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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
159K+ 19.4% |
$9.1M - $9.33M
|
977K
$56.8M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
158KNew |
$9.05M - $9.27M
|
158K
$9.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
149K+ 12.09% |
$8.52M - $8.74M
|
1.38M
$80.2M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
146K+ 3009.39% |
$8.4M - $8.61M
|
151K
$8.8M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
143KNew |
$8.22M - $8.43M
|
143K
$8.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
143K+ 20.81% |
$8.17M - $8.38M
|
827K
$48.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
138K+ 92.76% |
$7.91M - $8.11M
|
287K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
135K+ 41.37% |
$7.72M - $7.92M
|
460K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
122KNew |
$7.02M - $7.2M
|
122K
$7.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
117K+ 40.31% |
$6.7M - $6.87M
|
407K
$23.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
113K+ 68.66% |
$6.47M - $6.63M
|
277K
$16.1M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
110K+ 85.77% |
$6.32M - $6.47M
|
239K
$13.9M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
109KNew |
$6.27M - $6.43M
|
109K
$6.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
109KNew |
$6.26M - $6.42M
|
109K
$6.35M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
107K+ 2308.77% |
$6.16M - $6.31M
|
112K
$6.51M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
107K+ 293.85% |
$6.15M - $6.31M
|
144K
$8.36M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
107K+ 74.71% |
$6.12M - $6.27M
|
250K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
101K+ 23.67% |
$5.79M - $5.94M
|
528K
$30.7M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
101KNew |
$5.78M - $5.93M
|
101K
$5.87M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
99.8K+ 19.4% |
$5.72M - $5.86M
|
614K
$35.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
97K+ 22.18% |
$5.56M - $5.7M
|
534K
$31.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
95.9K+ 62.07% |
$5.49M - $5.63M
|
250K
$14.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
95.3K+ 14.87% |
$5.46M - $5.6M
|
736K
$42.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95.1K+ 80.52% |
$5.45M - $5.59M
|
213K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
94.7K+ 98.6% |
$5.43M - $5.56M
|
191K
$11.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
93.5K+ 23.19% |
$5.36M - $5.49M
|
496K
$28.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
90.4K+ 955.52% |
$5.18M - $5.31M
|
99.9K
$5.81M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84K+ 25.09% |
$4.81M - $4.94M
|
419K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
81K+ 71.25% |
$4.64M - $4.76M
|
195K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
79.9K+ 61.37% |
$4.58M - $4.7M
|
210K
$12.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
75.2K+ 54.36% |
$4.31M - $4.42M
|
214K
$12.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
75K+ 103.82% |
$4.3M - $4.41M
|
147K
$8.57M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
74.5K+ 37.0% |
$4.27M - $4.38M
|
276K
$16M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
71K+ 34.72% |
$4.07M - $4.17M
|
275K
$16M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
68.8K+ 8.39% |
$3.94M - $4.04M
|
888K
$51.6M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66.5K+ 14.88% |
$3.81M - $3.91M
|
514K
$29.9M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
64K+ 22.98% |
$3.67M - $3.76M
|
342K
$19.9M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63.8K+ 265.41% |
$3.66M - $3.75M
|
87.9K
$5.11M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.1K+ 3.3% |
$3.56M - $3.65M
|
1.94M
$113M
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
61.9K+ 36.32% |
$3.55M - $3.64M
|
232K
$13.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
60K+ 792.01% |
$3.44M - $3.52M
|
67.6K
$3.93M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
57.4K+ 65.92% |
$3.29M - $3.38M
|
145K
$8.41M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.3K+ 146.99% |
$3.28M - $3.37M
|
96.3K
$5.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Family Capital Trust CO
|
BUY
|
- |
56.6KNew |
$3.25M - $3.33M
|
56.6K
$3.29M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56.4K+ 181.96% |
$3.23M - $3.31M
|
87.3K
$5.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
56.3K+ 15.7% |
$3.22M - $3.31M
|
415K
$24.1M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
55.8K+ 18.55% |
$3.2M - $3.28M
|
356K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
55.1K+ 11.94% |
$3.16M - $3.24M
|
516K
$30M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54.8KNew |
$3.14M - $3.22M
|
54.8K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
54.8KNew |
$3.14M - $3.22M
|
54.8K
$3.18M
|