Purchases and Sales Made in Q4 2022 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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
London & Capital Asset Management LTD

London, X0
BUY
 -
11.1K
New
$875K - $1.01M
11.1K $1.34M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
11K
+ 5.58%
$866K - $1M
208K $25.2M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
10.9K
+ 1.13%
$860K - $995K
982K $119M
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
10.7K
+ 60.92%
$840K - $972K
28.2K $3.41M
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
10.7K
+ 90.74%
$840K - $972K
22.4K $2.71M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10.6K
New
$833K - $965K
10.6K $1.28M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.1K
+ 194.93%
$798K - $924K
15.4K $1.86M
Feb 13, 2023 Q4 2022
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
10.1K
New
$795K - $920K
10.1K $1.22M
Feb 09, 2023 Q4 2022
Goal Fusion Wealth Management, LLC

BUY
 -
9.67K
+ 5.29%
$761K - $880K
192K $23.3M
Feb 07, 2023 Q4 2022
Doliver Advisors, LP

Houston, TX
BUY
 -
9.39K
New
$739K - $856K
9.39K $1.14M
Jan 19, 2023 Q4 2022
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
8.85K
New
$696K - $806K
8.85K $1.07M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
8.83K
+ 225.67%
$694K - $804K
12.7K $1.54M
Feb 14, 2023 Q4 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
8.75K
+ 3.99%
$688K - $797K
228K $27.6M
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
8.75K
+ 342.43%
$688K - $797K
11.3K $1.37M
Feb 09, 2023 Q4 2022
Avantax Planning Partners, Inc.

BUY
 -
8.69K
+ 160.85%
$683K - $791K
14.1K $1.7M
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
8.63K
+ 89.83%
$679K - $786K
18.2K $2.2M
Feb 13, 2023 Q4 2022
Allianz Asset Management Gmb H

Munich, 2M
BUY
 -
8.56K
+ 0.93%
$673K - $780K
933K $113M
Feb 07, 2023 Q4 2022
Main Street Financial Solutions, LLC

BUY
 -
8.52K
New
$670K - $776K
8.52K $1.03M
Jan 18, 2023 Q4 2022
Prentice Wealth Management LLC

BUY
 -
8.45K
+ 4.26%
$665K - $770K
207K $25M
Feb 10, 2023 Q4 2022
Edgehill Endowment Partners, LLC

BUY
 -
8.45K
+ 0.74%
$665K - $770K
1.15M $139M
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
8.34K
+ 16.13%
$656K - $759K
60K $7.26M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.29K
+ 12.06%
$652K - $755K
77K $9.31M
Jul 09, 2024 Q4 2022
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
8.16K
New
$642K - $743K
8.16K $986K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

BUY
 -
8.14K
New
$641K - $742K
8.14K $985K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
8.09K
+ 3.58%
$637K - $737K
234K $28.3M
Feb 06, 2023 Q4 2022
Cable Hill Partners, LLC

Portland, OR
BUY
 -
7.94K
+ 60.52%
$625K - $723K
21.1K $2.55M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
7.94K
New
$624K - $723K
7.94K $960K
Jan 23, 2023 Q4 2022
Foster Group, Inc.

BUY
 -
7.82K
+ 34.85%
$615K - $712K
30.3K $3.66M
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
7.7K
+ 15.16%
$606K - $701K
58.5K $7.07M
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
7.58K
+ 150.3%
$597K - $691K
12.6K $1.53M
Feb 13, 2023 Q4 2022
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
7.56K
New
$595K - $688K
7.56K $914K
Jan 18, 2023 Q4 2022
Jtc Employer Solutions Trustee LTD

BUY
 -
7.5K
New
$590K - $683K
7.5K $907K
Feb 16, 2023 Q4 2022
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
7.3K
New
$574K - $665K
7.3K $883K
Jan 18, 2023 Q4 2022
Arlington Financial Advisors, LLC

BUY
 -
7.17K
New
$564K - $653K
7.17K $867K
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
6.89K
+ 278.75%
$542K - $627K
9.36K $1.13M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.85K
+ 47.17%
$539K - $624K
21.4K $2.59M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
BUY
 -
6.84K
+ 13.28%
$538K - $623K
58.3K $7.05M
Mar 10, 2023 Q4 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
6.8K
+ 5.99%
$535K - $619K
120K $14.6M
Jan 30, 2023 Q4 2022
Hemington Wealth Management

BUY
 -
6.64K
+ 25.91%
$522K - $604K
32.2K $3.9M
Feb 08, 2023 Q4 2022
Salomon & Ludwin, LLC

BUY
 -
6.32K
+ 22.35%
$497K - $575K
34.6K $4.18M
Feb 10, 2023 Q4 2022
Loomis Sayles & CO L P

BUY
 -
6.17K
+ 2912.26%
$486K - $562K
6.39K $772K
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
5.95K
New
$468K - $542K
5.95K $719K
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
5.91K
+ 13.07%
$465K - $538K
51.2K $6.19M
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
5.82K
+ 2.84%
$458K - $530K
211K $25.5M
Feb 07, 2023 Q4 2022
First Pacific Advisors, LP

Los Angeles, CA
BUY
 -
5.75K
+ 116.16%
$452K - $524K
10.7K $1.29M
Jan 30, 2023 Q4 2022
Paragon Advisors, LLC

BUY
 -
5.69K
+ 52.72%
$447K - $518K
16.5K $1.99M
Feb 08, 2023 Q4 2022
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
5.66K
+ 924.51%
$445K - $515K
6.27K $758K
Feb 14, 2023 Q4 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.61K
+ 70.5%
$442K - $511K
13.6K $1.64M
Feb 14, 2023 Q4 2022
Capital World Investors

Los Angeles, CA
BUY
 -
5.48K
+ 112.98%
$431K - $499K
10.3K $1.25M

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