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 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.13K+ 1.87% |
$419K - $451K
|
225K
$27.5M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.05KNew |
$411K - $442K
|
4.05K
$494K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
3.93K+ 47.55% |
$399K - $429K
|
12.2K
$1.49M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.92K+ 4.8% |
$397K - $428K
|
85.4K
$10.4M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
3.9KNew |
$396K - $426K
|
3.9K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.85K+ 8.8% |
$391K - $421K
|
47.7K
$5.81M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
3.79KNew |
$384K - $414K
|
3.79K
$462K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.74KNew |
$379K - $408K
|
3.74K
$456K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.63K+ 3.73% |
$369K - $397K
|
101K
$12.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.63K+ 6.71% |
$368K - $396K
|
57.6K
$7.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.61KNew |
$366K - $394K
|
3.61K
$440K
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.49KNew |
$354K - $382K
|
3.49K
$426K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
3.25K+ 20.42% |
$330K - $355K
|
19.2K
$2.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.24KNew |
$329K - $354K
|
3.24K
$396K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.24K+ 5.2% |
$329K - $354K
|
65.6K
$8.01M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.17K+ 54.12% |
$321K - $346K
|
9.03K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.16KNew |
$320K - $345K
|
3.16K
$385K
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
3.14KNew |
$319K - $343K
|
3.14K
$383K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.03KNew |
$308K - $331K
|
3.03K
$370K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.03K+ 1376.82% |
$307K - $331K
|
3.25K
$396K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.02K+ 3.44% |
$306K - $330K
|
90.7K
$11.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.98KNew |
$302K - $326K
|
2.98K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.98K+ 5.02% |
$302K - $326K
|
62.3K
$7.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.81K+ 14.07% |
$285K - $307K
|
22.8K
$2.78M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
2.8K+ 57.06% |
$284K - $306K
|
7.71K
$940K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.7KNew |
$274K - $295K
|
2.7K
$329K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.63K+ 1.01% |
$267K - $288K
|
263K
$32.1M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.48K+ 7.63% |
$251K - $270K
|
34.9K
$4.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.46KNew |
$249K - $269K
|
2.46K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.43KNew |
$246K - $265K
|
2.43K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.42K+ 73.49% |
$245K - $264K
|
5.71K
$696K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.4KNew |
$244K - $262K
|
2.4K
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2.38K+ 1.59% |
$242K - $260K
|
152K
$18.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.35K+ 20.26% |
$239K - $257K
|
14K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.34KNew |
$237K - $255K
|
2.34K
$285K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.31K+ 9.22% |
$234K - $252K
|
27.3K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$228K - $246K
|
2.25K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.17K+ 6.01% |
$220K - $237K
|
38.3K
$4.67M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.13K+ 4.69% |
$216K - $233K
|
47.5K
$5.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.09K+ 40.73% |
$212K - $229K
|
7.24K
$883K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.08K+ 8.54% |
$211K - $227K
|
26.5K
$3.23M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2K+ 5.49% |
$203K - $218K
|
38.4K
$4.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.99KNew |
$202K - $218K
|
1.99K
$243K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
1.95KNew |
$198K - $213K
|
1.95K
$238K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.94K+ 1.7% |
$197K - $212K
|
116K
$14.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.94KNew |
$196K - $211K
|
1.94K
$236K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.93KNew |
$196K - $211K
|
1.93K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.9KNew |
$193K - $208K
|
1.9K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
$191K - $206K
|
1.88K
$230K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88KNew |
$191K - $205K
|
1.88K
$229K
|