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 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
340+ 11.71% |
$26.7K - $31K
|
3.24K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
305+ 0.15% |
$24K - $27.8K
|
202K
$24.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
303+ 3.26% |
$23.8K - $27.6K
|
9.59K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
300+ 3.67% |
$23.6K - $27.3K
|
8.47K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
285+ 0.73% |
$22.4K - $26K
|
39.1K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
283+ 2.29% |
$22.3K - $25.8K
|
12.6K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
282+ 4.96% |
$22.2K - $25.7K
|
5.97K
$722K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
269New |
$21.2K - $24.5K
|
269
$32.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
255+ 0.92% |
$20.1K - $23.2K
|
28K
$3.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
244+ 6.98% |
$19.2K - $22.2K
|
3.74K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
234+ 6.8% |
$18.4K - $21.3K
|
3.68K
$444K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
222+ 0.6% |
$17.5K - $20.2K
|
37.5K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
221+ 2.03% |
$17.4K - $20.1K
|
11.1K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
200+ 13.18% |
$15.7K - $18.2K
|
1.72K
$208K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
178+ 10.51% |
$14K - $16.2K
|
1.87K
$226K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
176New |
$13.8K - $16K
|
176
$21.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
166+ 6.31% |
$13.1K - $15.1K
|
2.8K
$338K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
163New |
$12.8K - $14.8K
|
163
$19.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
163+ 2.32% |
$12.8K - $14.8K
|
7.18K
$868K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
155+ 3.36% |
$12.2K - $14.1K
|
4.77K
$577K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
152+ 73.79% |
$12K - $13.8K
|
358
$43.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
152+ 1.94% |
$12K - $13.8K
|
7.98K
$965K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
152+ 0.21% |
$12K - $13.8K
|
73.6K
$8.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
138+ 0.46% |
$10.9K - $12.6K
|
30.2K
$3.65M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
137New |
$10.8K - $12.5K
|
137
$16.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
116+ 0.33% |
$9.13K - $10.6K
|
35.5K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
114New |
$8.97K - $10.4K
|
114
$13.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
101+ 2.97% |
$7.95K - $9.2K
|
3.5K
$423K
|
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
100+ 2.74% |
$7.87K - $9.11K
|
3.75K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
98+ 2.94% |
$7.71K - $8.92K
|
3.44K
$415K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
97+ 0.69% |
$7.63K - $8.83K
|
14.2K
$1.72M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
91New |
$7.16K - $8.29K
|
91
$11K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
89+ 3.33% |
$7K - $8.11K
|
2.77K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
81+ 0.22% |
$6.37K - $7.38K
|
37K
$4.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
80New |
$6.29K - $7.29K
|
80
$9.67K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
71New |
$5.59K - $6.47K
|
71
$8.59K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
68+ 57.14% |
$5.35K - $6.19K
|
187
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
67+ 18.61% |
$5.27K - $6.1K
|
427
$51.6K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
66+ 1.71% |
$5.19K - $6.01K
|
3.93K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
65+ 0.74% |
$5.11K - $5.92K
|
8.81K
$1.07M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
65+ 0.95% |
$5.11K - $5.92K
|
6.88K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
64+ 0.44% |
$5.03K - $5.83K
|
14.5K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
63+ 1.5% |
$4.96K - $5.74K
|
4.25K
$514K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
61+ 0.8% |
$4.8K - $5.56K
|
7.69K
$930K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
59+ 0.14% |
$4.64K - $5.37K
|
41.9K
$5.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
59+ 0.07% |
$4.64K - $5.37K
|
80.2K
$9.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.71% |
$4.41K - $5.1K
|
3.34K
$404K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
55New |
$4.33K - $5.01K
|
55
$6.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
54+ 1.44% |
$4.25K - $4.92K
|
3.8K
$460K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
50+ 1.54% |
$3.93K - $4.55K
|
3.3K
$399K
|