Purchases and Sales Made in Q1 2023 in Vanguard Total World Stk Index (VT)

VT Quotes by TradingView

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
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
3.89K
New
$335K - $368K
3.89K $472K
May 11, 2023 Q1 2023
Edgehill Endowment Partners, LLC

BUY
 -
3.72K
+ 0.32%
$320K - $351K
1.15M $140M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
3.54K
+ 13.13%
$305K - $334K
30.5K $3.7M
Apr 21, 2023 Q1 2023
Forte Asset Management LLC

BUY
 -
3.37K
New
$291K - $319K
3.37K $409K
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
3.35K
New
$289K - $317K
3.35K $407K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
3.34K
+ 139.13%
$288K - $316K
5.74K $697K
Apr 13, 2023 Q1 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
3.32K
New
$286K - $314K
3.32K $402K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.3K
+ 0.17%
$285K - $312K
1.91M $232M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.28K
+ 2.38%
$283K - $310K
141K $17.1M
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
3.17K
+ 4289.19%
$274K - $300K
3.25K $394K
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
2.98K
+ 14.19%
$257K - $282K
24K $2.91M
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
2.94K
+ 37.84%
$253K - $278K
10.7K $1.3M
Apr 21, 2023 Q1 2023
Arbor Investment Advisors, LLC

BUY
 -
2.88K
+ 5.65%
$248K - $272K
53.8K $6.53M
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
2.84K
New
$245K - $269K
2.84K $345K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2.82K
New
$243K - $267K
2.82K $342K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
2.82K
New
$243K - $266K
2.82K $341K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.79K
New
$241K - $264K
2.79K $338K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
2.78K
New
$239K - $263K
2.78K $337K
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
2.74K
New
$236K - $259K
2.74K $332K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
2.63K
New
$227K - $249K
2.63K $319K
May 02, 2023 Q1 2023
Neumann Capital Management, LLC

BUY
 -
2.63K
+ 11.78%
$226K - $248K
24.9K $3.02M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
2.59K
+ 1.14%
$223K - $245K
231K $28M
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
2.57K
+ 19.24%
$221K - $243K
15.9K $1.93M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
2.56K
New
$220K - $242K
2.56K $310K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
2.55K
+ 86.57%
$220K - $241K
5.49K $666K
Apr 13, 2023 Q1 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
2.53K
+ 9.67%
$218K - $239K
28.7K $3.48M
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

BUY
 -
2.5K
+ 34.22%
$216K - $236K
9.8K $1.19M
May 15, 2023 Q1 2023
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
2.48K
+ 1.68%
$214K - $235K
150K $18.2M
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
2.48K
New
$214K - $234K
2.48K $301K
May 15, 2023 Q1 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
2.4K
New
$207K - $227K
2.4K $291K
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
2.4K
New
$207K - $226K
2.4K $290K
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
2.3K
New
$198K - $217K
2.3K $279K
Apr 19, 2023 Q1 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
2.28K
New
$196K - $215K
2.28K $276K
Apr 05, 2023 Q1 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
2.27K
New
$196K - $215K
2.27K $275K
Apr 19, 2023 Q1 2023
Charter Oak Capital Management, LLC

BUY
 -
2.27K
New
$196K - $214K
2.27K $275K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
2.27K
+ 34.89%
$196K - $214K
8.77K $1.06M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.22K
+ 5.84%
$191K - $210K
40.2K $4.87M
Apr 26, 2023 Q1 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
2.21K
New
$190K - $209K
2.21K $268K
May 08, 2023 Q1 2023
Red Door Wealth Management, LLC

BUY
 -
2.21K
New
$190K - $209K
2.21K $268K
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
2.2K
New
$190K - $208K
2.2K $267K
May 08, 2023 Q1 2023
Truepoint, Inc.

BUY
 -
2.19K
New
$188K - $207K
2.19K $265K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.19K
New
$188K - $207K
2.19K $265K
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
2.18K
New
$188K - $206K
2.18K $264K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.06K
+ 28.54%
$178K - $195K
9.29K $1.13M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
2.04K
+ 4.04%
$176K - $193K
52.6K $6.38M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
1.98K
+ 14.41%
$171K - $187K
15.7K $1.91M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.86K
+ 61.13%
$160K - $175K
4.89K $593K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
1.85K
+ 27.97%
$160K - $175K
8.46K $1.03M
May 15, 2023 Q1 2023
Scs Capital Management LLC

Boston, MA
BUY
 -
1.81K
+ 1.65%
$156K - $171K
112K $13.5M

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