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 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
606New |
$61.5K - $66.2K
|
606
$73.9K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
600New |
$60.9K - $65.5K
|
600
$73.1K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
589+ 15.98% |
$59.8K - $64.3K
|
4.28K
$521K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
582+ 0.38% |
$59K - $63.6K
|
153K
$18.6M
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
574+ 0.74% |
$58.2K - $62.7K
|
78K
$9.51M
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
561+ 7.46% |
$56.9K - $61.3K
|
8.08K
$985K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
558+ 11.28% |
$56.6K - $61K
|
5.5K
$671K
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
533+ 1.72% |
$54.1K - $58.2K
|
31.5K
$3.84M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
528+ 2.93% |
$53.6K - $57.7K
|
18.6K
$2.26M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
509+ 2.92% |
$51.6K - $55.6K
|
18K
$2.19M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
508New |
$51.5K - $55.5K
|
508
$61.9K
|
|
Feb 11, 2022
Q4 2021
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
500+ 0.63% |
$50.7K - $54.6K
|
79.9K
$9.74M
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
489+ 4.65% |
$49.6K - $53.4K
|
11K
$1.34M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
477+ 14.47% |
$48.4K - $52.1K
|
3.77K
$460K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
477+ 14.47% |
$48.4K - $52.1K
|
3.77K
$460K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
477New |
$48.4K - $52.1K
|
477
$58.1K
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
474+ 16.7% |
$48.1K - $51.8K
|
3.31K
$404K
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
455+ 0.76% |
$46.2K - $49.7K
|
60.4K
$7.36M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
455+ 7.87% |
$46.2K - $49.7K
|
6.24K
$760K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
454+ 11.42% |
$46.1K - $49.6K
|
4.43K
$540K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
450+ 4.97% |
$45.7K - $49.2K
|
9.51K
$1.16M
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
450+ 30.0% |
$45.7K - $49.2K
|
1.95K
$238K
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
434+ 5.61% |
$44K - $47.4K
|
8.17K
$996K
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
430+ 5.79% |
$43.6K - $47K
|
7.86K
$958K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
419+ 3.01% |
$42.5K - $45.8K
|
14.3K
$1.75M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
417+ 2.05% |
$42.3K - $45.5K
|
20.8K
$2.53M
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
406+ 16.66% |
$41.2K - $44.3K
|
2.84K
$347K
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
397+ 2.13% |
$40.3K - $43.4K
|
19K
$2.32M
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
377New |
$38.2K - $41.2K
|
377
$46K
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
370+ 5.55% |
$37.5K - $40.4K
|
7.03K
$857K
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
359New |
$36.4K - $39.2K
|
359
$43.8K
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
357+ 3.1% |
$36.2K - $39K
|
11.9K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
353+ 0.18% |
$35.8K - $38.6K
|
193K
$23.5M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
344+ 0.29% |
$34.9K - $37.6K
|
118K
$14.4M
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
340+ 6.25% |
$34.5K - $37.1K
|
5.78K
$704K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
338+ 9.57% |
$34.3K - $36.9K
|
3.87K
$472K
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
334+ 3.15% |
$33.9K - $36.5K
|
10.9K
$1.33M
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
327+ 8.33% |
$33.2K - $35.7K
|
4.25K
$518K
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
317+ 10.55% |
$32.2K - $34.6K
|
3.32K
$405K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
314+ 10.54% |
$31.9K - $34.3K
|
3.29K
$401K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
304New |
$30.8K - $33.2K
|
304
$37.1K
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
302+ 12.6% |
$30.6K - $33K
|
2.7K
$329K
|
|
Feb 10, 2022
Q4 2021
|
Mangham Associates,Llc
Charlottesville, VA |
BUY
|
- |
302+ 0.15% |
$30.6K - $33K
|
201K
$24.5M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
302+ 1.97% |
$30.6K - $33K
|
15.6K
$1.91M
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 7.31% |
$30.4K - $32.8K
|
4.41K
$537K
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
292+ 0.81% |
$29.6K - $31.9K
|
36.5K
$4.44M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
285+ 1.23% |
$28.9K - $31.1K
|
23.5K
$2.87M
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
285+ 6.98% |
$28.9K - $31.1K
|
4.37K
$533K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
277+ 8.98% |
$28.1K - $30.3K
|
3.36K
$410K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
270+ 60.0% |
$27.4K - $29.5K
|
720
$87.8K
|