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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
22.1K+ 3.96% |
$1.27M - $1.3M
|
581K
$33.8M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
21.6KNew |
$1.24M - $1.27M
|
21.6K
$1.25M
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
20.9K+ 2.92% |
$1.2M - $1.23M
|
738K
$42.9M
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
20.7K+ 11.33% |
$1.19M - $1.22M
|
204K
$11.8M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.9K+ 2.73% |
$1.14M - $1.17M
|
747K
$43.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 1.07% |
$1.12M - $1.15M
|
1.85M
$107M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
19.4K+ 14.54% |
$1.11M - $1.14M
|
153K
$8.88M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
19.1K+ 10.24% |
$1.1M - $1.12M
|
206K
$12M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
19K+ 24.44% |
$1.09M - $1.12M
|
96.6K
$5.62M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.9KNew |
$1.09M - $1.11M
|
18.9K
$1.1M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
18.9KNew |
$1.08M - $1.11M
|
18.9K
$1.1M
|
|
Apr 17, 2023
Q1 2023
|
Northland Capital Management LLC
|
BUY
|
- |
18.5K+ 6.89% |
$1.06M - $1.09M
|
288K
$16.7M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
18.4K+ 3.19% |
$1.05M - $1.08M
|
595K
$34.6M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.4KNew |
$1.05M - $1.08M
|
18.4K
$1.07M
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
18K+ 140.98% |
$1.03M - $1.06M
|
30.8K
$1.79M
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
18K+ 6.06% |
$1.03M - $1.06M
|
314K
$18.3M
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
17.9K+ 77.51% |
$1.02M - $1.05M
|
40.9K
$2.38M
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
17.5K+ 4.29% |
$1M - $1.03M
|
426K
$24.8M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.3K+ 6.34% |
$991K - $1.02M
|
290K
$16.9M
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
17KNew |
$974K - $998K
|
17K
$988K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
16.8K+ 200.35% |
$965K - $989K
|
25.2K
$1.47M
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
16.8K+ 6.72% |
$964K - $989K
|
267K
$15.5M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.7K+ 147.37% |
$959K - $983K
|
28.1K
$1.63M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.7K+ 100.17% |
$955K - $979K
|
33.3K
$1.94M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 184.7% |
$913K - $936K
|
24.6K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15.9KNew |
$911K - $934K
|
15.9K
$924K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.5KNew |
$886K - $908K
|
15.5K
$899K
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
15.2K+ 15.45% |
$871K - $893K
|
114K
$6.6M
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
15.1K+ 139.4% |
$868K - $890K
|
26K
$1.51M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.9K+ 194.6% |
$855K - $877K
|
22.6K
$1.31M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.8KNew |
$850K - $871K
|
14.8K
$862K
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.8K+ 5.78% |
$847K - $868K
|
270K
$15.7M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
14.7KNew |
$844K - $865K
|
14.7K
$856K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
14.7KNew |
$844K - $865K
|
14.7K
$856K
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.6K+ 31.24% |
$839K - $860K
|
61.5K
$3.58M
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
14.6K+ 16.16% |
$834K - $856K
|
105K
$6.08M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
14.4K+ 7.53% |
$824K - $845K
|
205K
$11.9M
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.3K+ 26.85% |
$822K - $843K
|
67.8K
$3.94M
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.2KNew |
$814K - $834K
|
14.2K
$826K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.9K+ 11.41% |
$794K - $814K
|
135K
$7.86M
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
13.7KNew |
$785K - $805K
|
13.7K
$797K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.3K+ 37.6% |
$764K - $783K
|
48.8K
$2.84M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
13.3KNew |
$762K - $782K
|
13.3K
$773K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.2K+ 83.8% |
$757K - $776K
|
29K
$1.68M
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12.5K+ 6.12% |
$716K - $734K
|
217K
$12.6M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$695K - $713K
|
12.1K
$705K
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
11.9KNew |
$681K - $699K
|
11.9K
$691K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.9KNew |
$679K - $696K
|
11.9K
$689K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6K+ 33.39% |
$666K - $683K
|
46.4K
$2.7M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
11.4K+ 283.59% |
$656K - $672K
|
15.5K
$900K
|