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 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-8.14K- 40.41% |
$467K - $478K
|
12K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-8.55K- 15.06% |
$490K - $502K
|
48.2K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.1K- 0.93% |
$521K - $535K
|
965K
$56.7M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-9.11K- 12.71% |
$522K - $535K
|
62.6K
$3.67M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.27K- 0.52% |
$532K - $545K
|
1.77M
$104M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.37K- 13.02% |
$537K - $550K
|
62.6K
$3.67M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.85K- 6.96% |
$564K - $579K
|
132K
$7.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.1K- 31.63% |
$577K - $592K
|
21.8K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.5K- 56.66% |
$601K - $616K
|
8.02K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-10.8K- 44.91% |
$621K - $637K
|
13.3K
$780K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-11.2K- 9.58% |
$644K - $660K
|
106K
$6.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11.3K- 55.36% |
$646K - $662K
|
9.09K
$534K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-11.6K- 1.23% |
$665K - $682K
|
931K
$54.7M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-12.3K- 76.25% |
$708K - $726K
|
3.85K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12.6K- 3.31% |
$721K - $739K
|
367K
$21.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 64.53% |
$730K - $749K
|
7K
$411K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12.9K- 82.7% |
$739K - $757K
|
2.7K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.8K- 67.95% |
$789K - $809K
|
6.5K
$381K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-13.8K- 11.08% |
$790K - $810K
|
111K
$6.49M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-14.1K- 3.61% |
$810K - $830K
|
378K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-14.2K- 36.05% |
$816K - $837K
|
25.3K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-14.5K- 18.44% |
$831K - $852K
|
64.1K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.9K- 10.74% |
$910K - $934K
|
132K
$7.75M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.9K- 3.59% |
$911K - $934K
|
427K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-16.5K- 32.42% |
$945K - $968K
|
34.3K
$2.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-18.2K- 10.32% |
$1.04M - $1.07M
|
158K
$9.3M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18.2K- 10.4% |
$1.05M - $1.07M
|
157K
$9.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18.9K- 83.05% |
$1.08M - $1.11M
|
3.85K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-19K- 46.35% |
$1.09M - $1.12M
|
22K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-19.2K- 3.41% |
$1.1M - $1.13M
|
542K
$31.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-20K- 15.08% |
$1.15M - $1.18M
|
113K
$6.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-21.4K- 45.93% |
$1.23M - $1.26M
|
25.2K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-22.1K- 65.8% |
$1.27M - $1.3M
|
11.5K
$675K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-25K- 21.72% |
$1.43M - $1.47M
|
90.2K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-26.3K- 95.56% |
$1.51M - $1.55M
|
1.22K
$71.8K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.8K- 37.29% |
$1.54M - $1.57M
|
45.1K
$2.65M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.3K- 30.54% |
$1.56M - $1.6M
|
62K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-28.7K- 2.61% |
$1.64M - $1.68M
|
1.07M
$62.8M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-29.3K- 65.52% |
$1.68M - $1.72M
|
15.4K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-29.9K- 88.37% |
$1.72M - $1.76M
|
3.94K
$231K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-30.7K- 19.91% |
$1.76M - $1.8M
|
123K
$7.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31.3K- 24.33% |
$1.8M - $1.84M
|
97.5K
$5.72M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-32.5K- 27.38% |
$1.86M - $1.91M
|
86.1K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-36K- 48.44% |
$2.07M - $2.12M
|
38.3K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.1K- 2.73% |
$2.13M - $2.18M
|
1.32M
$77.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-38.9K- 78.18% |
$2.23M - $2.29M
|
10.9K
$638K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-46.8K- 23.87% |
$2.68M - $2.75M
|
149K
$8.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-47.7K- 24.63% |
$2.73M - $2.8M
|
146K
$8.57M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55.8K- 60.36% |
$3.2M - $3.28M
|
36.6K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-56.1K- 16.85% |
$3.21M - $3.29M
|
277K
$16.2M
|