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 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
41.4K+ 4.34% |
$3.25M - $3.77M
|
994K
$120M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
39.7K+ 163.05% |
$3.12M - $3.62M
|
64K
$7.74M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
35.8K+ 411.21% |
$2.82M - $3.26M
|
44.5K
$5.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
34.6K+ 7.46% |
$2.72M - $3.15M
|
499K
$60.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.6K+ 9.75% |
$2.65M - $3.06M
|
378K
$45.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.7K+ 209.46% |
$2.58M - $2.98M
|
48.4K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
31.9K+ 58.33% |
$2.51M - $2.9M
|
86.5K
$10.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
31.2K+ 21.24% |
$2.45M - $2.84M
|
178K
$21.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.7K+ 8.01% |
$2.41M - $2.79M
|
413K
$50M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.9K+ 12.17% |
$2.35M - $2.73M
|
276K
$33.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
29.6KNew |
$2.33M - $2.69M
|
29.6K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.2K+ 694.44% |
$2.3M - $2.66M
|
33.4K
$4.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
28.4K+ 177.22% |
$2.23M - $2.59M
|
44.4K
$5.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Boxwood Ventures, Inc.
|
BUY
|
- |
26.2KNew |
$2.06M - $2.39M
|
26.2K
$3.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
26.1KNew |
$2.06M - $2.38M
|
26.1K
$3.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
25.7KNew |
$2.02M - $2.34M
|
25.7K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
25.4KNew |
$2M - $2.31M
|
25.4K
$3.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.5K+ 48.01% |
$1.85M - $2.14M
|
72.4K
$8.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
22.7K+ 305.54% |
$1.78M - $2.06M
|
30.1K
$3.64M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21.2KNew |
$1.67M - $1.94M
|
21.2K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21KNew |
$1.65M - $1.91M
|
21K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Tiff Advisory Services Inc
|
BUY
|
- |
20.1K+ 21.74% |
$1.58M - $1.83M
|
113K
$13.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20K+ 34.0% |
$1.58M - $1.83M
|
79K
$9.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20K+ 21.96% |
$1.57M - $1.82M
|
111K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18.5KNew |
$1.45M - $1.68M
|
18.5K
$2.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
18.3KNew |
$1.44M - $1.67M
|
18.3K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.6K+ 59.92% |
$1.38M - $1.6M
|
47K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 22.1% |
$1.33M - $1.54M
|
93.3K
$11.3M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
16.3KNew |
$1.28M - $1.48M
|
16.3K
$1.97M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15.4KNew |
$1.21M - $1.4M
|
15.4K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
15.1K+ 2.74% |
$1.18M - $1.37M
|
566K
$68.4M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
14.9K+ 4103.86% |
$1.17M - $1.36M
|
15.3K
$1.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
14.8K+ 270.91% |
$1.17M - $1.35M
|
20.3K
$2.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8K+ 240.92% |
$1.17M - $1.35M
|
21K
$2.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
14.3KNew |
$1.13M - $1.3M
|
14.3K
$1.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.3K+ 16.44% |
$1.12M - $1.3M
|
101K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
14.2K+ 627.45% |
$1.12M - $1.29M
|
16.5K
$1.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.1K+ 347.43% |
$1.11M - $1.29M
|
18.2K
$2.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
13.5KNew |
$1.06M - $1.23M
|
13.5K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13.3KNew |
$1.05M - $1.21M
|
13.3K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.2KNew |
$1.04M - $1.21M
|
13.2K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
13KNew |
$1.02M - $1.18M
|
13K
$1.57M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.6KNew |
$994K - $1.15M
|
12.6K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 56.25% |
$951K - $1.1M
|
33.6K
$4.06M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8KNew |
$926K - $1.07M
|
11.8K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
11.7KNew |
$918K - $1.06M
|
11.7K
$1.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
11.6K+ 130.97% |
$911K - $1.05M
|
20.4K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.6K+ 50.25% |
$911K - $1.05M
|
34.6K
$4.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
11.3K+ 158.93% |
$889K - $1.03M
|
18.4K
$2.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
11.3K+ 6.0% |
$886K - $1.03M
|
199K
$24M
|