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 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-59.1K- 12.59% |
$3.39M - $3.47M
|
410K
$23.9M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65.2K- 78.83% |
$3.73M - $3.83M
|
17.5K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Alta Advisers LTD
|
SELL
|
- |
-74.5K- 10.09% |
$4.27M - $4.38M
|
664K
$38.6M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-75.1K- 72.0% |
$4.3M - $4.41M
|
29.2K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-95.2K- 39.01% |
$5.45M - $5.59M
|
149K
$8.65M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-97.2K- 45.59% |
$5.57M - $5.71M
|
116K
$6.75M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-129K- 31.7% |
$7.37M - $7.56M
|
277K
$16.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-136K- 98.03% |
$7.81M - $8M
|
2.73K
$159K
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-149K- 53.52% |
$8.52M - $8.73M
|
129K
$7.5M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-150K- 9.45% |
$8.63M - $8.84M
|
1.44M
$83.9M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-171K- 68.01% |
$9.81M - $10.1M
|
80.5K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-201K- 98.08% |
$11.5M - $11.8M
|
3.92K
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-202K- 94.44% |
$11.6M - $11.9M
|
11.9K
$691K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-202K- 86.2% |
$11.6M - $11.9M
|
32.3K
$1.88M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-235K- 59.53% |
$13.4M - $13.8M
|
160K
$9.28M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-243K- 50.06% |
$14M - $14.3M
|
243K
$14.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-298K- 91.41% |
$17.1M - $17.5M
|
28K
$1.63M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-335K- 21.45% |
$19.2M - $19.7M
|
1.23M
$71.3M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-341K- 98.94% |
$19.5M - $20M
|
3.65K
$212K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-397K- 92.36% |
$22.7M - $23.3M
|
32.8K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-431K- 29.43% |
$24.7M - $25.3M
|
1.03M
$60.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-523K- 69.58% |
$30M - $30.7M
|
229K
$13.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-616K- 12.55% |
$35.3M - $36.2M
|
4.29M
$250M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-616K- 12.55% |
$35.3M - $36.2M
|
4.29M
$250M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-659K- 10.04% |
$37.8M - $38.7M
|
5.9M
$343M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-745K- 95.9% |
$42.7M - $43.8M
|
31.9K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-975K- 23.37% |
$55.9M - $57.3M
|
3.2M
$186M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.11M- 97.08% |
$63.7M - $65.3M
|
33.5K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 46.34% |
$69.9M - $71.7M
|
1.41M
$82.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-1.24M- 71.6% |
$71.4M - $73.2M
|
494K
$28.7M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.37M- 99.58% |
$78.5M - $80.5M
|
5.73K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.45M- 32.69% |
$83M - $85.1M
|
2.98M
$173M
|