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
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.91K+ 7.49% |
$339K - $347K
|
84.9K
$4.93M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
5.89K+ 3.21% |
$338K - $346K
|
189K
$11M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.59K+ 11.28% |
$320K - $328K
|
55.1K
$3.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
5.45K+ 67.35% |
$312K - $320K
|
13.5K
$788K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.45KNew |
$312K - $320K
|
5.45K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.42K+ 20.49% |
$310K - $318K
|
31.8K
$1.85M
|
|
|
Apr 26, 2023
Q1 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
5.37KNew |
$308K - $316K
|
5.37K
$312K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.19K+ 8800.0% |
$298K - $305K
|
5.25K
$305K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.11K+ 18.77% |
$293K - $300K
|
32.4K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.08K+ 9.37% |
$291K - $299K
|
59.3K
$3.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
5.05K+ 50.48% |
$289K - $297K
|
15K
$875K
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.96K+ 2.84% |
$284K - $292K
|
180K
$10.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.88K+ 22.27% |
$280K - $287K
|
26.8K
$1.56M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.83K+ 2.44% |
$277K - $284K
|
203K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.72KNew |
$271K - $277K
|
4.72K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.71KNew |
$270K - $277K
|
4.71K
$274K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
4.64KNew |
$266K - $273K
|
4.64K
$270K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.54K+ 0.94% |
$260K - $267K
|
487K
$28.3M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
4.5K+ 1.25% |
$258K - $265K
|
364K
$21.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.47K+ 7.05% |
$256K - $263K
|
67.9K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.45K+ 6.81% |
$255K - $262K
|
69.9K
$4.06M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.44K+ 125.93% |
$254K - $261K
|
7.96K
$463K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.41K+ 71.1% |
$253K - $259K
|
10.6K
$617K
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.4KNew |
$252K - $258K
|
4.4K
$256K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.34K+ 3.77% |
$249K - $255K
|
120K
$6.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.3K+ 21.61% |
$247K - $253K
|
24.2K
$1.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
4.26KNew |
$244K - $250K
|
4.26K
$247K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.23KNew |
$242K - $248K
|
4.23K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.15KNew |
$238K - $244K
|
4.15K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.14K+ 5597.3% |
$237K - $243K
|
4.22K
$245K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.06KNew |
$233K - $239K
|
4.06K
$236K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 7.09% |
$230K - $236K
|
60.6K
$3.52M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.99K+ 7.09% |
$229K - $234K
|
60.2K
$3.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.97KNew |
$227K - $233K
|
3.97K
$231K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.94K+ 3.57% |
$226K - $231K
|
114K
$6.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.78KNew |
$217K - $222K
|
3.78K
$220K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.75K+ 38.27% |
$215K - $220K
|
13.6K
$788K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.63K+ 6.81% |
$208K - $214K
|
57K
$3.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.59K+ 3.06% |
$206K - $211K
|
121K
$7.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
3.51K+ 9.56% |
$201K - $206K
|
40.2K
$2.34M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.5KNew |
$201K - $206K
|
3.5K
$204K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.45K+ 11.67% |
$198K - $203K
|
33K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.45K+ 20.5% |
$198K - $203K
|
20.3K
$1.18M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.4K+ 18.56% |
$195K - $200K
|
21.7K
$1.26M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.3K+ 53.73% |
$189K - $194K
|
9.44K
$549K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.28K+ 10.17% |
$188K - $193K
|
35.6K
$2.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.26K+ 127.78% |
$187K - $191K
|
5.81K
$338K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.96K+ 0.57% |
$170K - $174K
|
522K
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.94K+ 8.97% |
$168K - $173K
|
35.7K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.85K+ 26.92% |
$163K - $167K
|
13.4K
$781K
|