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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
255+ 13.87% |
$25.9K - $27.9K
|
2.09K
$255K
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
254+ 7.85% |
$25.8K - $27.7K
|
3.49K
$426K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
254+ 3.33% |
$25.8K - $27.7K
|
7.87K
$960K
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
BUY
|
- |
246+ 8.48% |
$25K - $26.9K
|
3.15K
$384K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
238+ 4.54% |
$24.1K - $26K
|
5.48K
$668K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
232New |
$23.5K - $25.3K
|
232
$28.3K
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
212+ 1.53% |
$21.5K - $23.2K
|
14.1K
$1.71M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
209+ 1.86% |
$21.2K - $22.8K
|
11.5K
$1.4M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
207+ 23.31% |
$21K - $22.6K
|
1.1K
$134K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
205+ 5.14% |
$20.8K - $22.4K
|
4.19K
$511K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200New |
$20.3K - $21.8K
|
200
$24.4K
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
200+ 4.05% |
$20.3K - $21.8K
|
5.14K
$627K
|
|
Feb 08, 2022
Q4 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
200New |
$20.3K - $21.8K
|
200
$24.4K
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
198New |
$20.1K - $21.6K
|
198
$24.2K
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
196New |
$19.9K - $21.4K
|
196
$23.9K
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
190New |
$19.3K - $20.8K
|
190
$23.2K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
188+ 2.29% |
$19.1K - $20.5K
|
8.39K
$1.02M
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
175+ 6.13% |
$17.8K - $19.1K
|
3.03K
$370K
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
170+ 13.83% |
$17.2K - $18.6K
|
1.4K
$171K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
169New |
$17.1K - $18.5K
|
169
$20.6K
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
168+ 4.48% |
$17K - $18.4K
|
3.92K
$478K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
162New |
$16.4K - $17.7K
|
162
$19.8K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
154New |
$15.6K - $16.8K
|
154
$18.8K
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
153+ 0.92% |
$15.5K - $16.7K
|
16.8K
$2.05M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
153+ 2.34% |
$15.5K - $16.7K
|
6.69K
$816K
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
150+ 6.62% |
$15.2K - $16.4K
|
2.42K
$295K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 7.01% |
$15.2K - $16.4K
|
2.29K
$279K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
150+ 2.23% |
$15.2K - $16.4K
|
6.89K
$841K
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
BUY
|
- |
150+ 3.88% |
$15.2K - $16.4K
|
4.02K
$490K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
148+ 14.57% |
$15K - $16.2K
|
1.16K
$142K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
145New |
$14.7K - $15.8K
|
145
$17.7K
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
138+ 1.4% |
$14K - $15.1K
|
10K
$1.22M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
137+ 1.66% |
$13.9K - $15K
|
8.39K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
131New |
$13.3K - $14.3K
|
131
$16K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
130+ 1.26% |
$13.2K - $14.2K
|
10.5K
$1.28M
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
128+ 2.68% |
$13K - $14K
|
4.91K
$599K
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
127+ 1.06% |
$12.9K - $13.9K
|
12.2K
$1.48M
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127+ 1.66% |
$12.9K - $13.9K
|
7.79K
$950K
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
126+ 2.94% |
$12.8K - $13.8K
|
4.41K
$538K
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
124+ 1.94% |
$12.6K - $13.5K
|
6.5K
$793K
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
120+ 1.32% |
$12.2K - $13.1K
|
9.2K
$1.12M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
120New |
$12.2K - $13.1K
|
120
$14.6K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
118New |
$12K - $12.9K
|
118
$14.4K
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
116+ 0.77% |
$11.8K - $12.7K
|
15.1K
$1.84M
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
94+ 2.91% |
$9.54K - $10.3K
|
3.33K
$406K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
88+ 2.12% |
$8.93K - $9.61K
|
4.25K
$518K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
88+ 4.03% |
$8.93K - $9.61K
|
2.27K
$277K
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
81+ 0.12% |
$8.22K - $8.85K
|
69.9K
$8.52M
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
80+ 1.66% |
$8.12K - $8.74K
|
4.89K
$596K
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
79New |
$8.01K - $8.63K
|
79
$9.64K
|