Purchases and Sales Made in Q1 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53M+ 53636.21% |
$145M - $148M
|
2.53M
$147M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
2.4M+ 123.03% |
$137M - $141M
|
4.34M
$252M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.57M+ 8.76% |
$90M - $92.2M
|
19.5M
$1.13B
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.48M+ 9588.21% |
$84.6M - $86.7M
|
1.49M
$86.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.47M+ 17542.22% |
$84.3M - $86.5M
|
1.48M
$86M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.38M+ 121.84% |
$79.1M - $81.1M
|
2.51M
$146M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.32M+ 25.63% |
$75.7M - $77.6M
|
6.47M
$376M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.26M+ 38.18% |
$72.2M - $74M
|
4.56M
$265M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.11M+ 15.3% |
$63.7M - $65.3M
|
8.38M
$487M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
900K+ 54.45% |
$51.6M - $52.9M
|
2.55M
$149M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
884KNew |
$50.7M - $52M
|
884K
$51.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
803K+ 102.15% |
$46M - $47.2M
|
1.59M
$92.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
777K+ 9096.36% |
$44.5M - $45.6M
|
785K
$45.7M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
766K+ 97.7% |
$43.9M - $45M
|
1.55M
$90.2M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
626K+ 31.12% |
$35.9M - $36.8M
|
2.64M
$153M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
625K+ 1621.73% |
$35.8M - $36.7M
|
663K
$38.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
591K+ 211.23% |
$33.9M - $34.7M
|
871K
$50.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
557K+ 71.79% |
$31.9M - $32.8M
|
1.33M
$77.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
547KNew |
$31.3M - $32.1M
|
547K
$31.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
502K+ 2.39% |
$28.8M - $29.5M
|
21.5M
$1.25B
|
|
|
May 10, 2023
Q1 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
443K+ 71.29% |
$25.4M - $26.1M
|
1.07M
$62M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
442K+ 311.49% |
$25.3M - $26M
|
584K
$34M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
438K+ 10195.2% |
$25.1M - $25.7M
|
442K
$25.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
437K+ 42.49% |
$25.1M - $25.7M
|
1.47M
$85.2M
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
412K+ 3850.77% |
$23.6M - $24.2M
|
423K
$24.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
410KNew |
$23.5M - $24.1M
|
410K
$23.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
382K+ 3696.86% |
$21.9M - $22.4M
|
392K
$22.8M
|
|
|
May 17, 2023
Q1 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
373KNew |
$21.4M - $21.9M
|
373K
$21.7M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
347K+ 30.35% |
$19.9M - $20.4M
|
1.49M
$86.6M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
338K+ 178.1% |
$19.4M - $19.9M
|
528K
$30.7M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
335K+ 107.58% |
$19.2M - $19.7M
|
646K
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
311K+ 15.41% |
$17.8M - $18.3M
|
2.33M
$135M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
303KNew |
$17.4M - $17.8M
|
303K
$17.6M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
289KNew |
$16.6M - $17M
|
289K
$16.8M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
278K+ 349.91% |
$15.9M - $16.3M
|
357K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
264K+ 44.06% |
$15.1M - $15.5M
|
863K
$50.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Defender Capital, Llc.
|
BUY
|
- |
260K+ 30.82% |
$14.9M - $15.3M
|
1.1M
$64.2M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
258KNew |
$14.8M - $15.2M
|
258K
$15M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
245K+ 2846.27% |
$14M - $14.4M
|
253K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
243K+ 7.14% |
$13.9M - $14.3M
|
3.64M
$212M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
242KNew |
$13.9M - $14.2M
|
242K
$14.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
225K+ 8.66% |
$12.9M - $13.2M
|
2.83M
$164M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
190K+ 19.42% |
$10.9M - $11.2M
|
1.17M
$67.9M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
188K+ 27.94% |
$10.8M - $11.1M
|
862K
$50.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
183KNew |
$10.5M - $10.7M
|
183K
$10.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
175K+ 29.09% |
$10M - $10.3M
|
777K
$45.2M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
175KNew |
$10M - $10.3M
|
175K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
174KNew |
$9.98M - $10.2M
|
174K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 1504.02% |
$9.78M - $10M
|
182K
$10.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
168KNew |
$9.62M - $9.86M
|
168K
$9.75M
|