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
Apr 26, 2023 Q1 2023
Fiera Capital Corp

Montreal, A8
SELL
 -
-42
- 0.53%
$3.62K - $3.97K
7.94K $963K
Jun 06, 2023 Q1 2023
Lumbard & Kellner, LLC

Hollis, NH
SELL
 -
-45
- 0.65%
$3.88K - $4.25K
6.9K $837K
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-48
- 37.5%
$4.14K - $4.54K
80 $9.71K
Aug 11, 2023 Q1 2023
Rs Crum Inc.

SELL
 -
-50
- 1.51%
$4.31K - $4.73K
3.25K $395K
May 02, 2023 Q1 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-54
- 0.37%
$4.66K - $5.11K
14.4K $1.75M
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

SELL
 -
-55
- 1.5%
$4.74K - $5.2K
3.61K $438K
Apr 04, 2023 Q1 2023
Boston Standard Wealth Management, LLC

SELL
 -
-56
- 1.94%
$4.83K - $5.29K
2.83K $343K
May 01, 2023 Q1 2023
Family Firm, Inc.

SELL
 -
-57
- 0.95%
$4.92K - $5.39K
5.92K $718K
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

SELL
 -
-59
- 0.13%
$5.09K - $5.58K
45.8K $5.56M
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-65
- 1.18%
$5.61K - $6.15K
5.45K $662K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-75
- 10.55%
$6.47K - $7.09K
636 $77.2K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-75
- 0.89%
$6.47K - $7.09K
8.4K $1.02M
May 12, 2023 Q1 2023
Main Management LLC

San Francisco, CA
SELL
 -
-82
- 2.34%
$7.07K - $7.75K
3.42K $414K
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

SELL
 -
-85
- 2.97%
$7.33K - $8.04K
2.78K $337K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
SELL
 -
-86
- 1.08%
$7.42K - $8.13K
7.85K $952K
May 09, 2023 Q1 2023
American Money Management, LLC

SELL
 -
-90
- 1.54%
$7.76K - $8.51K
5.74K $697K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-91
Closed
$7.85K - $8.6K
0 $0
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-109
- 1.14%
$9.4K - $10.3K
9.49K $1.15M
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-113
- 1.06%
$9.75K - $10.7K
10.6K $1.29M
May 12, 2023 Q1 2023
Knightsbridge Asset Management, LLC

Newport Beach, CA
SELL
 -
-114
- 3.95%
$9.83K - $10.8K
2.77K $336K
May 03, 2023 Q1 2023
Redmond Asset Management, LLC

Henrico, VA
SELL
 -
-118
- 1.52%
$10.2K - $11.2K
7.66K $930K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-125
- 3.4%
$10.8K - $11.8K
3.55K $431K
May 03, 2023 Q1 2023
Moseley Investment Management Inc

SELL
 -
-151
- 2.83%
$13K - $14.3K
5.19K $630K
Apr 07, 2023 Q1 2023
Divergent Planning, LLC

SELL
 -
-152
- 2.53%
$13.1K - $14.4K
5.85K $710K
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

SELL
 -
-153
- 1.21%
$13.2K - $14.5K
12.5K $1.52M
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

SELL
 -
-159
- 1.97%
$13.7K - $15K
7.89K $958K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
SELL
 -
-159
- 9.96%
$13.7K - $15K
1.44K $174K
May 10, 2023 Q1 2023
N.E.W. Advisory Services LLC

SELL
 -
-173
- 5.3%
$14.9K - $16.4K
3.09K $375K
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-189
Closed
$16.3K - $17.9K
0 $0
May 12, 2023 Q1 2023
Retirement Group, LLC

SELL
 -
-200
- 7.94%
$17.2K - $18.9K
2.32K $282K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-200
- 0.48%
$17.2K - $18.9K
41.7K $5.06M
Apr 20, 2023 Q1 2023
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-205
- 6.03%
$17.7K - $19.4K
3.2K $388K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-213
- 6.2%
$18.4K - $20.1K
3.22K $391K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-218
- 90.83%
$18.8K - $20.6K
22 $2.67K
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
SELL
 -
-221
- 1.24%
$19.1K - $20.9K
17.7K $2.14M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-231
- 1.29%
$19.9K - $21.8K
17.7K $2.14M
May 08, 2023 Q1 2023
First Pacific Advisors, LP

Los Angeles, CA
SELL
 -
-250
- 2.34%
$21.6K - $23.6K
10.5K $1.27M
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-250
- 5.04%
$21.6K - $23.6K
4.71K $572K
Apr 14, 2023 Q1 2023
Ade, LLC

SELL
 -
-262
- 3.24%
$22.6K - $24.8K
7.82K $949K
Apr 25, 2023 Q1 2023
4 Thought Financial Group Inc.

SELL
 -
-275
- 21.5%
$23.7K - $26K
1K $122K
Apr 07, 2023 Q1 2023
Diversified Trust CO

SELL
 -
-276
- 2.48%
$23.8K - $26.1K
10.8K $1.32M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

SELL
 -
-277
- 26.97%
$23.9K - $26.2K
750 $91K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

SELL
 -
-304
- 0.93%
$26.2K - $28.7K
32.3K $3.92M
Apr 12, 2023 Q1 2023
Brand Asset Management Group, Inc.

SELL
 -
-305
- 2.78%
$26.3K - $28.8K
10.7K $1.29M
Apr 17, 2023 Q1 2023
Ameliora Wealth Management Ltd.

Zurich, V8
SELL
 -
-309
- 0.25%
$26.6K - $29.2K
121K $14.7M
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

SELL
 -
-320
- 8.53%
$27.6K - $30.3K
3.43K $416K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-329
- 5.95%
$28.4K - $31.1K
5.2K $631K
May 12, 2023 Q1 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-330
- 57.39%
$28.5K - $31.2K
245 $29.7K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-330
- 10.83%
$28.5K - $31.2K
2.72K $330K

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