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
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.26K- 3.02% |
$177K - $205K
|
72.5K
$8.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.27K- 22.48% |
$178K - $206K
|
7.82K
$945K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.28K- 9.29% |
$179K - $208K
|
22.3K
$2.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.33K- 3.97% |
$184K - $212K
|
56.5K
$6.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.36K- 4.26% |
$186K - $215K
|
53.2K
$6.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.41K- 3.49% |
$190K - $220K
|
66.6K
$8.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.47K- 6.91% |
$194K - $225K
|
33.2K
$4.02M
|
|
|
Mar 21, 2023
Q4 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-2.47K- 39.91% |
$195K - $225K
|
3.73K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.6K- 11.96% |
$205K - $237K
|
19.2K
$2.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.66K- 9.87% |
$209K - $242K
|
24.3K
$2.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Wind River Trust CO
|
SELL
|
- |
-2.94K- 0.55% |
$231K - $268K
|
527K
$63.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.96K- 30.02% |
$233K - $269K
|
6.89K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.01K- 11.49% |
$236K - $274K
|
23.1K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.16K- 3.72% |
$248K - $287K
|
81.7K
$9.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 5.08% |
$253K - $293K
|
60.1K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.3K- 38.77% |
$260K - $301K
|
5.21K
$630K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.33K- 6.46% |
$262K - $304K
|
48.3K
$5.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.37K- 34.04% |
$265K - $307K
|
6.53K
$790K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-3.54K- 1.34% |
$278K - $322K
|
261K
$31.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.55K- 93.57% |
$279K - $323K
|
244
$29.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
SELL
|
- |
-3.73K- 38.31% |
$293K - $339K
|
6K
$725K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.02K- 53.35% |
$316K - $366K
|
3.52K
$425K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-4.14K- 1.03% |
$326K - $377K
|
398K
$48.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-4.48K- 23.81% |
$353K - $408K
|
14.3K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.49K- 2.83% |
$353K - $409K
|
154K
$18.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.56K- 28.67% |
$358K - $415K
|
11.3K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
SELL
|
- |
-4.56K- 58.56% |
$359K - $415K
|
3.23K
$390K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.73K- 24.11% |
$372K - $430K
|
14.9K
$1.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.73K- 14.81% |
$372K - $431K
|
27.2K
$3.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 17.86% |
$375K - $434K
|
21.9K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.05K- 18.37% |
$397K - $460K
|
22.4K
$2.71M
|
|
|
Jan 04, 2023
Q4 2022
|
Agincourt Capital Management, LLC
|
SELL
|
- |
-5.07K- 0.68% |
$398K - $461K
|
737K
$89.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.09K- 63.83% |
$401K - $464K
|
2.89K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.14K- 11.52% |
$404K - $468K
|
39.5K
$4.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.29K- 60.01% |
$416K - $482K
|
3.53K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 31.95% |
$417K - $483K
|
11.3K
$1.37M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-5.73K- 7.9% |
$451K - $522K
|
66.8K
$8.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.18K- 23.18% |
$486K - $563K
|
20.5K
$2.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6.28K- 11.73% |
$494K - $572K
|
47.3K
$5.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.74K- 10.98% |
$530K - $614K
|
54.6K
$6.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.08K- 4.82% |
$557K - $645K
|
140K
$16.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.52K- 57.98% |
$591K - $685K
|
5.45K
$659K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.73K- 4.97% |
$608K - $704K
|
148K
$17.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-8.17K- 9.72% |
$642K - $744K
|
75.8K
$9.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-8.45K- 21.41% |
$665K - $769K
|
31K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.01K- 2.45% |
$708K - $820K
|
359K
$43.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-9.2K- 13.64% |
$723K - $837K
|
58.2K
$7.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.73K- 63.78% |
$766K - $886K
|
5.53K
$668K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-10.8K- 49.48% |
$850K - $984K
|
11K
$1.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.6K- 7.22% |
$990K - $1.15M
|
162K
$19.5M
|