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 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-666- 1.5% |
$39.4K - $40.5K
|
43.7K
$2.54M
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-669- 14.69% |
$39.6K - $40.7K
|
3.89K
$226K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-733- 0.47% |
$43.4K - $44.6K
|
156K
$9.06M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-742- 1.42% |
$43.9K - $45.1K
|
51.4K
$2.99M
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-844- 1.1% |
$50K - $51.3K
|
75.8K
$4.41M
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-943- 9.46% |
$55.8K - $57.3K
|
9.03K
$525K
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-943- 0.66% |
$55.8K - $57.3K
|
142K
$8.23M
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-988- 13.46% |
$58.5K - $60.1K
|
6.35K
$369K
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-995- 10.6% |
$58.9K - $60.5K
|
8.39K
$488K
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1K- 2.41% |
$59.2K - $60.8K
|
40.5K
$2.36M
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.01K- 18.24% |
$60K - $61.6K
|
4.54K
$264K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.07K- 53.74% |
$63.4K - $65.1K
|
922
$53.6K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.09K- 8.42% |
$64.5K - $66.3K
|
11.8K
$689K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 7.79% |
$66.4K - $68.2K
|
13.3K
$772K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.13K- 11.96% |
$66.6K - $68.4K
|
8.29K
$482K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.14K- 9.0% |
$67.5K - $69.3K
|
11.5K
$670K
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.21K- 7.56% |
$71.4K - $73.3K
|
14.7K
$857K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.21K- 8.2% |
$71.6K - $73.6K
|
13.5K
$787K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.22K- 29.71% |
$72.3K - $74.3K
|
2.89K
$168K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.25K- 6.96% |
$73.9K - $75.9K
|
16.7K
$972K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 3.92% |
$77.4K - $79.5K
|
32K
$1.86M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.34K- 21.9% |
$79.1K - $81.3K
|
4.77K
$277K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 78.84% |
$81.4K - $83.6K
|
369
$21.5K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.48K- 74.99% |
$87.7K - $90K
|
494
$28.7K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.5K- 4.78% |
$88.7K - $91.1K
|
29.8K
$1.73M
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.56K- 27.87% |
$92.2K - $94.7K
|
4.03K
$234K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.57KClosed |
$92.9K - $95.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.58KClosed |
$93.2K - $95.7K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-1.58K- 30.09% |
$93.8K - $96.3K
|
3.68K
$214K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.61KClosed |
$95.1K - $97.7K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.62K- 4.06% |
$95.9K - $98.5K
|
38.3K
$2.23M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.68K- 6.54% |
$99.3K - $102K
|
24K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.68K- 10.04% |
$99.6K - $102K
|
15.1K
$877K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.72K- 4.32% |
$102K - $104K
|
38K
$2.21M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.93K- 2.4% |
$114K - $118K
|
78.8K
$4.58M
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.06K- 21.16% |
$122K - $125K
|
7.66K
$446K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.07K- 7.69% |
$123K - $126K
|
24.9K
$1.45M
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.12K- 3.54% |
$126K - $129K
|
57.9K
$3.37M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.18K- 1.82% |
$129K - $132K
|
118K
$6.84M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.23K- 7.65% |
$132K - $136K
|
26.9K
$1.57M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.36K- 21.08% |
$139K - $143K
|
8.82K
$513K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.4K- 3.67% |
$142K - $146K
|
63K
$3.66M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.43K- 2.06% |
$144K - $148K
|
115K
$6.7M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.47K- 10.84% |
$146K - $150K
|
20.3K
$1.18M
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-2.57K- 13.44% |
$152K - $156K
|
16.6K
$962K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.62K- 28.57% |
$155K - $159K
|
6.55K
$381K
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.65K- 29.73% |
$157K - $161K
|
6.25K
$364K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.73K- 8.79% |
$162K - $166K
|
28.3K
$1.65M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.75K- 1.86% |
$163K - $167K
|
145K
$8.43M
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.83K- 3.43% |
$167K - $172K
|
79.7K
$4.64M
|