Purchases and Sales Made in Q1 2023 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-742- 2.14% |
$64K - $70.2K
|
33.9K
$4.11M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-754- 99.87% |
$65K - $71.3K
|
1
$121
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-755- 2.18% |
$65.1K - $71.4K
|
33.9K
$4.11M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-758- 8.27% |
$65.4K - $71.7K
|
8.41K
$1.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-771- 0.94% |
$66.5K - $72.9K
|
80.9K
$9.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-784- 3.58% |
$67.6K - $74.1K
|
21.1K
$2.56M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-793- 5.21% |
$68.4K - $75K
|
14.4K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-821- 25.39% |
$70.8K - $77.6K
|
2.41K
$293K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-869- 5.81% |
$74.9K - $82.2K
|
14.1K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-884- 20.63% |
$76.2K - $83.6K
|
3.4K
$413K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-910- 5.55% |
$78.5K - $86K
|
15.5K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-913- 1.79% |
$78.7K - $86.3K
|
50.2K
$6.09M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-945- 1.3% |
$81.5K - $89.3K
|
71.6K
$8.68M
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-980- 2.52% |
$84.5K - $92.7K
|
38K
$4.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-999- 1.3% |
$86.2K - $94.5K
|
76.1K
$9.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.01K- 3.65% |
$86.8K - $95.1K
|
26.6K
$3.22M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-1.05K- 2.86% |
$90.5K - $99.2K
|
35.7K
$4.32M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.08K- 9.89% |
$92.8K - $102K
|
9.8K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.1K- 6.67% |
$94.9K - $104K
|
15.4K
$1.87M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 5.42% |
$96K - $105K
|
19.4K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.15K- 13.69% |
$99.4K - $109K
|
7.27K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.19K- 16.84% |
$103K - $113K
|
5.88K
$713K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 8.86% |
$108K - $119K
|
12.9K
$1.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.3K- 3.42% |
$112K - $123K
|
36.8K
$4.46M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.31K- 0.35% |
$113K - $123K
|
371K
$45M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-1.33K- 8.06% |
$114K - $125K
|
15.1K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.34K- 17.9% |
$115K - $127K
|
6.14K
$744K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.35K- 99.63% |
$116K - $128K
|
5
$606
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.37K- 6.7% |
$118K - $130K
|
19.1K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.41K- 6.59% |
$122K - $133K
|
20K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.43K- 36.44% |
$123K - $135K
|
2.49K
$302K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-1.44K- 3.49% |
$124K - $136K
|
39.7K
$4.82M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.44K- 13.44% |
$124K - $136K
|
9.26K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.47K- 27.85% |
$127K - $139K
|
3.81K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.53K- 11.3% |
$132K - $145K
|
12K
$1.46M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.63K- 15.93% |
$140K - $154K
|
8.59K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.74K- 12.16% |
$150K - $165K
|
12.6K
$1.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.82K- 26.22% |
$157K - $172K
|
5.12K
$621K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.86K- 52.99% |
$161K - $176K
|
1.65K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.09K- 4.08% |
$180K - $198K
|
49.1K
$5.95M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-2.1K- 7.5% |
$181K - $198K
|
25.8K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.12K- 12.57% |
$183K - $200K
|
14.7K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.15K- 9.29% |
$185K - $203K
|
21K
$2.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.17K- 2.56% |
$187K - $205K
|
82.5K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.31K- 4.22% |
$199K - $218K
|
52.4K
$6.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.42K- 4.46% |
$208K - $228K
|
51.8K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.57K- 4.03% |
$222K - $243K
|
61.3K
$7.43M
|
|
|
May 11, 2023
Q1 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.58K- 20.89% |
$222K - $243K
|
9.75K
$1.18M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 6.88% |
$228K - $250K
|
35.7K
$4.33M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.02K- 40.26% |
$261K - $286K
|
4.49K
$544K
|