K - $184K
|
81.1K
$9.89M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.72K- 8.3% |
$174K - $188K
|
19K
$2.32M
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.84K- 42.23% |
$186K - $201K
|
2.51K
$307K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.89K- 9.06% |
$191K - $206K
|
19K
$2.31M
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 13.96% |
$195K - $210K
|
11.9K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$202K - $218K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-2KClosed |
$203K - $218K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.12K- 6.25% |
$215K - $231K
|
31.8K
$3.88M
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.13KClosed |
$216K - $232K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-2.16KClosed |
$219K - $236K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.18KClosed |
$221K - $238K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.18K- 4.7% |
$222K - $239K
|
44.3K
$5.41M
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.22K- 11.18% |
$226K - $243K
|
17.7K
$2.16M
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.25KClosed |
$228K - $245K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-2.27KClosed |
$231K - $248K
|
0
$0
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.48K- 11.3% |
$252K - $271K
|
19.5K
$2.38M
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.51KClosed |
$254K - $274K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.56K- 51.27% |
$260K - $279K
|
2.43K
$297K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.58K- 1.6% |
$262K - $282K
|
158K
$19.3M
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.64KClosed |
$267K - $288K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.7KClosed |
$274K - $295K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-2.75K- 2.24% |
$278K - $300K
|
120K
$14.6M
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.83K- 51.77% |
$287K - $309K
|
2.64K
$322K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.01KClosed |
$306K - $329K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.07KClosed |
$312K - $336K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Wind River Trust CO
|
SELL
|
- |
-3.08K- 0.49% |
$312K - $336K
|
621K
$75.8M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.09K- 3.72% |
$314K - $338K
|
80.2K
$9.78M
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
SELL
|
- |
-3.24K- 17.4% |
$328K - $353K
|
15.4K
$1.87M
|
|
Feb 03, 2022
Q4 2021
|
Bernzott Capital Advisors
|
SELL
|
- |
-3.4KClosed |
$345K - $371K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 8.41% |
$356K - $384K
|
38.3K
$4.67M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.73K- 5.51% |
$378K - $407K
|
63.9K
$7.79M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.02KClosed |
$408K - $439K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.05K- 19.56% |
$411K - $443K
|
16.7K
$2.03M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-4.09K- 3.15% |
$415K - $447K
|
126K
$15.3M
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.17KClosed |
$423K - $455K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.45K- 49.45% |
$452K - $486K
|
4.55K
$555K
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.47K- 1.17% |
$454K - $489K
|
379K
$46.3M
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.6K- 4.85% |
$466K - $502K
|
90.2K
$11M
|
|
Feb 11, 2022
Q4 2021
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-4.7K- 2.59% |
$477K - $513K
|
177K
$21.6M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.21KClosed |
$528K - $569K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5.24K- 32.08% |
$531K - $572K
|
11.1K
$1.35M
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.6KClosed |
$568K - $611K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.86K- 44.32% |
$595K - $640K
|
7.37K
$899K
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5.89KClosed |
$597K - $643K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-6.07K- 30.86% |
$615K - $663K
|
13.6K
$1.66M
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-6.36K- 41.39% |
$645K - $695K
|
9.01K
$1.1M
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.5K- 56.56% |
$659K - $710K
|
4.99K
$609K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.87K- 80.82% |
$697K - $751K
|
1.63K
$199K
|