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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-893- 0.78% |
$51.2K - $52.5K
|
114K
$6.67M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-911- 15.4% |
$52.2K - $53.5K
|
5K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-919- 3.23% |
$52.7K - $54K
|
27.5K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-922- 0.64% |
$52.8K - $54.2K
|
143K
$8.42M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-931- 35.62% |
$53.4K - $54.7K
|
1.68K
$98.8K
|
|
|
May 11, 2023
Q1 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-950- 0.31% |
$54.5K - $55.8K
|
302K
$17.7M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-962- 3.99% |
$55.1K - $56.5K
|
23.1K
$1.36M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-964- 13.4% |
$55.3K - $56.7K
|
6.23K
$366K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-991- 16.53% |
$56.8K - $58.2K
|
5.01K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-998- 18.39% |
$57.2K - $58.7K
|
4.43K
$260K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.02K- 13.79% |
$58.2K - $59.7K
|
6.35K
$373K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.07K- 18.51% |
$61.3K - $62.9K
|
4.71K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.07K- 6.63% |
$61.4K - $63K
|
15.1K
$886K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.08K- 64.14% |
$62K - $63.6K
|
605
$35.5K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.13K- 7.37% |
$64.8K - $66.5K
|
14.2K
$834K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.19K- 2.25% |
$68.3K - $70K
|
51.8K
$3.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.23K- 0.73% |
$70.4K - $72.2K
|
166K
$9.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.27K- 15.79% |
$72.9K - $74.7K
|
6.78K
$398K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.3K- 0.27% |
$74.4K - $76.3K
|
488K
$28.6M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.36K- 21.43% |
$77.8K - $79.8K
|
4.98K
$292K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.42K- 18.61% |
$81.2K - $83.3K
|
6.2K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.44K- 1.49% |
$82.4K - $84.5K
|
94.7K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.46K- 29.06% |
$83.7K - $85.9K
|
3.57K
$209K
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 3.52% |
$88.1K - $90.3K
|
42.1K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.56K- 7.72% |
$89.2K - $91.4K
|
18.6K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.64K- 17.01% |
$94.2K - $96.6K
|
8.02K
$471K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.7K- 39.08% |
$97.4K - $99.9K
|
2.65K
$156K
|
|
|
May 02, 2023
Q1 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.73K- 1.92% |
$99.2K - $102K
|
88.2K
$5.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.82K- 20.36% |
$104K - $107K
|
7.12K
$418K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.83K- 7.75% |
$105K - $107K
|
21.7K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 5.12% |
$109K - $112K
|
35.2K
$2.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 45.12% |
$116K - $119K
|
2.46K
$144K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.13K- 2.54% |
$122K - $125K
|
81.5K
$4.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.16K- 13.39% |
$124K - $127K
|
14K
$820K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.17K- 6.39% |
$124K - $127K
|
31.8K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.29K- 0.2% |
$131K - $135K
|
1.15M
$67.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-2.38K- 19.66% |
$137K - $140K
|
9.74K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.43K- 4.36% |
$139K - $143K
|
53.4K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.44K- 7.45% |
$140K - $143K
|
30.3K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Shah Capital Management
|
SELL
|
- |
-2.76K- 1.32% |
$158K - $162K
|
206K
$12.1M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.79K- 5.93% |
$160K - $164K
|
44.2K
$2.59M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.79K- 16.86% |
$160K - $164K
|
13.8K
$808K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.8K- 5.48% |
$160K - $164K
|
48.3K
$2.83M
|
|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-2.85K- 41.6% |
$163K - $168K
|
4K
$235K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.87K- 50.82% |
$164K - $168K
|
2.77K
$163K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.92K- 3.85% |
$167K - $172K
|
72.9K
$4.28M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-3K- 97.56% |
$172K - $176K
|
75
$4.4K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.03K- 35.82% |
$173K - $178K
|
5.42K
$318K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.04K- 12.12% |
$174K - $179K
|
22.1K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.06K- 16.95% |
$175K - $180K
|
15K
$879K
|