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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-668- 1.79% |
$52.6K - $60.8K
|
36.7K
$4.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-670- 3.47% |
$52.7K - $61K
|
18.6K
$2.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-671- 12.36% |
$52.8K - $61.1K
|
4.76K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-672- 11.14% |
$52.9K - $61.2K
|
5.36K
$648K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-678- 5.75% |
$53.3K - $61.7K
|
11.1K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-697- 6.06% |
$54.8K - $63.5K
|
10.8K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-700- 25.18% |
$55.1K - $63.7K
|
2.08K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-712- 5.17% |
$56K - $64.8K
|
13.1K
$1.58M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
SELL
|
- |
-723- 18.52% |
$56.9K - $65.8K
|
3.18K
$385K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-728- 7.56% |
$57.3K - $66.3K
|
8.9K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-738- 0.72% |
$58.1K - $67.2K
|
101K
$12.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-752- 4.18% |
$59.2K - $68.5K
|
17.3K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-758- 18.83% |
$59.6K - $69K
|
3.27K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-760- 25.14% |
$59.8K - $69.2K
|
2.26K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-773- 21.87% |
$60.8K - $70.4K
|
2.76K
$334K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-788- 1.43% |
$62K - $71.8K
|
54.2K
$6.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-821- 5.48% |
$64.6K - $74.8K
|
14.2K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-851- 2.29% |
$66.9K - $77.5K
|
36.2K
$4.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-853- 20.91% |
$67.1K - $77.7K
|
3.23K
$390K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-885- 14.36% |
$69.6K - $80.6K
|
5.28K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-937- 10.52% |
$73.7K - $85.3K
|
7.97K
$963K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 3.95% |
$79.4K - $91.9K
|
24.5K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 26.26% |
$81.8K - $94.7K
|
2.92K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.07K- 12.03% |
$84.3K - $97.5K
|
7.84K
$947K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.08K- 14.6% |
$84.6K - $98K
|
6.29K
$761K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.1K- 7.24% |
$86.5K - $100K
|
14.1K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-1.11K- 28.1% |
$87.2K - $101K
|
2.84K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.13K- 3.23% |
$89K - $103K
|
33.8K
$4.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.19K- 2.28% |
$93.9K - $109K
|
51.1K
$6.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.21K- 26.49% |
$95.1K - $110K
|
3.36K
$406K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.22K- 8.12% |
$95.7K - $111K
|
13.8K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.24K- 0.84% |
$97.2K - $113K
|
146K
$17.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.34K- 0.36% |
$105K - $122K
|
372K
$45M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.35K- 11.67% |
$106K - $123K
|
10.2K
$1.24M
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.37K- 5.54% |
$108K - $125K
|
23.4K
$2.83M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
SELL
|
- |
-1.43K- 12.5% |
$112K - $130K
|
10K
$1.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.45K- 8.69% |
$114K - $132K
|
15.2K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-1.47K- 93.65% |
$116K - $134K
|
100
$12.1K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.67K- 16.54% |
$131K - $152K
|
8.41K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.76K- 17.31% |
$139K - $161K
|
8.42K
$1.02M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 3.41% |
$142K - $164K
|
51K
$6.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.81K- 8.57% |
$142K - $165K
|
19.3K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.84K- 19.36% |
$144K - $167K
|
7.64K
$924K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.91K- 17.27% |
$151K - $174K
|
9.17K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2K- 14.95% |
$157K - $182K
|
11.4K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.01K- 9.03% |
$158K - $183K
|
20.2K
$2.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-2.03K- 21.95% |
$160K - $185K
|
7.21K
$872K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.12K- 5.53% |
$167K - $193K
|
36.2K
$4.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-2.13K- 4.22% |
$167K - $194K
|
48.3K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.15K- 28.58% |
$169K - $196K
|
5.38K
$651K
|