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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.06K- 17.36% |
$60.9K - $61.4K
|
5.05K
$294K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 1.49% |
$62.4K - $62.9K
|
71.9K
$4.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 12.04% |
$64.7K - $65.1K
|
8.22K
$478K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.17K- 1.35% |
$67.1K - $67.6K
|
85.1K
$4.95M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-1.18K- 17.46% |
$67.9K - $68.4K
|
5.58K
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.29K- 1.97% |
$74K - $74.5K
|
64.1K
$3.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.38K- 5.91% |
$79.4K - $80K
|
22K
$1.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.39K- 9.88% |
$79.7K - $80.3K
|
12.7K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 17.9% |
$80.6K - $81.2K
|
6.43K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.43K- 2.98% |
$82.2K - $82.8K
|
46.6K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.46K- 11.31% |
$83.8K - $84.5K
|
11.4K
$666K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.49K- 4.25% |
$85.5K - $86.2K
|
33.5K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.51K- 7.9% |
$86.5K - $87.2K
|
17.5K
$1.02M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.55K- 3.55% |
$88.9K - $89.6K
|
42.1K
$2.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.61K- 28.95% |
$92.5K - $93.2K
|
3.95K
$230K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.64K- 32.01% |
$94.2K - $94.9K
|
3.48K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.65K- 10.9% |
$94.8K - $95.6K
|
13.5K
$784K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.65K- 0.54% |
$95.1K - $95.8K
|
302K
$17.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.7K- 4.3% |
$97.8K - $98.5K
|
37.9K
$2.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.88K- 53.7% |
$108K - $109K
|
1.62K
$94.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.96K- 8.45% |
$113K - $114K
|
21.3K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.98K- 1.84% |
$114K - $115K
|
106K
$6.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.98K- 5.67% |
$114K - $115K
|
33K
$1.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.03K- 25.74% |
$117K - $118K
|
5.86K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.04K- 10.64% |
$117K - $118K
|
17.1K
$996K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.1K- 30.55% |
$121K - $121K
|
4.77K
$277K
|
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.25K- 30.34% |
$129K - $130K
|
5.16K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.26K- 18.71% |
$130K - $131K
|
9.83K
$572K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.27K- 5.98% |
$131K - $132K
|
35.7K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.32K- 23.54% |
$133K - $134K
|
7.53K
$438K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 0.97% |
$133K - $134K
|
236K
$13.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-2.33K- 32.43% |
$134K - $135K
|
4.85K
$282K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2.39K- 1.27% |
$137K - $138K
|
186K
$10.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-2.4K- 3.86% |
$138K - $139K
|
59.8K
$3.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.49K- 1.26% |
$143K - $144K
|
196K
$11.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 4.69% |
$150K - $151K
|
53.1K
$3.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.75K- 10.38% |
$158K - $159K
|
23.7K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.78K- 5.3% |
$160K - $161K
|
49.7K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.78K- 2.01% |
$160K - $161K
|
136K
$7.91M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.78K- 44.49% |
$160K - $161K
|
3.47K
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.86K- 5.48% |
$164K - $165K
|
49.2K
$2.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.87K- 4.03% |
$165K - $166K
|
68.4K
$3.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.89K- 3.68% |
$166K - $167K
|
75.6K
$4.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.11K- 44.97% |
$179K - $180K
|
3.81K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.36K- 35.34% |
$193K - $194K
|
6.14K
$357K
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-3.42K- 62.33% |
$197K - $198K
|
2.07K
$120K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.45K- 29.33% |
$198K - $200K
|
8.31K
$483K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-3.5K- 34.86% |
$201K - $203K
|
6.55K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.51K- 7.15% |
$202K - $203K
|
45.6K
$2.65M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 33.25% |
$202K - $204K
|
7.07K
$411K
|