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 |
---|---|---|---|---|---|---|---|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
539+ 6.94% |
$42.5K - $50.9K
|
8.31K
$1.01M
|
|
Nov 01, 2022
Q3 2022
|
Drystone LLC
|
BUY
|
- |
512+ 7.62% |
$40.4K - $48.4K
|
7.23K
$878K
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
503+ 13.02% |
$39.7K - $47.5K
|
4.37K
$530K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
503+ 12.3% |
$39.7K - $47.5K
|
4.59K
$557K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
498+ 2.19% |
$39.3K - $47.1K
|
23.2K
$2.81M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
497+ 0.96% |
$39.2K - $47K
|
52.3K
$6.35M
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
490+ 7.32% |
$38.7K - $46.3K
|
7.19K
$872K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
469+ 5.83% |
$37K - $44.3K
|
8.51K
$1.03M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
460New |
$36.3K - $43.5K
|
460
$55.8K
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
457New |
$36K - $43.2K
|
457
$55.5K
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
441+ 12.58% |
$34.8K - $41.7K
|
3.95K
$479K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
416+ 2.95% |
$32.8K - $39.3K
|
14.5K
$1.76M
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
404+ 12.18% |
$31.9K - $38.2K
|
3.72K
$451K
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
391+ 1.68% |
$30.8K - $36.9K
|
23.7K
$2.87M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
389+ 17.36% |
$30.7K - $36.8K
|
2.63K
$319K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
387+ 1.33% |
$30.5K - $36.6K
|
29.5K
$3.58M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
379+ 17.42% |
$29.9K - $35.8K
|
2.56K
$310K
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
BUY
|
- |
346+ 4.45% |
$27.3K - $32.7K
|
8.11K
$985K
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
339+ 9.16% |
$26.7K - $32K
|
4.04K
$490K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
336+ 622.22% |
$26.5K - $31.7K
|
390
$47.3K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
302+ 10.48% |
$23.8K - $28.5K
|
3.19K
$386K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
295New |
$23.3K - $27.9K
|
295
$35.8K
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
274+ 10.58% |
$21.6K - $25.9K
|
2.87K
$348K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
272+ 5.51% |
$21.5K - $25.7K
|
5.21K
$632K
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
263+ 5.09% |
$20.7K - $24.8K
|
5.43K
$659K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
261+ 145.81% |
$20.6K - $24.7K
|
440
$53.4K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
259+ 0.69% |
$20.4K - $24.5K
|
37.8K
$4.58M
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
257+ 2.24% |
$20.3K - $24.3K
|
11.7K
$1.42M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
252+ 6.89% |
$19.9K - $23.8K
|
3.91K
$475K
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
243+ 5.39% |
$19.2K - $23K
|
4.75K
$577K
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
241+ 0.93% |
$19K - $22.8K
|
26.1K
$3.16M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
235+ 0.46% |
$18.5K - $22.2K
|
51.1K
$6.2M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
231+ 6.0% |
$18.2K - $21.8K
|
4.08K
$495K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
222+ 21.1% |
$17.5K - $21K
|
1.27K
$155K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
218+ 5.92% |
$17.2K - $20.6K
|
3.9K
$473K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
217New |
$17.1K - $20.5K
|
217
$26.3K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
200+ 2.62% |
$15.8K - $18.9K
|
7.83K
$950K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
198+ 7.33% |
$15.6K - $18.7K
|
2.9K
$352K
|
|
Nov 01, 2022
Q3 2022
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
194+ 0.1% |
$15.3K - $18.3K
|
202K
$24.5M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
193+ 2.4% |
$15.2K - $18.2K
|
8.22K
$998K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
193+ 2.4% |
$15.2K - $18.2K
|
8.22K
$998K
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
192+ 0.86% |
$15.1K - $18.1K
|
22.6K
$2.75M
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
BUY
|
- |
189+ 2.4% |
$14.9K - $17.9K
|
8.06K
$978K
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
185+ 5.12% |
$14.6K - $17.5K
|
3.8K
$461K
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
184+ 0.48% |
$14.5K - $17.4K
|
38.8K
$4.71M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
178+ 4.82% |
$14K - $16.8K
|
3.87K
$470K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
175+ 100.0% |
$13.8K - $16.5K
|
350
$42.5K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
171+ 0.99% |
$13.5K - $16.2K
|
17.5K
$2.13M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
169+ 46.3% |
$13.3K - $16K
|
534
$64.8K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
164New |
$12.9K - $15.5K
|
164
$19.9K
|