Purchases and Sales Made in Q4 2022 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 2022. 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, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-164- 30.71% |
$12.9K - $14.9K
|
370
$45.1K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-166- 67.76% |
$13.1K - $15.1K
|
79
$9.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-179- 0.43% |
$14.1K - $16.3K
|
41.2K
$5.02M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-191- 2.09% |
$15K - $17.4K
|
8.95K
$1.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-191- 0.78% |
$15K - $17.4K
|
24.2K
$2.95M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-196Closed |
$15.4K - $17.8K
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-197- 0.15% |
$15.5K - $17.9K
|
134K
$16.3M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-203- 2.63% |
$16K - $18.5K
|
7.51K
$915K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-205- 3.01% |
$16.1K - $18.7K
|
6.61K
$806K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-206- 1.6% |
$16.2K - $18.8K
|
12.7K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-210- 7.78% |
$16.5K - $19.1K
|
2.49K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-214- 0.73% |
$16.8K - $19.5K
|
29.3K
$3.57M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-220- 2.65% |
$17.3K - $20K
|
8.09K
$986K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-226- 7.95% |
$17.8K - $20.6K
|
2.62K
$319K
|
|
|
Feb 03, 2023
Q4 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-230- 7.87% |
$18.1K - $20.9K
|
2.69K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-243- 8.06% |
$19.1K - $22.1K
|
2.77K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-254- 0.17% |
$20K - $23.1K
|
153K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-260- 5.72% |
$20.5K - $23.7K
|
4.29K
$522K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-275- 15.94% |
$21.6K - $25K
|
1.45K
$177K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-290- 27.75% |
$22.8K - $26.4K
|
755
$92K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-298- 1.0% |
$23.4K - $27.1K
|
29.6K
$3.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-310- 0.81% |
$24.4K - $28.2K
|
38.1K
$4.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-315- 5.8% |
$24.8K - $28.7K
|
5.11K
$623K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-328- 0.09% |
$25.8K - $29.9K
|
371K
$45.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-336- 86.15% |
$26.4K - $30.6K
|
54
$6.58K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-343- 5.71% |
$27K - $31.2K
|
5.66K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-345- 5.87% |
$27.1K - $31.4K
|
5.53K
$674K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-351- 2.99% |
$27.6K - $32K
|
11.4K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-358- 2.18% |
$28.2K - $32.6K
|
16K
$1.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-360- 3.18% |
$28.3K - $32.8K
|
11K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-366- 22.25% |
$28.8K - $33.3K
|
1.28K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-367- 2.31% |
$28.9K - $33.4K
|
15.5K
$1.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-375- 4.33% |
$29.5K - $34.2K
|
8.29K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-377- 4.63% |
$29.7K - $34.3K
|
7.76K
$945K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-381- 3.41% |
$30K - $34.7K
|
10.8K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-385- 0.74% |
$30.3K - $35.1K
|
51.3K
$6.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-420- 7.07% |
$33K - $38.2K
|
5.52K
$673K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-433- 1.09% |
$34.1K - $39.4K
|
39.2K
$4.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-450- 5.83% |
$35.4K - $41K
|
7.27K
$886K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-461- 2.51% |
$36.3K - $42K
|
17.9K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-480- 7.2% |
$37.8K - $43.7K
|
6.19K
$754K
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-498- 14.73% |
$39.2K - $45.4K
|
2.88K
$351K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-503- 10.26% |
$39.6K - $45.8K
|
4.4K
$536K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-528- 1.03% |
$41.5K - $48.1K
|
50.6K
$6.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-558- 1.15% |
$43.9K - $50.8K
|
48.1K
$5.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-575- 19.3% |
$45.2K - $52.4K
|
2.41K
$293K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-599- 14.88% |
$47.1K - $54.6K
|
3.43K
$418K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-610- 7.54% |
$48K - $55.6K
|
7.48K
$911K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-643- 2.33% |
$50.6K - $58.6K
|
26.9K
$3.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-649- 2.46% |
$51.1K - $59.1K
|
25.7K
$3.13M
|