Purchases and Sales Made in Q3 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.91M+ 16.35% |
$455M - $458M
|
56.3M
$3.28B
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.91MNew |
$110M - $111M
|
1.91M
$112M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.47M+ 2152.29% |
$84.7M - $85.3M
|
1.54M
$89.8M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.08M+ 29.64% |
$62.3M - $62.8M
|
4.74M
$276M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
1.02M+ 549.59% |
$58.4M - $58.8M
|
1.2M
$70M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
959K+ 31.41% |
$55.1M - $55.6M
|
4.01M
$234M
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
930K+ 348.21% |
$53.4M - $53.8M
|
1.2M
$69.7M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
767K+ 412373.12% |
$44.1M - $44.4M
|
767K
$44.7M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
748KNew |
$43M - $43.3M
|
748K
$43.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
613K+ 65.31% |
$35.2M - $35.5M
|
1.55M
$90.4M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
588K+ 4662.67% |
$33.8M - $34M
|
600K
$35M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
584K+ 19.64% |
$33.6M - $33.8M
|
3.56M
$207M
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
556K+ 39.1% |
$32M - $32.2M
|
1.98M
$115M
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
468KNew |
$26.9M - $27.1M
|
468K
$27.3M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
456K+ 121.7% |
$26.2M - $26.4M
|
831K
$48.4M
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
437KNew |
$25.1M - $25.3M
|
437K
$25.5M
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
411K+ 4063.48% |
$23.6M - $23.8M
|
421K
$24.5M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
369K+ 67.5% |
$21.2M - $21.4M
|
917K
$53.4M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
342K+ 7.78% |
$19.7M - $19.8M
|
4.74M
$276M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
316K+ 8647.78% |
$18.1M - $18.3M
|
319K
$18.6M
|
|
Nov 13, 2023
Q3 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
313KNew |
$18M - $18.2M
|
313K
$18.3M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
303K+ 31.42% |
$17.4M - $17.5M
|
1.27M
$73.7M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
279K+ 17.34% |
$16M - $16.1M
|
1.89M
$110M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
263K+ 20.41% |
$15.1M - $15.3M
|
1.55M
$90.5M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
229KNew |
$13.2M - $13.3M
|
229K
$13.3M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
220K+ 13.01% |
$12.7M - $12.7M
|
1.91M
$111M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
208K+ 2919.94% |
$11.9M - $12M
|
215K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
191K+ 193241.41% |
$11M - $11.1M
|
191K
$11.2M
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
191K+ 93.54% |
$11M - $11M
|
394K
$23M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
189K+ 11.53% |
$10.9M - $11M
|
1.83M
$107M
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
176KNew |
$10.1M - $10.2M
|
176K
$10.3M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
168KNew |
$9.65M - $9.73M
|
168K
$9.79M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
168KNew |
$9.65M - $9.72M
|
168K
$9.78M
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
163K+ 97.69% |
$9.34M - $9.41M
|
329K
$19.2M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
160K+ 4.82% |
$9.22M - $9.29M
|
3.49M
$203M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
159KNew |
$9.12M - $9.19M
|
159K
$9.25M
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
147K+ 22.5% |
$8.42M - $8.48M
|
798K
$46.5M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
144K+ 10.35% |
$8.26M - $8.33M
|
1.53M
$89.4M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
141K+ 29.45% |
$8.11M - $8.17M
|
620K
$36.2M
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
131K+ 211.03% |
$7.55M - $7.61M
|
194K
$11.3M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
125KNew |
$7.21M - $7.27M
|
125K
$7.31M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
114K+ 83.6% |
$6.53M - $6.58M
|
250K
$14.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
113KNew |
$6.5M - $6.55M
|
113K
$6.59M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
112K+ 13.21% |
$6.46M - $6.51M
|
964K
$56.1M
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
111K+ 237.85% |
$6.4M - $6.45M
|
158K
$9.22M
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
107KNew |
$6.17M - $6.22M
|
107K
$6.25M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
105KNew |
$6.03M - $6.08M
|
105K
$6.12M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
105KNew |
$6.02M - $6.07M
|
105K
$6.1M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
103KNew |
$5.93M - $5.98M
|
103K
$6.01M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
102K+ 70.66% |
$5.87M - $5.92M
|
247K
$14.4M
|