Purchases and Sales Made in Q4 2021 in Vanguard Total World Stk Index (VT)
This table provides information about the institutional ownership of Vanguard Total World Stk Index (VT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
10.2K+ 487.67% |
$1.03M - $1.11M
|
12.2K
$1.49M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 224.27% |
$1.02M - $1.1M
|
14.6K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.1K+ 52894.74% |
$1.02M - $1.1M
|
10.1K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
9.99K+ 6.22% |
$1.01M - $1.09M
|
171K
$20.8M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
9.66K+ 25.55% |
$979K - $1.05M
|
47.4K
$5.78M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.4K+ 180.87% |
$953K - $1.03M
|
14.6K
$1.78M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.36KNew |
$950K - $1.02M
|
9.36K
$1.14M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
9.32K+ 21.02% |
$946K - $1.02M
|
53.7K
$6.54M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
9.25K+ 51.44% |
$938K - $1.01M
|
27.2K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
9.14KNew |
$927K - $998K
|
9.14K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.05KNew |
$918K - $989K
|
9.05K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.99K+ 151.83% |
$912K - $982K
|
14.9K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
8.84KNew |
$897K - $966K
|
8.84K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.55KNew |
$868K - $934K
|
8.55K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.46KNew |
$858K - $924K
|
8.46K
$1.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
8.44KNew |
$857K - $922K
|
8.44K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Drystone LLC
|
BUY
|
- |
8.26KNew |
$838K - $902K
|
8.26K
$1.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.06K+ 242.29% |
$817K - $880K
|
11.4K
$1.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.86K+ 71.27% |
$797K - $858K
|
18.9K
$2.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.81K+ 25.06% |
$792K - $853K
|
39K
$4.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.2KNew |
$730K - $786K
|
7.2K
$877K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.74KNew |
$684K - $737K
|
6.74K
$822K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.53KNew |
$662K - $713K
|
6.53K
$796K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.39KNew |
$648K - $698K
|
6.39K
$779K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.32K+ 71.19% |
$641K - $690K
|
15.2K
$1.85M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.26KNew |
$635K - $683K
|
6.26K
$763K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.24K+ 16.18% |
$633K - $682K
|
44.8K
$5.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
6.17KNew |
$626K - $674K
|
6.17K
$752K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.89K+ 9.54% |
$597K - $643K
|
67.5K
$8.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.71K+ 32.68% |
$579K - $624K
|
23.2K
$2.83M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5.64K+ 137.77% |
$572K - $616K
|
9.74K
$1.19M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5.64KNew |
$572K - $616K
|
5.64K
$687K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
5.41K+ 0.94% |
$548K - $590K
|
583K
$71.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.34KNew |
$541K - $583K
|
5.34K
$651K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.33K+ 154.36% |
$541K - $582K
|
8.78K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.21KNew |
$529K - $569K
|
5.21K
$635K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.19KNew |
$526K - $566K
|
5.19K
$632K
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.99KNew |
$506K - $545K
|
4.99K
$608K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
4.84KNew |
$491K - $528K
|
4.84K
$590K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.77K+ 9.22% |
$484K - $521K
|
56.5K
$6.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 137.32% |
$482K - $519K
|
8.2K
$1M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
4.72K+ 183.51% |
$479K - $515K
|
7.29K
$889K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.69K+ 195.79% |
$476K - $513K
|
7.09K
$864K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
4.56K+ 18.15% |
$463K - $498K
|
29.7K
$3.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.53K+ 1.76% |
$459K - $495K
|
262K
$32M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.45KNew |
$452K - $486K
|
4.45K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
4.39K+ 2.0% |
$445K - $479K
|
223K
$27.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.31K+ 1.54% |
$438K - $471K
|
284K
$34.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
4.3KNew |
$436K - $469K
|
4.3K
$524K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
4.22KNew |
$428K - $461K
|
4.22K
$514K
|