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
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.87KNew |
$190K - $204K
|
1.87K
$228K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.76K+ 7.81% |
$178K - $192K
|
24.2K
$2.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.74K+ 11.43% |
$176K - $190K
|
16.9K
$2.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.7K+ 46.49% |
$173K - $186K
|
5.36K
$654K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.66K+ 6.65% |
$168K - $181K
|
26.6K
$3.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.62K+ 4.73% |
$164K - $177K
|
35.9K
$4.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.58K+ 3.22% |
$160K - $172K
|
50.6K
$6.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.58K+ 3.99% |
$160K - $172K
|
41.1K
$5.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.57K+ 6.33% |
$159K - $171K
|
26.4K
$3.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.56K+ 2.39% |
$158K - $170K
|
66.8K
$8.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.48KNew |
$150K - $162K
|
1.48K
$181K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.45K+ 21.3% |
$147K - $158K
|
8.24K
$1M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
1.37K+ 3.07% |
$139K - $149K
|
45.8K
$5.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.34K+ 4.77% |
$136K - $146K
|
29.4K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.34K+ 3.47% |
$136K - $146K
|
39.8K
$4.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 2.87% |
$135K - $145K
|
47.6K
$5.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 1234.58% |
$134K - $144K
|
1.43K
$174K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29KNew |
$131K - $141K
|
1.29K
$157K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.27KNew |
$129K - $139K
|
1.27K
$155K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 61.43% |
$124K - $134K
|
3.22K
$393K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.21KNew |
$123K - $132K
|
1.21K
$147K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.2K+ 4.27% |
$122K - $131K
|
29.3K
$3.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.19K+ 396.33% |
$121K - $130K
|
1.49K
$182K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14K+ 1.24% |
$116K - $125K
|
93.2K
$11.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.1K+ 13.81% |
$111K - $120K
|
9.03K
$1.1M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.09K+ 5.95% |
$110K - $119K
|
19.4K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.08KNew |
$109K - $118K
|
1.08K
$131K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1.05K+ 4.1% |
$106K - $114K
|
26.5K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
995+ 34.84% |
$101K - $109K
|
3.85K
$470K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
990+ 2.91% |
$100K - $108K
|
35K
$4.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
981+ 16.18% |
$99.5K - $107K
|
7.05K
$859K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
975+ 2.7% |
$98.9K - $106K
|
37.1K
$4.53M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
961+ 8.05% |
$97.5K - $105K
|
12.9K
$1.57M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
930New |
$94.3K - $102K
|
930
$113K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
919+ 39.54% |
$93.2K - $100K
|
3.24K
$396K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
881+ 7.36% |
$89.4K - $96.2K
|
12.8K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
868+ 0.93% |
$88.1K - $94.8K
|
93.9K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
819New |
$83.1K - $89.5K
|
819
$99.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
787+ 12.04% |
$79.8K - $86K
|
7.33K
$894K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
786New |
$79.7K - $85.9K
|
786
$95.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
749+ 10.12% |
$76K - $81.8K
|
8.15K
$994K
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
709+ 14.32% |
$71.9K - $77.4K
|
5.66K
$691K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
700+ 2.11% |
$71K - $76.5K
|
33.9K
$4.14M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
700New |
$71K - $76.5K
|
700
$85.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
688+ 10.89% |
$69.8K - $75.2K
|
7.01K
$855K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
682+ 18.56% |
$69.2K - $74.5K
|
4.36K
$532K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
647+ 2.98% |
$65.6K - $70.7K
|
22.4K
$2.73M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
645+ 329.08% |
$65.4K - $70.5K
|
841
$103K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
625+ 3.9% |
$63.4K - $68.3K
|
16.6K
$2.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
621New |
$63K - $67.8K
|
621
$75.8K
|