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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-383K- 28.96% |
$22.1M - $22.5M
|
938K
$54.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-393K- 37.99% |
$22.7M - $23M
|
641K
$37.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-457K- 78.19% |
$26.4M - $26.8M
|
127K
$7.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-486K- 32.84% |
$28M - $28.5M
|
994K
$57.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-487K- 55.04% |
$28.1M - $28.6M
|
397K
$23.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-496K- 15.52% |
$28.6M - $29.1M
|
2.7M
$157M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-496K- 60.79% |
$28.7M - $29.1M
|
320K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-516K- 6.16% |
$29.8M - $30.3M
|
7.86M
$457M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-639K- 98.9% |
$36.9M - $37.5M
|
7.11K
$413K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-648K- 89.15% |
$37.4M - $38M
|
78.9K
$4.59M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-657K- 99.06% |
$37.9M - $38.6M
|
6.26K
$364K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.15M- 86.14% |
$66.3M - $67.4M
|
185K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.52M- 41.76% |
$87.8M - $89.3M
|
2.12M
$123M
|