Purchases and Sales Made in Q3 2022 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 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 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
1.42K
+ 13.99%
$112K - $134K
11.6K $1.4M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
1.37K
New
$108K - $129K
1.37K $166K
Oct 26, 2022 Q3 2022
Northstar Group, Inc.

BUY
 -
1.33K
+ 3.6%
$105K - $126K
38.4K $4.66M
Oct 24, 2022 Q3 2022
First Ascent Asset Management, LLC

BUY
 -
1.31K
+ 2.82%
$103K - $124K
47.8K $5.8M
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.27K
+ 13.86%
$99.9K - $120K
10.4K $1.26M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.26K
+ 3.86%
$99K - $119K
33.8K $4.1M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.25K
+ 0.25%
$98.4K - $118K
501K $60.8M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
1.24K
+ 7.45%
$97.7K - $117K
17.9K $2.17M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
1.21K
+ 5.36%
$95.3K - $114K
23.8K $2.88M
Nov 07, 2022 Q3 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
1.17K
+ 8.57%
$92.4K - $111K
14.8K $1.8M
Oct 27, 2022 Q3 2022
Affiance Financial, LLC

BUY
 -
1.13K
+ 5.52%
$89.4K - $107K
21.6K $2.63M
Nov 14, 2022 Q3 2022
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
1.11K
+ 708.33%
$87.2K - $104K
1.26K $153K
Oct 27, 2022 Q3 2022
Gitterman Wealth Management, LLC

BUY
 -
1.09K
+ 24.87%
$85.7K - $103K
5.46K $662K
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
1.01K
+ 7.55%
$79.4K - $95K
14.3K $1.74M
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
992
+ 16.48%
$78.2K - $93.7K
7.01K $851K
Oct 18, 2022 Q3 2022
Newton One Investments LLC

BUY
 -
952
+ 1.16%
$75.1K - $89.9K
82.7K $10M
Oct 28, 2022 Q3 2022
Bridgewater Advisors Inc.

BUY
 -
929
+ 3.04%
$73.3K - $87.8K
31.5K $3.82M
Nov 14, 2022 Q3 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
901
+ 17.88%
$71.1K - $85.1K
5.94K $721K
Oct 26, 2022 Q3 2022
Schrum Private Wealth Management LLC

BUY
 -
880
+ 11.97%
$69.4K - $83.1K
8.23K $999K
Oct 17, 2022 Q3 2022
Leavell Investment Management, Inc.

BUY
 -
877
+ 4.14%
$69.2K - $82.9K
22.1K $2.68M
Nov 01, 2022 Q3 2022
Brickley Wealth Management

BUY
 -
867
+ 18.8%
$68.4K - $81.9K
5.48K $665K
Nov 02, 2022 Q3 2022
Valmark Advisers, Inc.

BUY
 -
841
+ 10.53%
$66.3K - $79.5K
8.83K $1.07M
Nov 01, 2022 Q3 2022
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
819
+ 2.27%
$64.6K - $77.4K
36.9K $4.48M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
812
New
$64.1K - $76.7K
812 $98.5K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
802
New
$63.3K - $75.8K
802 $97.3K
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
800
+ 2.91%
$63.1K - $75.6K
28.3K $3.43M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
793
+ 4.22%
$62.6K - $74.9K
19.6K $2.38M
Nov 10, 2022 Q3 2022
Sweet Financial Partners, LLC

BUY
 -
786
+ 3.08%
$62K - $74.3K
26.3K $3.2M
Oct 14, 2022 Q3 2022
Diversified Trust CO

BUY
 -
782
+ 7.1%
$61.7K - $73.9K
11.8K $1.43M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
776
+ 13.9%
$61.2K - $73.3K
6.36K $772K
Aug 14, 2024 Q3 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
769
+ 3.87%
$60.7K - $72.7K
20.6K $2.5M
Nov 14, 2022 Q3 2022
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
769
+ 26.95%
$60.7K - $72.7K
3.62K $440K
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
764
+ 2.95%
$60.3K - $72.2K
26.7K $3.24M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
750
New
$59.2K - $70.9K
750 $91K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
729
+ 10.08%
$57.5K - $68.9K
7.96K $966K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
723
New
$57K - $68.3K
723 $87.7K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
700
New
$55.2K - $66.1K
700 $84.9K
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
693
New
$54.7K - $65.5K
693 $84.1K
Nov 14, 2022 Q3 2022
Baker Avenue Asset Management, LP

BUY
 -
679
+ 6.27%
$53.6K - $64.2K
11.5K $1.4M
Nov 14, 2022 Q3 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
659
+ 0.97%
$52K - $62.3K
68.7K $8.34M
Oct 18, 2022 Q3 2022
Kathleen S. Wright Associates Inc.

BUY
 -
637
+ 9.63%
$50.2K - $60.2K
7.25K $880K
Oct 21, 2022 Q3 2022
Lutz Financial Services LLC

BUY
 -
594
+ 10.97%
$46.9K - $56.1K
6.01K $729K
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
583
+ 5.99%
$46K - $55.1K
10.3K $1.25M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
581
+ 21.46%
$45.8K - $54.9K
3.29K $399K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
576
+ 8.07%
$45.4K - $54.4K
7.71K $936K
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
565
+ 1.11%
$44.6K - $53.4K
51.5K $6.25M
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
562
+ 6.55%
$44.3K - $53.1K
9.14K $1.11M
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
557
+ 0.27%
$43.9K - $52.6K
205K $24.9M
Oct 13, 2022 Q3 2022
Ridgewood Investments LLC

BUY
 -
546
+ 1.7%
$43.1K - $51.6K
32.6K $3.96M

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