Purchases and Sales Made in Q2 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-5.91K- 27.41% |
$341K - $347K
|
15.6K
$910K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6K- 6.42% |
$346K - $352K
|
87.4K
$5.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.08K- 21.91% |
$351K - $357K
|
21.7K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.08K- 15.63% |
$351K - $357K
|
32.8K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-6.1K- 1.43% |
$352K - $358K
|
420K
$24.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-6.19K- 5.07% |
$357K - $363K
|
116K
$6.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-6.22K- 5.56% |
$359K - $365K
|
106K
$6.15M
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-6.35K- 2.03% |
$366K - $372K
|
307K
$17.8M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-6.47K- 8.87% |
$373K - $380K
|
66.5K
$3.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.6K- 5.52% |
$381K - $387K
|
113K
$6.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.6K- 26.17% |
$381K - $388K
|
18.6K
$1.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6.65K- 3.23% |
$384K - $390K
|
199K
$11.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.76K- 10.54% |
$390K - $397K
|
57.3K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.96K- 25.3% |
$402K - $409K
|
20.6K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-7.28K- 0.47% |
$420K - $427K
|
1.54M
$89.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.73K- 23.08% |
$446K - $453K
|
25.7K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-7.79K- 3.8% |
$450K - $457K
|
198K
$11.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.22K- 28.38% |
$475K - $482K
|
20.7K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.35K- 6.33% |
$482K - $490K
|
124K
$7.19M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.4K- 9.67% |
$485K - $493K
|
78.5K
$4.57M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.62K- 63.36% |
$497K - $506K
|
4.98K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.71K- 55.99% |
$503K - $511K
|
6.85K
$398K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-9.03K- 16.39% |
$521K - $530K
|
46.1K
$2.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-9.05K- 32.36% |
$522K - $531K
|
18.9K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.17K- 2.57% |
$529K - $538K
|
348K
$20.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-9.26K- 26.65% |
$534K - $543K
|
25.5K
$1.48M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-9.46K- 21.49% |
$546K - $555K
|
34.6K
$2.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-9.46K- 21.49% |
$546K - $555K
|
34.6K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-10K- 31.35% |
$577K - $587K
|
21.9K
$1.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.3K- 46.61% |
$592K - $602K
|
11.8K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-11K- 71.43% |
$635K - $646K
|
4.4K
$256K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.5K- 21.61% |
$666K - $677K
|
41.8K
$2.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-11.7K- 9.39% |
$674K - $686K
|
113K
$6.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.8K- 18.94% |
$684K - $695K
|
50.7K
$2.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-12.2K- 48.18% |
$703K - $714K
|
13.1K
$761K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.2K- 11.5% |
$704K - $716K
|
93.8K
$5.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-12.3K- 2.59% |
$712K - $724K
|
464K
$27M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-13K- 6.09% |
$751K - $764K
|
201K
$11.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-13.2K- 78.0% |
$765K - $778K
|
3.74K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-13.8K- 79.83% |
$796K - $809K
|
3.49K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-14.4K- 3.96% |
$834K - $848K
|
350K
$20.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.6K- 31.39% |
$841K - $855K
|
31.9K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.2K- 1.56% |
$880K - $895K
|
962K
$55.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15.4K- 22.76% |
$892K - $907K
|
52.4K
$3.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-15.8K- 4.95% |
$914K - $929K
|
304K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-17.1K- 20.86% |
$985K - $1M
|
64.8K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-18.4K- 13.14% |
$1.06M - $1.08M
|
122K
$7.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.2K- 20.94% |
$1.11M - $1.13M
|
72.7K
$4.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.4K- 45.57% |
$1.12M - $1.14M
|
23.2K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-20.3K- 5.93% |
$1.17M - $1.19M
|
322K
$18.7M
|