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
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
990+ 1.03% |
$56.7K - $58.2K
|
97.3K
$5.71M
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
949+ 23.46% |
$54.4K - $55.8K
|
4.99K
$293K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
943+ 2.19% |
$54.1K - $55.4K
|
44K
$2.58M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
919New |
$52.7K - $54K
|
919
$54K
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
900+ 33.66% |
$51.6K - $52.9K
|
3.57K
$210K
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
900+ 33.66% |
$51.6K - $52.9K
|
3.57K
$210K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
900+ 6.0% |
$51.6K - $52.9K
|
15.9K
$933K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
897+ 68.95% |
$51.4K - $52.7K
|
2.2K
$129K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
866+ 1.7% |
$49.6K - $50.9K
|
51.7K
$3.03M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
838+ 108.83% |
$48K - $49.2K
|
1.61K
$94.4K
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
824+ 11.46% |
$47.2K - $48.4K
|
8.02K
$471K
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
807+ 1.38% |
$46.3K - $47.4K
|
59.4K
$3.49M
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
768+ 8.6% |
$44K - $45.1K
|
9.7K
$570K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
753New |
$43.2K - $44.3K
|
753
$44.2K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
695+ 1.76% |
$39.8K - $40.8K
|
40.2K
$2.36M
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
688+ 7.32% |
$39.4K - $40.4K
|
10.1K
$592K
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
685+ 3.59% |
$39.3K - $40.3K
|
19.8K
$1.16M
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
668+ 14.02% |
$38.3K - $39.3K
|
5.43K
$319K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
657New |
$37.7K - $38.6K
|
657
$38.6K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
649+ 1.5% |
$37.2K - $38.1K
|
44K
$2.59M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
596New |
$34.2K - $35K
|
596
$35K
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
595+ 11.46% |
$34.1K - $35K
|
5.79K
$340K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
579+ 25.38% |
$33.2K - $34K
|
2.86K
$168K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
578+ 7.52% |
$33.1K - $34K
|
8.26K
$485K
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
576New |
$33K - $33.9K
|
576
$33.8K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
570+ 2.53% |
$32.7K - $33.5K
|
23.1K
$1.36M
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
561New |
$32.2K - $33K
|
561
$32.9K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
559+ 1.03% |
$32K - $32.9K
|
54.9K
$3.22M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
547+ 10.86% |
$31.4K - $32.1K
|
5.59K
$328K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
533+ 7.35% |
$30.6K - $31.3K
|
7.78K
$457K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
507New |
$29.1K - $29.8K
|
507
$29.8K
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
506+ 8.14% |
$29K - $29.7K
|
6.72K
$395K
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
502+ 9.83% |
$28.8K - $29.5K
|
5.61K
$329K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
500New |
$28.7K - $29.4K
|
500
$29.4K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
500+ 2.28% |
$28.7K - $29.4K
|
22.5K
$1.32M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
493+ 0.43% |
$28.3K - $29K
|
116K
$6.81M
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
486+ 7.2% |
$27.9K - $28.6K
|
7.24K
$425K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
464+ 2.86% |
$26.6K - $27.3K
|
16.7K
$981K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
439+ 731.67% |
$25.2K - $25.8K
|
499
$29.3K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
435+ 2.86% |
$24.9K - $25.6K
|
15.6K
$918K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
433+ 849.02% |
$24.8K - $25.4K
|
484
$28.4K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
425+ 0.68% |
$24.4K - $25K
|
62.7K
$3.68M
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
418+ 10.83% |
$24K - $24.6K
|
4.28K
$251K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
401+ 6.34% |
$23K - $23.6K
|
6.72K
$395K
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
400+ 7.62% |
$22.9K - $23.5K
|
5.65K
$332K
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
355+ 20.36% |
$20.3K - $20.9K
|
2.1K
$123K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
344New |
$19.7K - $20.2K
|
344
$20.2K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
317New |
$18.2K - $18.6K
|
317
$18.6K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 1.39% |
$17.2K - $17.6K
|
21.9K
$1.28M
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
296New |
$17K - $17.4K
|
296
$17.4K
|