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 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
48+ 0.5% |
$3.78K - $4.37K
|
9.69K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
46+ 0.26% |
$3.62K - $4.19K
|
17.9K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
46+ 0.71% |
$3.62K - $4.19K
|
6.56K
$793K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
45+ 0.35% |
$3.54K - $4.1K
|
13.1K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44+ 1.52% |
$3.46K - $4.01K
|
2.94K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
44New |
$3.46K - $4.01K
|
44
$5.32K
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
41+ 0.05% |
$3.23K - $3.73K
|
78.1K
$9.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
40+ 0.52% |
$3.15K - $3.64K
|
7.78K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
37+ 13.31% |
$2.91K - $3.37K
|
315
$38.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31New |
$2.44K - $2.82K
|
31
$3.75K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30+ 2.0% |
$2.36K - $2.73K
|
1.53K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
28+ 0.72% |
$2.2K - $2.55K
|
3.91K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27New |
$2.12K - $2.46K
|
27
$3.26K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
26+ 0.16% |
$2.05K - $2.37K
|
16.1K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.09% |
$2.05K - $2.37K
|
30.4K
$3.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25+ 0.29% |
$1.97K - $2.28K
|
8.67K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
25+ 0.06% |
$1.97K - $2.28K
|
39K
$4.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
24+ 28.57% |
$1.89K - $2.19K
|
108
$13.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
23+ 0.29% |
$1.81K - $2.09K
|
8.08K
$977K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
20+ 0.67% |
$1.57K - $1.82K
|
3.02K
$366K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$1.49K - $1.73K
|
19
$2.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
17+ 0.7% |
$1.34K - $1.55K
|
2.45K
$296K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
17+ 0.21% |
$1.34K - $1.55K
|
8.25K
$998K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.48% |
$1.26K - $1.46K
|
3.33K
$402K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 0.5% |
$1.26K - $1.46K
|
3.22K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
14+ 33.33% |
$1.1K - $1.27K
|
56
$6.77K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
14+ 0.35% |
$1.1K - $1.27K
|
3.96K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
13+ 0.06% |
$1.02K - $1.18K
|
22.7K
$2.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 0.69% |
$865 - $1K
|
1.6K
$193K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11+ 0.21% |
$865 - $1K
|
5.28K
$638K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.01% |
$787 - $911
|
134K
$16.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8+ 0.17% |
$629 - $729
|
4.6K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
7+ 0.96% |
$551 - $637
|
736
$89K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$472 - $546
|
2.89K
$350K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.75% |
$472 - $546
|
808
$97.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.23% |
$472 - $546
|
2.66K
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.57% |
$393 - $455
|
887
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$393 - $455
|
11.9K
$1.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.72% |
$393 - $455
|
698
$84.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$315 - $364
|
4.8K
$581K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.06% |
$315 - $364
|
6.44K
$779K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
3+ 0.42% |
$236 - $273
|
718
$86.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.67% |
$236 - $273
|
450
$54.4K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2+ 0.03% |
$157 - $182
|
6.8K
$823K
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$157 - $182
|
36.7K
$4.44M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
2+ 0.03% |
$157 - $182
|
5.83K
$705K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.28% |
$157 - $182
|
711
$86K
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
2+ 0.05% |
$157 - $182
|
3.76K
$454K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2+ 0.02% |
$157 - $182
|
8.25K
$997K
|