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 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
2.79K
New
$219K - $254K
2.79K $337K
Feb 14, 2023 Q4 2022
Harding Loevner LP

Bridgewater, NJ
BUY
 -
2.65K
+ 222.61%
$208K - $241K
3.84K $464K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.58K
+ 16.22%
$203K - $235K
18.5K $2.24M
Sep 26, 2023 Q4 2022
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
2.56K
New
$201K - $233K
2.56K $310K
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

BUY
 -
2.56K
+ 5.8%
$201K - $233K
46.6K $5.64M
Feb 14, 2023 Q4 2022
Bos Asset Management, LLC

Springfield, IL
BUY
 -
2.54K
New
$199K - $231K
2.54K $307K
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.51K
New
$197K - $228K
2.51K $303K
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

BUY
 -
2.5K
+ 5.24%
$197K - $228K
50.3K $6.08M
Feb 02, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.49K
New
$196K - $226K
2.49K $301K
Jan 11, 2023 Q4 2022
Flower City Capital

BUY
 -
2.47K
New
$194K - $225K
2.47K $298K
Feb 10, 2023 Q4 2022
Andesa Financial Management Inc.

BUY
 -
2.4K
New
$189K - $219K
2.4K $290K
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
2.39K
New
$188K - $217K
2.39K $289K
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
2.38K
New
$187K - $217K
2.38K $288K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
2.35K
+ 100.0%
$185K - $214K
4.71K $569K
Jan 27, 2023 Q4 2022
Oak Family Advisors, LLC

BUY
 -
2.35K
New
$185K - $214K
2.35K $284K
Nov 16, 2023 Q4 2022
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
2.3K
+ 18.0%
$181K - $209K
15.1K $1.82M
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
2.29K
New
$180K - $209K
2.29K $277K
Feb 01, 2023 Q4 2022
Verus Financial Partners, Inc.

BUY
 -
2.29K
New
$180K - $208K
2.29K $276K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
2.27K
+ 908.0%
$179K - $207K
2.52K $305K
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
2.23K
New
$176K - $203K
2.23K $270K
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
2.23K
+ 8.34%
$175K - $203K
28.9K $3.5M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
2.2K
+ 56.41%
$173K - $200K
6.1K $737K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
2.16K
+ 3.64%
$170K - $197K
61.5K $7.44M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.12K
+ 13.25%
$167K - $193K
18.1K $2.19M
Feb 02, 2023 Q4 2022
Argi Investment Services, LLC

BUY
 -
2.09K
+ 17.42%
$164K - $190K
14.1K $1.7M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.08K
+ 14.1%
$164K - $190K
16.8K $2.04M
Jan 19, 2023 Q4 2022
Abacus Planning Group, Inc.

BUY
 -
2.08K
+ 39.72%
$163K - $189K
7.3K $883K
Jan 20, 2023 Q4 2022
Newton One Investments LLC

BUY
 -
2.02K
+ 2.44%
$159K - $184K
84.7K $10.2M
Feb 13, 2023 Q4 2022
Barclays PLC

London, X0
BUY
 -
2K
New
$157K - $182K
2K $242K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1.95K
+ 8.39%
$153K - $177K
25.1K $3.04M
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
1.91K
New
$150K - $174K
1.91K $230K
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
1.88K
+ 14.34%
$148K - $171K
15K $1.81M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.78K
+ 37.76%
$140K - $162K
6.5K $786K
Feb 13, 2023 Q4 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.71K
+ 11.91%
$134K - $155K
16K $1.94M
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
1.7K
+ 15.29%
$134K - $155K
12.8K $1.55M
May 24, 2023 Q4 2022
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
1.5K
New
$118K - $137K
1.5K $182K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
1.49K
+ 3.76%
$117K - $136K
41.1K $4.96M
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
1.43K
+ 2.44%
$112K - $130K
60.1K $7.26M
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.38K
+ 7.21%
$109K - $126K
20.5K $2.48M
Jan 13, 2023 Q4 2022
John W. Brooker & Co., Cp As

BUY
 -
1.29K
+ 14.12%
$101K - $117K
10.4K $1.26M
Jan 17, 2023 Q4 2022
Horizon Financial Services, LLC

BUY
 -
1.27K
+ 45.39%
$100K - $116K
4.08K $493K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.18K
+ 41.01%
$93.1K - $108K
4.07K $492K
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
1.15K
+ 5.59%
$90.8K - $105K
21.8K $2.63M
Jan 26, 2023 Q4 2022
Cutler Investment Counsel LLC

BUY
 -
1.11K
+ 14.24%
$87.6K - $101K
8.93K $1.08M
Feb 06, 2023 Q4 2022
Princeton Global Asset Management LLC

BUY
 -
1.11K
+ 453.06%
$87.3K - $101K
1.36K $164K
Feb 13, 2023 Q4 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
1.1K
+ 1.62%
$86.5K - $100K
68.9K $8.33M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.07K
+ 2.02%
$84.5K - $97.8K
54.2K $6.55M
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
1K
New
$78.7K - $91.2K
1K $121K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
961
+ 15.0%
$75.6K - $87.5K
7.37K $891K

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