Purchases and Sales Made in Q3 2022 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-969- 2.35% |
$76.4K - $91.6K
|
40.2K
$4.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-987- 8.02% |
$77.9K - $93.3K
|
11.3K
$1.37M
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 21.51% |
$78.9K - $94.5K
|
3.65K
$443K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 4.6% |
$81.8K - $98K
|
21.5K
$2.61M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.04K- 6.43% |
$82.4K - $98.6K
|
15.2K
$1.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.06K- 0.76% |
$83.2K - $99.7K
|
137K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.11K- 9.62% |
$87.2K - $104K
|
10.4K
$1.26M
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.12K- 18.44% |
$88.5K - $106K
|
4.96K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.13K- 0.68% |
$89.1K - $107K
|
165K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.14K- 16.22% |
$89.7K - $107K
|
5.88K
$713K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
SELL
|
- |
-1.2K- 2.98% |
$94.3K - $113K
|
38.9K
$4.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 9.75% |
$94.4K - $113K
|
11.1K
$1.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.26K- 5.62% |
$99.2K - $119K
|
21.1K
$2.56M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.28K- 19.61% |
$101K - $120K
|
5.23K
$634K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.28K- 1.76% |
$101K - $121K
|
71.6K
$8.69M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 13.98% |
$106K - $127K
|
8.28K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.37K- 1.78% |
$108K - $130K
|
75.7K
$9.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.39K- 73.25% |
$110K - $131K
|
508
$61.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 14.87% |
$110K - $132K
|
7.98K
$968K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.49K- 55.32% |
$117K - $140K
|
1.2K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.49K- 16.84% |
$118K - $141K
|
7.37K
$894K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1.52K- 80.67% |
$120K - $143K
|
363
$44.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.6K- 16.48% |
$126K - $151K
|
8.09K
$981K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.65K- 35.31% |
$130K - $156K
|
3.02K
$367K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.69K- 37.81% |
$133K - $160K
|
2.78K
$337K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.69K- 1.64% |
$133K - $160K
|
101K
$12.3M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 14.53% |
$135K - $162K
|
10.1K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.72K- 0.78% |
$136K - $163K
|
218K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-1.78K- 4.13% |
$141K - $168K
|
41.3K
$5.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.84K- 19.46% |
$145K - $174K
|
7.63K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.9K- 11.59% |
$150K - $179K
|
14.5K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.94K- 7.31% |
$153K - $183K
|
24.6K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.94K- 7.76% |
$153K - $183K
|
23K
$2.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.01K- 16.82% |
$158K - $190K
|
9.94K
$1.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.07K- 7.93% |
$163K - $195K
|
24K
$2.91M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.22K- 14.51% |
$175K - $210K
|
13.1K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.25K- 91.39% |
$178K - $213K
|
212
$25.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.27K- 90.08% |
$179K - $214K
|
250
$30.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
SELL
|
- |
-2.48K- 8.56% |
$196K - $234K
|
26.5K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.59K- 4.66% |
$205K - $245K
|
53.1K
$6.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.81K- 0.75% |
$221K - $265K
|
374K
$45.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.89K- 4.9% |
$228K - $273K
|
56.1K
$6.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.94K- 49.45% |
$232K - $278K
|
3K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.95K- 7.63% |
$233K - $279K
|
35.7K
$4.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.99K- 4.84% |
$236K - $282K
|
58.7K
$7.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.11K- 46.76% |
$245K - $293K
|
3.54K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.22K- 16.79% |
$254K - $305K
|
16K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.43K- 42.89% |
$270K - $324K
|
4.56K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.54K- 3.27% |
$280K - $335K
|
105K
$12.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.74K- 17.19% |
$295K - $353K
|
18K
$2.19M
|