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 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
944+ 1.25% |
$74.3K - $86K
|
76.6K
$9.26M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
919+ 2.43% |
$72.3K - $83.7K
|
38.7K
$4.68M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
911+ 30.7% |
$71.7K - $83K
|
3.88K
$469K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
863New |
$67.9K - $78.6K
|
863
$104K
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
836+ 12.71% |
$65.8K - $76.1K
|
7.41K
$896K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
808+ 3.66% |
$63.6K - $73.6K
|
22.9K
$2.77M
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
776+ 10.8% |
$61K - $70.7K
|
7.96K
$963K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
760+ 5.48% |
$59.8K - $69.2K
|
14.6K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
744+ 5.53% |
$58.5K - $67.8K
|
14.2K
$1.72M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
739+ 10.19% |
$58.1K - $67.3K
|
7.99K
$966K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
739+ 10.28% |
$58.1K - $67.3K
|
7.93K
$958K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
727+ 10.61% |
$57.2K - $66.2K
|
7.58K
$916K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
702+ 3.24% |
$55.2K - $63.9K
|
22.3K
$2.7M
|
|
Feb 13, 2023
Q4 2022
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
700+ 1.01% |
$55.1K - $63.7K
|
69.7K
$8.43M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
688+ 6.67% |
$54.1K - $62.7K
|
11K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
683New |
$53.7K - $62.2K
|
683
$82.6K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
660+ 25.22% |
$51.9K - $60.1K
|
3.28K
$396K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
647New |
$50.9K - $58.9K
|
647
$78.2K
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
634+ 23.87% |
$49.9K - $57.7K
|
3.29K
$398K
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
620+ 8.13% |
$48.8K - $56.5K
|
8.25K
$997K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
620New |
$48.8K - $56.5K
|
620
$75K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
602+ 4.9% |
$47.4K - $54.8K
|
12.9K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
600+ 60.0% |
$47.2K - $54.6K
|
1.6K
$193K
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
588+ 12.36% |
$46.3K - $53.5K
|
5.35K
$646K
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
588+ 5.07% |
$46.3K - $53.5K
|
12.2K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
588New |
$46.3K - $53.5K
|
588
$71.1K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
575New |
$45.2K - $52.4K
|
575
$69.5K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
550+ 5.66% |
$43.3K - $50.1K
|
10.3K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
546+ 3.77% |
$43K - $49.7K
|
15K
$1.82M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
544New |
$42.8K - $49.5K
|
544
$65.8K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
533+ 13.7% |
$41.9K - $48.5K
|
4.42K
$535K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
529+ 10.18% |
$41.6K - $48.2K
|
5.73K
$692K
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
528+ 8.75% |
$41.5K - $48.1K
|
6.56K
$793K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
527+ 446.61% |
$41.5K - $48K
|
645
$78K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
519+ 102.17% |
$40.8K - $47.3K
|
1.03K
$124K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
480New |
$37.8K - $43.7K
|
480
$58K
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
462+ 11.93% |
$36.3K - $42.1K
|
4.33K
$524K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
457New |
$36K - $41.6K
|
457
$55.3K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
454+ 2.39% |
$35.7K - $41.3K
|
19.4K
$2.35M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
435+ 4.18% |
$34.2K - $39.6K
|
10.8K
$1.31M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
434+ 3.13% |
$34.1K - $39.5K
|
14.3K
$1.73M
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
415+ 32.91% |
$32.6K - $37.8K
|
1.68K
$203K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
400+ 9.16% |
$31.5K - $36.4K
|
4.77K
$576K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$31.5K - $36.4K
|
400
$48.4K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
392+ 5.98% |
$30.8K - $35.7K
|
6.95K
$840K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
377New |
$29.7K - $34.3K
|
377
$45.6K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
375+ 14.09% |
$29.5K - $34.2K
|
3.04K
$367K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
359+ 6.37% |
$28.2K - $32.7K
|
5.99K
$725K
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
350+ 9.75% |
$27.5K - $31.9K
|
3.94K
$476K
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
350+ 15.07% |
$27.5K - $31.9K
|
2.67K
$323K
|