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 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5.47K+ 7.64% |
$430K - $498K
|
77.1K
$9.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5.36K+ 40.16% |
$422K - $488K
|
18.7K
$2.26M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.34K+ 81.64% |
$420K - $486K
|
11.9K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.32K+ 417.5% |
$418K - $484K
|
6.59K
$797K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5.08K+ 39.25% |
$400K - $463K
|
18K
$2.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.05K+ 73.65% |
$397K - $460K
|
11.9K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.92KNew |
$387K - $448K
|
4.92K
$594K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.91K+ 15.92% |
$386K - $447K
|
35.8K
$4.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.87K+ 1.54% |
$383K - $444K
|
322K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.82K+ 4.59% |
$379K - $439K
|
110K
$13.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
4.82K+ 18.2% |
$379K - $439K
|
31.3K
$3.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.8K+ 5.53% |
$378K - $438K
|
91.7K
$11.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.73KNew |
$372K - $431K
|
4.73K
$572K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
4.43K+ 2.97% |
$349K - $404K
|
153K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.43KNew |
$348K - $403K
|
4.43K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.29KNew |
$338K - $391K
|
4.29K
$519K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.28KNew |
$336K - $389K
|
4.28K
$517K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.26K+ 16.35% |
$335K - $388K
|
30.3K
$3.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
4.23KNew |
$333K - $385K
|
4.23K
$511K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.18K+ 12.38% |
$329K - $381K
|
37.9K
$4.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
4.14KNew |
$325K - $377K
|
4.14K
$500K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.12K+ 4.01% |
$324K - $375K
|
107K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.91K+ 16.51% |
$307K - $356K
|
27.6K
$3.33M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.79K+ 36.47% |
$298K - $345K
|
14.2K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
3.75KNew |
$295K - $341K
|
3.75K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.67KNew |
$289K - $334K
|
3.67K
$444K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.59K+ 46.0% |
$283K - $327K
|
11.4K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.59K+ 50.53% |
$283K - $327K
|
10.7K
$1.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.49KNew |
$275K - $318K
|
3.49K
$422K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.42K+ 14.39% |
$269K - $311K
|
27.2K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.34K+ 10.43% |
$263K - $304K
|
35.4K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.33K+ 68.15% |
$262K - $304K
|
8.23K
$995K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.26KNew |
$256K - $297K
|
3.26K
$394K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.26KNew |
$256K - $297K
|
3.26K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.23KNew |
$254K - $294K
|
3.23K
$391K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
3.23KNew |
$254K - $294K
|
3.23K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.18KNew |
$250K - $289K
|
3.18K
$384K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.18KNew |
$250K - $289K
|
3.18K
$384K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
3.14KNew |
$247K - $286K
|
3.14K
$380K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.04K+ 29.58% |
$239K - $277K
|
13.3K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.87K+ 2.83% |
$226K - $262K
|
104K
$12.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2.85KNew |
$224K - $259K
|
2.85K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.83KNew |
$223K - $258K
|
2.83K
$342K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.83K+ 66.12% |
$223K - $258K
|
7.11K
$860K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.83KNew |
$222K - $257K
|
2.83K
$342K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2.82KNew |
$221K - $256K
|
2.82K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.81K+ 34.21% |
$221K - $256K
|
11K
$1.33M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.81K+ 34.21% |
$221K - $256K
|
11K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.8K+ 5.4% |
$221K - $255K
|
54.7K
$6.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.8K+ 48.13% |
$220K - $255K
|
8.62K
$1.04M
|