Purchases and Sales Made in Q3 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.94M+ 66.6% |
$285M - $292M
|
12.4M
$719M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.27MNew |
$246M - $252M
|
4.27M
$248M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.1M+ 118.41% |
$121M - $124M
|
3.88M
$225M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.1M+ 118.41% |
$121M - $124M
|
3.88M
$225M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.62M+ 1051.77% |
$93.7M - $95.9M
|
1.78M
$103M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.27M+ 46.96% |
$73M - $74.8M
|
3.96M
$230M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
846K+ 66.89% |
$48.8M - $50M
|
2.11M
$123M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
839K+ 568.94% |
$48.4M - $49.6M
|
987K
$57.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
791K+ 372910.84% |
$45.6M - $46.7M
|
791K
$46M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
705K+ 6881.96% |
$40.7M - $41.7M
|
716K
$41.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
697K+ 8.83% |
$40.2M - $41.2M
|
8.59M
$500M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
624K+ 224.79% |
$36M - $36.9M
|
902K
$52.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
585KNew |
$33.7M - $34.6M
|
585K
$34M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
469K+ 152.65% |
$27M - $27.7M
|
776K
$45.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
447K+ 5984.34% |
$25.8M - $26.4M
|
454K
$26.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
414K+ 35.07% |
$23.9M - $24.4M
|
1.59M
$92.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
391K+ 4550.76% |
$22.6M - $23.1M
|
400K
$23.3M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
362KNew |
$20.9M - $21.4M
|
362K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
362K+ 7262.37% |
$20.8M - $21.4M
|
366K
$21.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
360KNew |
$20.8M - $21.3M
|
360K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
342KNew |
$19.7M - $20.2M
|
342K
$19.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
331K+ 21.73% |
$19.1M - $19.5M
|
1.85M
$108M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
300K+ 11.25% |
$17.3M - $17.7M
|
2.96M
$172M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
269K+ 5.11% |
$15.5M - $15.9M
|
5.54M
$322M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
247K+ 6300.0% |
$14.2M - $14.6M
|
250K
$14.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
220KNew |
$12.7M - $13M
|
220K
$12.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
214KNew |
$12.3M - $12.6M
|
214K
$12.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
213K+ 120.76% |
$12.3M - $12.6M
|
390K
$22.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
213K+ 126.11% |
$12.3M - $12.6M
|
381K
$22.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
211K+ 529.19% |
$12.2M - $12.5M
|
251K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
197K+ 0.64% |
$11.3M - $11.6M
|
31M
$1.8B
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
187K+ 487.96% |
$10.8M - $11M
|
225K
$13.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
186K+ 100.59% |
$10.7M - $11M
|
371K
$21.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
185K+ 633.63% |
$10.7M - $10.9M
|
214K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 12.16% |
$10.6M - $10.9M
|
1.7M
$98.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
166K+ 76.98% |
$9.57M - $9.8M
|
381K
$22.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
166K+ 61.28% |
$9.55M - $9.79M
|
436K
$25.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
163K+ 49.69% |
$9.41M - $9.64M
|
491K
$28.6M
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
158KNew |
$9.09M - $9.31M
|
158K
$9.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
157KNew |
$9.06M - $9.28M
|
157K
$9.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
156K+ 7345.45% |
$8.98M - $9.2M
|
158K
$9.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
150K+ 14988.7% |
$8.64M - $8.86M
|
151K
$8.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
138K+ 40.5% |
$7.98M - $8.18M
|
480K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
136K+ 9.03% |
$7.85M - $8.04M
|
1.64M
$95.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
132K+ 260.71% |
$7.62M - $7.81M
|
183K
$10.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
123K+ 19.82% |
$7.12M - $7.29M
|
746K
$43.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
122K+ 31.84% |
$7.03M - $7.2M
|
505K
$29.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
120K+ 216.52% |
$6.91M - $7.07M
|
175K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
116KNew |
$6.67M - $6.83M
|
116K
$6.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
111K+ 651.61% |
$6.42M - $6.58M
|
128K
$7.47M
|