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 04, 2023 Q1 2023
Howard Wealth Management, LLC

Madison, CT
BUY
 -
386
+ 1.05%
$33.3K - $36.5K
37.1K $4.5M
May 11, 2023 Q1 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
384
+ 0.23%
$33.1K - $36.3K
168K $20.4M
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
372
+ 3.96%
$32.1K - $35.2K
9.77K $1.18M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
366
New
$31.6K - $34.6K
366 $44.4K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
349
+ 0.34%
$30.1K - $33K
102K $12.3M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
340
+ 19.8%
$29.3K - $32.1K
2.06K $249K
May 11, 2023 Q1 2023
Kendall Capital Management

BUY
 -
339
+ 9.05%
$29.2K - $32.1K
4.09K $495K
May 04, 2023 Q1 2023
Founders Financial Securities LLC

BUY
 -
330
+ 11.83%
$28.5K - $31.2K
3.12K $378K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
326
+ 7.67%
$28.1K - $30.8K
4.58K $555K
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
325
+ 10.75%
$28K - $30.7K
3.35K $406K
May 11, 2023 Q1 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
316
+ 9.47%
$27.3K - $29.9K
3.65K $443K
May 15, 2023 Q1 2023
Treynor Bancshares, Inc.

BUY
 -
308
+ 1.36%
$26.6K - $29.1K
23K $2.79M
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
304
+ 3.01%
$26.2K - $28.7K
10.4K $1.26M
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
300
+ 375.0%
$25.9K - $28.4K
380 $46.1K
Apr 17, 2023 Q1 2023
Benchmark Wealth Management, LLC

BUY
 -
293
+ 5.47%
$25.3K - $27.7K
5.65K $686K
Apr 18, 2023 Q1 2023
Tanager Wealth Management LLP

BUY
 -
282
+ 1.38%
$24.3K - $26.7K
20.7K $2.51M
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
275
+ 1.92%
$23.7K - $26K
14.6K $1.77M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
273
New
$23.5K - $25.8K
273 $33.1K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
262
+ 14.0%
$22.6K - $24.8K
2.13K $259K
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
256
+ 8.99%
$22.1K - $24.2K
3.11K $377K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
252
New
$21.7K - $23.8K
252 $30.6K
May 15, 2023 Q1 2023
Angeles Investment Advisors, LLC

BUY
 -
250
+ 15.63%
$21.6K - $23.6K
1.85K $224K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
246
+ 2.32%
$21.2K - $23.3K
10.8K $1.31M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
241
+ 1.91%
$20.8K - $22.8K
12.9K $1.56M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
237
+ 2.19%
$20.4K - $22.4K
11.1K $1.34M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
236
+ 7.31%
$20.4K - $22.3K
3.46K $420K
May 24, 2023 Q1 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
230
+ 15.06%
$19.8K - $21.7K
1.76K $213K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
229
+ 2.92%
$19.7K - $21.7K
8.06K $978K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
225
+ 1.3%
$19.4K - $21.3K
17.5K $2.12M
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
223
New
$19.2K - $21.1K
223 $27K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
218
+ 990.91%
$18.8K - $20.6K
240 $29.1K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
200
New
$17.2K - $18.9K
200 $24.3K
Apr 13, 2023 Q1 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
197
+ 2.03%
$17K - $18.6K
9.89K $1.2M
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
196
+ 5.98%
$16.9K - $18.5K
3.47K $421K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
174
+ 0.9%
$15K - $16.5K
19.5K $2.36M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
163
+ 5.76%
$14.1K - $15.4K
3K $363K
May 08, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
158
+ 3.57%
$13.6K - $14.9K
4.59K $556K
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
158
+ 43.05%
$13.6K - $14.9K
525 $63.7K
Jun 13, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
158
+ 3.57%
$13.6K - $14.9K
4.59K $556K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
138
New
$11.9K - $13K
138 $16.7K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
136
+ 1.19%
$11.7K - $12.9K
11.5K $1.4M
May 09, 2023 Q1 2023
Mangham Associates,Llc

Charlottesville, VA
BUY
 -
132
+ 0.07%
$11.4K - $12.5K
202K $24.5M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
131
+ 170.13%
$11.3K - $12.4K
208 $25.2K
May 11, 2023 Q1 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
124
+ 0.32%
$10.7K - $11.7K
39.2K $4.76M
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
117
+ 0.73%
$10.1K - $11.1K
16.2K $1.96M
Apr 21, 2023 Q1 2023
Monument Capital Management

BUY
 -
116
+ 2.27%
$10K - $11K
5.23K $634K
Apr 21, 2023 Q1 2023
Index Fund Advisors, Inc.

BUY
 -
113
+ 1.3%
$9.75K - $10.7K
8.78K $1.06M
May 09, 2023 Q1 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
110
New
$9.49K - $10.4K
110 $13.3K
May 05, 2023 Q1 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
105
+ 0.86%
$9.06K - $9.93K
12.3K $1.49M

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