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
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.52K- 7.7% |
$202K - $207K
|
42.2K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.77K- 3.03% |
$216K - $221K
|
121K
$7.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.89K- 0.81% |
$223K - $228K
|
476K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.89K- 1.41% |
$223K - $229K
|
273K
$15.9M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.92K- 11.33% |
$224K - $230K
|
30.6K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.96K- 21.35% |
$227K - $233K
|
14.6K
$849K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.97K- 10.95% |
$227K - $233K
|
32.3K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4.16K- 88.02% |
$238K - $244K
|
566
$32.9K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.25K- 5.59% |
$244K - $250K
|
71.8K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-4.3K- 3.7% |
$247K - $253K
|
112K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.32K- 23.45% |
$248K - $254K
|
14.1K
$819K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.41K- 48.08% |
$253K - $259K
|
4.76K
$277K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.43K- 21.43% |
$254K - $260K
|
16.2K
$945K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 9.19% |
$257K - $263K
|
44.2K
$2.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4.48K- 26.95% |
$257K - $263K
|
12.2K
$707K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.85K- 34.65% |
$278K - $285K
|
9.14K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.19K- 98.88% |
$298K - $305K
|
59
$3.43K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5.26K- 37.38% |
$302K - $309K
|
8.82K
$513K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.35K- 29.11% |
$307K - $315K
|
13K
$758K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.53K- 22.94% |
$317K - $325K
|
18.6K
$1.08M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-5.62K- 10.37% |
$322K - $330K
|
48.6K
$2.83M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.63K- 8.24% |
$323K - $331K
|
62.7K
$3.65M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.83K- 13.37% |
$334K - $343K
|
37.8K
$2.2M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.95K- 21.51% |
$341K - $350K
|
21.7K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.96K- 7.49% |
$342K - $350K
|
73.6K
$4.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-6.14K- 3.53% |
$352K - $361K
|
168K
$9.75M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.32K- 4.83% |
$362K - $371K
|
124K
$7.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6.52K- 26.73% |
$374K - $383K
|
17.9K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-6.53K- 1.97% |
$374K - $384K
|
325K
$18.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-6.55K- 7.01% |
$376K - $385K
|
86.9K
$5.05M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-6.73K- 2.06% |
$386K - $395K
|
319K
$18.6M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.77K- 17.54% |
$388K - $398K
|
31.8K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.97K- 18.09% |
$400K - $410K
|
31.6K
$1.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.99K- 50.21% |
$400K - $411K
|
6.93K
$403K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.21K- 31.65% |
$413K - $423K
|
15.6K
$905K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.22K- 13.22% |
$414K - $424K
|
47.3K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.35K- 2.44% |
$421K - $432K
|
294K
$17.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.45K- 40.45% |
$427K - $438K
|
11K
$638K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.46K- 3.64% |
$428K - $439K
|
198K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.61K- 33.97% |
$436K - $447K
|
14.8K
$860K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-7.68K- 58.58% |
$440K - $451K
|
5.43K
$316K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-7.82K- 2.08% |
$448K - $460K
|
367K
$21.4M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8.07K- 65.74% |
$462K - $474K
|
4.2K
$244K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-8.08K- 35.49% |
$463K - $475K
|
14.7K
$854K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.12K- 14.41% |
$465K - $477K
|
48.2K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-8.14K- 40.41% |
$467K - $478K
|
12K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-8.55K- 15.06% |
$490K - $502K
|
48.2K
$2.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.1K- 0.93% |
$521K - $535K
|
965K
$56.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.11K- 12.71% |
$522K - $535K
|
62.6K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.27K- 0.52% |
$532K - $545K
|
1.77M
$103M
|