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 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-14.2K- 11.16% |
$1.11M - $1.29M
|
113K
$13.6M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-15K- 78.13% |
$1.18M - $1.37M
|
4.21K
$509K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.3K- 2.37% |
$1.2M - $1.39M
|
629K
$76M
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19.8K- 42.59% |
$1.56M - $1.8M
|
26.7K
$3.23M
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-20.8K- 80.79% |
$1.64M - $1.9M
|
4.95K
$598K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-25K- 19.13% |
$1.97M - $2.28M
|
106K
$12.8M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.5K- 2.52% |
$2.01M - $2.33M
|
989K
$120M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-26KClosed |
$2.04M - $2.37M
|
0
$0
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-26K- 57.16% |
$2.05M - $2.37M
|
19.5K
$2.36M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-28.7K- 6.74% |
$2.26M - $2.62M
|
398K
$48.1M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-31.7K- 38.56% |
$2.49M - $2.88M
|
50.5K
$6.1M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33.6K- 83.73% |
$2.65M - $3.06M
|
6.54K
$790K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-33.8K- 8.63% |
$2.66M - $3.08M
|
358K
$43.2M
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-35.8K- 71.92% |
$2.82M - $3.26M
|
14K
$1.69M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41.7K- 3.76% |
$3.28M - $3.8M
|
1.07M
$129M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44.1K- 78.58% |
$3.47M - $4.01M
|
12K
$1.45M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-55.1K- 28.88% |
$4.34M - $5.02M
|
136K
$16.4M
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-61.7K- 33.69% |
$4.85M - $5.62M
|
121K
$14.7M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-63.9K- 31.71% |
$5.03M - $5.82M
|
138K
$16.6M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.2K- 1.62% |
$5.6M - $6.48M
|
4.32M
$522M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72K- 3.63% |
$5.66M - $6.55M
|
1.91M
$231M
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-73.3K- 65.68% |
$5.76M - $6.67M
|
38.3K
$4.63M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-85.3K- 89.89% |
$6.71M - $7.77M
|
9.6K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-93.3K- 29.1% |
$7.34M - $8.5M
|
227K
$27.5M
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-108K- 63.03% |
$8.48M - $9.82M
|
63.2K
$7.65M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-162K- 51.84% |
$12.8M - $14.8M
|
151K
$18.2M
|
|
Feb 06, 2023
Q4 2022
|
University Of Maryland Foundation, Inc.
|
SELL
|
- |
-165K- 97.75% |
$13M - $15M
|
3.79K
$458K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-243K- 38.95% |
$19.1M - $22.1M
|
381K
$46M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-243K- 29.39% |
$19.1M - $22.2M
|
585K
$70.7M
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-244K- 42.88% |
$19.2M - $22.2M
|
325K
$39.3M
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-317K- 8.92% |
$24.9M - $28.9M
|
3.23M
$391M
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-549K- 68.15% |
$43.2M - $50M
|
257K
$31M
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-942K- 98.84% |
$74.1M - $85.8M
|
11.1K
$1.34M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-252M- 100.0% |
$19.8B - $22.9B
|
3.94K
$477K
|