Purchases and Sales Made in Q4 2021 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
79+ 2.08% |
$8.01K - $8.63K
|
3.87K
$472K
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
77+ 78.57% |
$7.81K - $8.41K
|
175
$21.3K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
72+ 3.06% |
$7.3K - $7.86K
|
2.43K
$296K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
72+ 2.35% |
$7.3K - $7.86K
|
3.13K
$382K
|
|
Feb 01, 2022
Q4 2021
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
70+ 3.51% |
$7.1K - $7.65K
|
2.06K
$251K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66+ 7.62% |
$6.7K - $7.21K
|
932
$114K
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
66New |
$6.7K - $7.21K
|
66
$8.05K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
61+ 0.84% |
$6.19K - $6.66K
|
7.28K
$888K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
61+ 2.15% |
$6.19K - $6.66K
|
2.9K
$353K
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.74% |
$5.99K - $6.44K
|
8.03K
$979K
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
58+ 1.64% |
$5.88K - $6.34K
|
3.59K
$437K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55+ 1.28% |
$5.58K - $6.01K
|
4.35K
$531K
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
54+ 0.09% |
$5.48K - $5.9K
|
57.2K
$6.97M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53+ 29.61% |
$5.38K - $5.79K
|
232
$28.3K
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
52+ 0.72% |
$5.28K - $5.68K
|
7.28K
$887K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
49+ 0.74% |
$4.97K - $5.35K
|
6.69K
$815K
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
44+ 1.27% |
$4.46K - $4.81K
|
3.52K
$429K
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
42+ 0.97% |
$4.26K - $4.59K
|
4.37K
$532K
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
40+ 38.46% |
$4.06K - $4.37K
|
144
$17.6K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40New |
$4.06K - $4.37K
|
40
$4.88K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
39+ 0.13% |
$3.96K - $4.26K
|
28.9K
$3.53M
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
38+ 1.12% |
$3.86K - $4.15K
|
3.42K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
38New |
$3.86K - $4.15K
|
38
$4.63K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36+ 0.49% |
$3.65K - $3.93K
|
7.41K
$904K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
34+ 0.36% |
$3.45K - $3.71K
|
9.59K
$1.17M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
32+ 0.51% |
$3.25K - $3.5K
|
6.28K
$765K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
31+ 0.58% |
$3.14K - $3.39K
|
5.42K
$661K
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
31+ 0.49% |
$3.14K - $3.39K
|
6.33K
$772K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.62% |
$3.04K - $3.28K
|
4.91K
$598K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 9.9% |
$3.04K - $3.28K
|
333
$40.6K
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
28New |
$2.84K - $3.06K
|
28
$3.41K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
26+ 17.93% |
$2.64K - $2.84K
|
171
$20.8K
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
25+ 0.56% |
$2.54K - $2.73K
|
4.5K
$549K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25New |
$2.54K - $2.73K
|
25
$3.05K
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
24+ 1.17% |
$2.43K - $2.62K
|
2.07K
$252K
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
23New |
$2.33K - $2.51K
|
23
$2.8K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 14.48% |
$2.13K - $2.29K
|
166
$20.2K
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
20+ 0.52% |
$2.03K - $2.18K
|
3.89K
$474K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$1.93K - $2.08K
|
19
$2.32K
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
18+ 0.74% |
$1.83K - $1.97K
|
2.44K
$298K
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
16+ 0.51% |
$1.62K - $1.75K
|
3.18K
$387K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15+ 0.48% |
$1.52K - $1.64K
|
3.14K
$382K
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.71% |
$1.42K - $1.53K
|
1.98K
$242K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
14+ 0.01% |
$1.42K - $1.53K
|
140K
$17.1M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12+ 0.18% |
$1.22K - $1.31K
|
6.69K
$816K
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
12+ 2.8% |
$1.22K - $1.31K
|
441
$53.8K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.73% |
$1.12K - $1.2K
|
1.52K
$186K
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
10+ 0.26% |
$1.01K - $1.09K
|
3.85K
$470K
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
10+ 0.44% |
$1.01K - $1.09K
|
2.28K
$277K
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 0.22% |
$913 - $983
|
4.08K
$497K
|