Purchases and Sales Made in Q1 2022 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.37KNew |
$222K - $256K
|
2.37K
$287K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.36K+ 8.87% |
$221K - $255K
|
28.9K
$3.51M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 28.18% |
$217K - $250K
|
10.5K
$1.28M
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
2.26K+ 40.54% |
$212K - $244K
|
7.84K
$952K
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.24KNew |
$210K - $242K
|
2.24K
$272K
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$210K - $242K
|
2.24K
$271K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
2.21KNew |
$207K - $239K
|
2.21K
$268K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.21KNew |
$207K - $238K
|
2.21K
$268K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.19KNew |
$205K - $237K
|
2.19K
$266K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.11K+ 17.82% |
$198K - $228K
|
14K
$1.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.07K+ 6.89% |
$194K - $224K
|
32.1K
$3.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
2.06KNew |
$193K - $223K
|
2.06K
$250K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.06K+ 7.51% |
$193K - $222K
|
29.4K
$3.57M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.02K+ 9.9% |
$189K - $218K
|
22.4K
$2.72M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2KNew |
$187K - $216K
|
2K
$242K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.97K+ 34.92% |
$185K - $213K
|
7.6K
$923K
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.92K+ 39.08% |
$180K - $207K
|
6.83K
$829K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.9K+ 6.94% |
$178K - $205K
|
29.2K
$3.55M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.84K+ 8.43% |
$172K - $199K
|
23.6K
$2.87M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1.8K+ 5.68% |
$169K - $195K
|
33.6K
$4.07M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
1.76K+ 5.58% |
$165K - $190K
|
33.2K
$4.03M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.63K+ 9.04% |
$153K - $177K
|
19.7K
$2.39M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 6.65% |
$151K - $174K
|
25.8K
$3.14M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1.6K+ 1.05% |
$150K - $173K
|
154K
$18.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.59K+ 20.21% |
$149K - $172K
|
9.46K
$1.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.49K+ 18.12% |
$140K - $161K
|
9.73K
$1.18M
|
|
|
May 05, 2022
Q1 2022
|
Northstar Group, Inc.
|
BUY
|
- |
1.48K+ 4.22% |
$139K - $160K
|
36.5K
$4.43M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 11.5% |
$139K - $160K
|
14.3K
$1.74M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 9.27% |
$136K - $157K
|
17.1K
$2.07M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.43K+ 9.67% |
$134K - $155K
|
16.2K
$1.97M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.43KNew |
$134K - $154K
|
1.43K
$173K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.43K+ 5.66% |
$134K - $154K
|
26.6K
$3.23M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.4K+ 40.14% |
$131K - $151K
|
4.89K
$593K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.39K+ 4.74% |
$131K - $151K
|
30.8K
$3.74M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 21.83% |
$129K - $148K
|
7.65K
$928K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 8.53% |
$124K - $143K
|
16.9K
$2.05M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.22K+ 19.56% |
$115K - $132K
|
7.48K
$908K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
1.22K+ 23.0% |
$115K - $132K
|
6.55K
$794K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.2K+ 17.98% |
$113K - $130K
|
7.89K
$957K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.15K+ 21.59% |
$108K - $125K
|
6.49K
$787K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.15K+ 6.41% |
$108K - $125K
|
19.1K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.1KNew |
$103K - $119K
|
1.1K
$133K
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
BUY
|
- |
1.08K+ 1.38% |
$101K - $117K
|
79.1K
$9.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.07K+ 8.83% |
$101K - $116K
|
13.2K
$1.61M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 31.82% |
$96.8K - $112K
|
4.28K
$519K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.02K+ 18.91% |
$95.4K - $110K
|
6.4K
$776K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
1.01K+ 541.71% |
$95K - $109K
|
1.2K
$146K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
1K+ 4.55% |
$94.2K - $109K
|
23.1K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1K+ 15.56% |
$94K - $108K
|
7.44K
$903K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1KNew |
$93.8K - $108K
|
1K
$121K
|