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
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-3.78K- 76.06% |
$298K - $357K
|
1.19K
$144K
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3.84K- 12.97% |
$303K - $363K
|
25.8K
$3.13M
|
|
Oct 11, 2022
Q3 2022
|
New Capital Management LP
|
SELL
|
- |
-3.94K- 25.65% |
$311K - $373K
|
11.4K
$1.39M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.12K- 17.59% |
$325K - $389K
|
19.3K
$2.34M
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.14K- 2.74% |
$327K - $391K
|
147K
$17.8M
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.21K- 2.79% |
$332K - $398K
|
147K
$17.8M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.28K- 24.92% |
$337K - $404K
|
12.9K
$1.56M
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-4.42K- 25.7% |
$349K - $418K
|
12.8K
$1.55M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.85K- 87.95% |
$382K - $458K
|
664
$80.6K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.15K- 34.82% |
$406K - $486K
|
9.63K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.27K- 10.55% |
$415K - $497K
|
44.6K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.51K- 52.18% |
$434K - $520K
|
5.05K
$612K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.53K- 8.26% |
$436K - $522K
|
61.4K
$7.45M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.74K- 20.51% |
$453K - $542K
|
22.2K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-5.91K- 54.91% |
$466K - $559K
|
4.85K
$589K
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-5.93K- 10.1% |
$468K - $560K
|
52.8K
$6.4M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.49K- 58.43% |
$512K - $613K
|
4.62K
$560K
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-6.6K- 7.21% |
$520K - $623K
|
84.9K
$10.3M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-7.47K- 17.61% |
$590K - $706K
|
35K
$4.24M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-8.17K- 27.29% |
$644K - $772K
|
21.8K
$2.64M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.54K- 2.06% |
$673K - $806K
|
405K
$49.2M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.54K- 2.06% |
$673K - $806K
|
405K
$49.2M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.19K- 22.29% |
$725K - $868K
|
32K
$3.89M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-9.21K- 2.86% |
$727K - $870K
|
313K
$38M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9.22K- 40.65% |
$727K - $871K
|
13.5K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-9.67K- 4.1% |
$763K - $914K
|
226K
$27.5M
|
|
Nov 14, 2022
Q3 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-10.1K- 22.78% |
$800K - $958K
|
34.4K
$4.17M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 91.96% |
$902K - $1.08M
|
1K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.4K- 3.75% |
$1.06M - $1.27M
|
345K
$41.8M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-13.5K- 7.46% |
$1.07M - $1.28M
|
168K
$20.3M
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-14.1K- 3.67% |
$1.11M - $1.34M
|
371K
$45M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-16.7K- 62.96% |
$1.32M - $1.58M
|
9.85K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-18.7K- 61.41% |
$1.48M - $1.77M
|
11.8K
$1.43M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-20.7K- 10.16% |
$1.63M - $1.96M
|
183K
$22.2M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 3.89% |
$1.78M - $2.13M
|
556K
$67.5M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-23.2K- 11.01% |
$1.83M - $2.19M
|
188K
$22.8M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23.8K- 88.68% |
$1.88M - $2.25M
|
3.04K
$369K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.2K- 10.03% |
$1.91M - $2.29M
|
217K
$26.4M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-27.8K- 82.39% |
$2.19M - $2.63M
|
5.94K
$721K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.1K- 10.27% |
$2.22M - $2.66M
|
246K
$29.8M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-32KClosed |
$2.52M - $3.02M
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.7K- 14.57% |
$2.66M - $3.18M
|
197K
$24M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-34.1K- 24.47% |
$2.69M - $3.22M
|
105K
$12.8M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-34.4K- 35.21% |
$2.71M - $3.25M
|
63.3K
$7.68M
|
|
Oct 26, 2022
Q3 2022
|
Wind River Trust CO
|
SELL
|
- |
-36.4K- 6.43% |
$2.87M - $3.44M
|
529K
$64.3M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.6K- 48.81% |
$3.2M - $3.84M
|
42.6K
$5.17M
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-48.1K- 28.94% |
$3.79M - $4.54M
|
118K
$14.3M
|
|
Oct 25, 2022
Q3 2022
|
Newman & Schimel, LLC
|
SELL
|
- |
-48.1K- 26.88% |
$3.79M - $4.55M
|
131K
$15.9M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-50.9K- 46.38% |
$4.01M - $4.81M
|
58.8K
$7.14M
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-51.2K- 75.09% |
$4.04M - $4.84M
|
17K
$2.06M
|