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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
161+ 4.48% |
$12.7K - $15.2K
|
3.76K
$456K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
146+ 1.44% |
$11.5K - $13.8K
|
10.3K
$1.25M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
139+ 1.67% |
$11K - $13.1K
|
8.48K
$1.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
139+ 0.88% |
$11K - $13.1K
|
15.9K
$1.92M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
133+ 9.37% |
$10.5K - $12.6K
|
1.55K
$188K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
132+ 1.39% |
$10.4K - $12.5K
|
9.65K
$1.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
122+ 3.45% |
$9.62K - $11.5K
|
3.66K
$444K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
121New |
$9.54K - $11.4K
|
121
$14.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
120+ 1.58% |
$9.47K - $11.3K
|
7.72K
$937K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
115+ 8.32% |
$9.07K - $10.9K
|
1.5K
$182K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
106+ 3.02% |
$8.36K - $10K
|
3.62K
$439K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
104+ 59.77% |
$8.2K - $9.83K
|
278
$33.7K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
104+ 1.55% |
$8.2K - $9.83K
|
6.8K
$825K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
102New |
$8.05K - $9.64K
|
102
$12.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
101+ 0.14% |
$7.97K - $9.54K
|
73.4K
$8.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
97+ 8.03% |
$7.65K - $9.16K
|
1.31K
$158K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
95+ 2.04% |
$7.49K - $8.98K
|
4.76K
$577K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
90+ 0.87% |
$7.1K - $8.5K
|
10.5K
$1.27M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
90New |
$7.1K - $8.5K
|
90
$10.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.73% |
$7.02K - $8.41K
|
12.3K
$1.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
88+ 0.29% |
$6.94K - $8.31K
|
30K
$3.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
85+ 3.03% |
$6.7K - $8.03K
|
2.89K
$350K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
82+ 0.74% |
$6.47K - $7.75K
|
11.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
75+ 26.32% |
$5.92K - $7.09K
|
360
$43.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
71+ 273.08% |
$5.6K - $6.71K
|
97
$11.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
69+ 0.49% |
$5.44K - $6.52K
|
14.1K
$1.72M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
66+ 1.98% |
$5.21K - $6.24K
|
3.4K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65+ 1.02% |
$5.13K - $6.14K
|
6.41K
$778K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
52+ 0.69% |
$4.1K - $4.91K
|
7.63K
$926K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
52+ 0.67% |
$4.1K - $4.91K
|
7.82K
$948K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
52+ 1.26% |
$4.1K - $4.91K
|
4.19K
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.58% |
$4.02K - $4.82K
|
3.28K
$398K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
51+ 2.03% |
$4.02K - $4.82K
|
2.57K
$312K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
47New |
$3.71K - $4.44K
|
47
$5.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
45+ 1.55% |
$3.55K - $4.25K
|
2.95K
$358K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
44+ 0.46% |
$3.47K - $4.16K
|
9.64K
$1.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
43+ 1.61% |
$3.39K - $4.06K
|
2.72K
$330K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 1.07% |
$3.31K - $3.97K
|
3.96K
$481K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
37+ 0.31% |
$2.92K - $3.5K
|
11.9K
$1.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
37+ 740.0% |
$2.92K - $3.5K
|
42
$5.1K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
34+ 0.5% |
$2.68K - $3.21K
|
6.82K
$827K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.34% |
$2.68K - $3.21K
|
9.9K
$1.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33+ 25.98% |
$2.6K - $3.12K
|
160
$19.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.48% |
$2.45K - $2.93K
|
6.51K
$790K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
30+ 0.23% |
$2.37K - $2.83K
|
13K
$1.58M
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28+ 0.18% |
$2.21K - $2.65K
|
15.4K
$1.86M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
28+ 0.08% |
$2.21K - $2.65K
|
36.7K
$4.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
25+ 0.17% |
$1.97K - $2.36K
|
14.4K
$1.75M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
23+ 0.89% |
$1.81K - $2.17K
|
2.62K
$318K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
21New |
$1.66K - $1.98K
|
21
$2.55K
|