Purchases and Sales Made in Q1 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.67KNew |
$454K - $466K
|
7.67K
$446K
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
7.65K+ 16.41% |
$453K - $465K
|
54.3K
$3.16M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.32K+ 85.73% |
$433K - $445K
|
15.9K
$922K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7.11K+ 26.78% |
$421K - $432K
|
33.6K
$1.96M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.03K+ 40.14% |
$416K - $428K
|
24.6K
$1.43M
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.97K+ 17.49% |
$412K - $424K
|
46.8K
$2.72M
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.96KNew |
$412K - $423K
|
6.96K
$405K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6.73K+ 20.83% |
$398K - $409K
|
39K
$2.27M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.72KNew |
$398K - $409K
|
6.72K
$391K
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
6.66KNew |
$394K - $405K
|
6.66K
$387K
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6.6KNew |
$390K - $401K
|
6.6K
$384K
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.55KNew |
$387K - $398K
|
6.55K
$381K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.49K+ 4.82% |
$384K - $394K
|
141K
$8.2M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
6.33K+ 3.36% |
$375K - $385K
|
195K
$11.3M
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.32K+ 4.67% |
$374K - $384K
|
142K
$8.24M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
6.04KNew |
$358K - $367K
|
6.04K
$351K
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
5.83KNew |
$345K - $354K
|
5.83K
$339K
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
5.64K+ 54.67% |
$334K - $343K
|
16K
$928K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.55K+ 50.55% |
$328K - $337K
|
16.5K
$960K
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.39KNew |
$319K - $328K
|
5.39K
$314K
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.35KNew |
$317K - $325K
|
5.35K
$311K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.25K+ 12.29% |
$311K - $319K
|
47.9K
$2.79M
|
|
Nov 14, 2024
Q1 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.08KNew |
$301K - $309K
|
5.08K
$295K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
5KNew |
$296K - $304K
|
5K
$291K
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.99K+ 8.14% |
$295K - $303K
|
66.3K
$3.85M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.87KNew |
$288K - $296K
|
4.87K
$283K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
4.81KNew |
$285K - $292K
|
4.81K
$280K
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
4.62K+ 3.16% |
$274K - $281K
|
151K
$8.77M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.61KNew |
$273K - $280K
|
4.61K
$268K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.51KNew |
$267K - $274K
|
4.51K
$262K
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.47KNew |
$265K - $272K
|
4.47K
$260K
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.46K+ 8.42% |
$264K - $271K
|
57.4K
$3.34M
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
4.4K+ 1.75% |
$260K - $267K
|
255K
$14.9M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.39KNew |
$260K - $267K
|
4.39K
$255K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.35K+ 92.04% |
$257K - $264K
|
9.07K
$528K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.35KNew |
$257K - $264K
|
4.35K
$253K
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
4.34K+ 7.12% |
$257K - $264K
|
65.2K
$3.79M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.26KNew |
$252K - $259K
|
4.26K
$248K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.07K+ 74.84% |
$241K - $247K
|
9.5K
$552K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4KNew |
$237K - $243K
|
4K
$233K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.85K+ 109.64% |
$228K - $234K
|
7.35K
$428K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.8K+ 97.19% |
$225K - $231K
|
7.72K
$449K
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.75K+ 11.32% |
$222K - $228K
|
36.8K
$2.14M
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.72KNew |
$220K - $226K
|
3.72K
$216K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.54K+ 57.04% |
$209K - $215K
|
9.74K
$566K
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.48K+ 0.47% |
$206K - $212K
|
739K
$43M
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.18K+ 14.47% |
$188K - $193K
|
25.2K
$1.46M
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
3.1K+ 1.15% |
$183K - $188K
|
272K
$15.8M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
2.92K+ 0.66% |
$173K - $177K
|
447K
$26M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.87K+ 2.46% |
$170K - $174K
|
119K
$6.94M
|