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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.6% |
$78.7 - $91.1
|
169
$20.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.24% |
$78.7 - $91.1
|
426
$51.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.01% |
$78.7 - $91.1
|
10.7K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1+ 0.02% |
$78.7 - $91.1
|
4.45K
$538K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$78.7 - $91.1
|
7.22K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$78.7 - $91.1
|
8.32K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.54% |
$78.7 - $91.1
|
66
$7.98K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.82% |
$78.7 - $91.1
|
123
$14.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 0.65% |
$78.7 - $91.1
|
155
$18.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 0.24% |
$472 - $546
|
2.52K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7- 0.28% |
$551 - $637
|
2.53K
$306K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-7- 0.02% |
$551 - $637
|
32.6K
$3.94M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 10.23% |
$708 - $820
|
79
$9.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.14% |
$1.34K - $1.55K
|
12K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20- 0.29% |
$1.57K - $1.82K
|
6.83K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 0.81% |
$1.97K - $2.28K
|
3.05K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-28- 0.27% |
$2.2K - $2.55K
|
10.3K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-29- 0.33% |
$2.28K - $2.64K
|
8.8K
$1.06M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-29- 0.29% |
$2.28K - $2.64K
|
9.98K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-30- 0.7% |
$2.36K - $2.73K
|
4.26K
$515K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-30- 8.04% |
$2.36K - $2.73K
|
343
$41.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-30- 0.84% |
$2.36K - $2.73K
|
3.54K
$428K
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-34- 0.12% |
$2.67K - $3.1K
|
27.9K
$3.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-41- 45.56% |
$3.23K - $3.73K
|
49
$5.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-42- 0.45% |
$3.3K - $3.82K
|
9.25K
$1.12M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-47Closed |
$3.7K - $4.28K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-47- 3.6% |
$3.7K - $4.28K
|
1.26K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-49- 0.95% |
$3.85K - $4.46K
|
5.11K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-50- 0.71% |
$3.93K - $4.55K
|
6.95K
$840K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-60- 0.74% |
$4.72K - $5.46K
|
8.05K
$974K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.48% |
$4.72K - $5.46K
|
12.5K
$1.51M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-60- 0.48% |
$4.72K - $5.46K
|
12.5K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-64- 1.69% |
$5.03K - $5.83K
|
3.72K
$450K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-65- 0.97% |
$5.11K - $5.92K
|
6.64K
$803K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-66- 4.3% |
$5.19K - $6.01K
|
1.47K
$178K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 5.58% |
$5.27K - $6.1K
|
1.13K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-70- 35.35% |
$5.51K - $6.37K
|
128
$15.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-71- 0.74% |
$5.59K - $6.47K
|
9.57K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-78- 5.02% |
$6.14K - $7.1K
|
1.48K
$178K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-83- 28.04% |
$6.53K - $7.56K
|
213
$25.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-90- 3.16% |
$7.08K - $8.2K
|
2.76K
$333K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-104- 2.84% |
$8.18K - $9.47K
|
3.55K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-106- 0.63% |
$8.34K - $9.65K
|
16.6K
$2.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-107- 0.97% |
$8.42K - $9.74K
|
10.9K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-114- 2.82% |
$8.97K - $10.4K
|
3.92K
$474K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-129- 4.8% |
$10.1K - $11.7K
|
2.56K
$309K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-136- 20.48% |
$10.7K - $12.4K
|
528
$63.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-150- 0.46% |
$11.8K - $13.7K
|
32.1K
$3.89M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-158- 3.44% |
$12.4K - $14.4K
|
4.43K
$536K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-160- 3.18% |
$12.6K - $14.6K
|
4.87K
$588K
|