Purchases and Sales Made in Q2 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.74K+ 1.23% |
$102K - $104K
|
143K
$8.34M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.65K+ 355.7% |
$96.4K - $98.2K
|
2.12K
$123K
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.58K+ 5.36% |
$92.1K - $93.8K
|
31.1K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.46KNew |
$85.3K - $86.9K
|
1.46K
$85.1K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.28K+ 29.41% |
$74.5K - $75.9K
|
5.62K
$327K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.17K+ 7.34% |
$68.1K - $69.4K
|
17.1K
$994K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.01KNew |
$58.9K - $60K
|
1.01K
$58.8K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
952+ 1322.22% |
$55.5K - $56.5K
|
1.02K
$59.5K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
930+ 12.12% |
$54.2K - $55.2K
|
8.6K
$500K
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
918+ 17.16% |
$53.5K - $54.5K
|
6.27K
$364K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
907+ 1.57% |
$52.9K - $53.8K
|
58.8K
$3.42M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
849New |
$49.5K - $50.4K
|
849
$49.4K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
811+ 1.75% |
$47.3K - $48.1K
|
47.1K
$2.74M
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
807+ 16.55% |
$47K - $47.9K
|
5.68K
$331K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
800New |
$46.6K - $47.5K
|
800
$46.5K
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
786+ 14.57% |
$45.8K - $46.7K
|
6.18K
$359K
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
752+ 3.34% |
$43.8K - $44.6K
|
23.3K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
637New |
$37.1K - $37.8K
|
637
$37K
|
|
Aug 26, 2024
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
577+ 8.42% |
$33.6K - $34.3K
|
7.43K
$432K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
560New |
$32.6K - $33.2K
|
560
$32.6K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
524+ 2.48% |
$30.5K - $31.1K
|
21.6K
$1.26M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
518+ 5.36% |
$30.2K - $30.8K
|
10.2K
$592K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
517New |
$30.1K - $30.7K
|
517
$30.1K
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
510+ 4.86% |
$29.7K - $30.3K
|
11K
$640K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
509New |
$29.7K - $30.2K
|
509
$29.6K
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
504+ 60.72% |
$29.4K - $29.9K
|
1.33K
$77.6K
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
500New |
$29.1K - $29.7K
|
500
$29.1K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
462+ 209.05% |
$26.9K - $27.4K
|
683
$39.7K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
438+ 2.23% |
$25.5K - $26K
|
20.1K
$1.17M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
400+ 8.0% |
$23.3K - $23.7K
|
5.4K
$314K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
354New |
$20.6K - $21K
|
354
$20.6K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
354New |
$20.6K - $21K
|
354
$20.6K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
340+ 5.64% |
$19.8K - $20.2K
|
6.36K
$370K
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
306+ 4.28% |
$17.8K - $18.2K
|
7.46K
$434K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
288+ 36.88% |
$16.8K - $17.1K
|
1.07K
$62.2K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
268New |
$15.6K - $15.9K
|
268
$15.6K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
244+ 11.32% |
$14.2K - $14.5K
|
2.4K
$140K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
219+ 4.96% |
$12.8K - $13K
|
4.64K
$270K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
205+ 2.71% |
$11.9K - $12.2K
|
7.77K
$452K
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
170+ 0.05% |
$9.91K - $10.1K
|
309K
$18M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
166+ 0.68% |
$9.68K - $9.86K
|
24.7K
$1.44M
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
166New |
$9.68K - $9.86K
|
166
$9.65K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
165+ 1.09% |
$9.62K - $9.8K
|
15.3K
$887K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
156+ 1.6% |
$9.09K - $9.26K
|
9.89K
$575K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
138New |
$8.04K - $8.19K
|
138
$8.02K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
109+ 0.11% |
$6.35K - $6.47K
|
96.9K
$5.64M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
103+ 0.21% |
$6K - $6.12K
|
49.5K
$2.88M
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
100+ 1.92% |
$5.83K - $5.94K
|
5.3K
$308K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
99+ 33.0% |
$5.77K - $5.88K
|
399
$23.2K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
86New |
$5.01K - $5.11K
|
86
$5K
|