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 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10.2K- 64.68% |
$585K - $590K
|
5.56K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-10.7K- 24.42% |
$613K - $618K
|
33K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.5K- 24.06% |
$660K - $665K
|
36.2K
$2.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-11.5K- 95.77% |
$661K - $666K
|
508
$29.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 70.32% |
$674K - $679K
|
4.95K
$288K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-11.7K- 40.02% |
$675K - $680K
|
17.6K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-11.9K- 19.19% |
$686K - $692K
|
50.3K
$2.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12K- 64.27% |
$688K - $693K
|
6.66K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-12.2K- 18.88% |
$703K - $708K
|
52.5K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.6K- 9.72% |
$722K - $727K
|
117K
$6.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-12.9K- 7.79% |
$742K - $748K
|
153K
$8.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.1K- 48.55% |
$754K - $760K
|
13.9K
$810K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.5K- 10.96% |
$774K - $780K
|
109K
$6.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-13.8K- 9.37% |
$794K - $800K
|
134K
$7.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Alta Advisers LTD
|
SELL
|
- |
-13.9K- 1.99% |
$797K - $804K
|
682K
$39.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14.1K- 64.38% |
$810K - $817K
|
7.8K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.5K- 30.53% |
$890K - $897K
|
35.2K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-15.7K- 81.67% |
$905K - $912K
|
3.53K
$206K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-15.9K- 12.5% |
$915K - $922K
|
111K
$6.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-16.2K- 8.16% |
$930K - $937K
|
182K
$10.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-16.7K- 74.41% |
$959K - $966K
|
5.74K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.4K- 0.71% |
$1M - $1.01M
|
2.45M
$143M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-18.8K- 27.56% |
$1.08M - $1.09M
|
49.5K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-19K- 8.59% |
$1.09M - $1.1M
|
203K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-19.8K- 16.26% |
$1.14M - $1.15M
|
102K
$5.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20.1K- 6.93% |
$1.16M - $1.17M
|
270K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-20.4K- 10.39% |
$1.17M - $1.18M
|
176K
$10.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-20.4K- 32.53% |
$1.17M - $1.18M
|
42.3K
$2.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-20.7K- 41.11% |
$1.19M - $1.2M
|
29.7K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 44.17% |
$1.19M - $1.2M
|
26.3K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-20.9K- 19.04% |
$1.2M - $1.21M
|
88.9K
$5.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21K- 99.06% |
$1.2M - $1.21M
|
198
$11.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-21K- 25.96% |
$1.21M - $1.22M
|
59.9K
$3.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-23.1K- 80.14% |
$1.33M - $1.34M
|
5.73K
$334K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-23.6K- 58.76% |
$1.36M - $1.37M
|
16.6K
$966K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-23.8K- 46.56% |
$1.37M - $1.38M
|
27.4K
$1.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-23.9K- 5.14% |
$1.37M - $1.38M
|
440K
$25.6M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-24.8K- 30.15% |
$1.42M - $1.43M
|
57.4K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25.3K- 3.01% |
$1.45M - $1.46M
|
816K
$47.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 13.99% |
$1.46M - $1.47M
|
156K
$9.08M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.8K- 80.41% |
$1.48M - $1.49M
|
6.27K
$365K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-26.2K- 77.78% |
$1.51M - $1.52M
|
7.49K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.2K- 24.92% |
$1.62M - $1.63M
|
84.8K
$4.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.7K- 18.61% |
$1.65M - $1.66M
|
126K
$7.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-29.4K- 9.58% |
$1.69M - $1.7M
|
277K
$16.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-29.7K- 12.74% |
$1.7M - $1.72M
|
203K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-30.2K- 65.06% |
$1.73M - $1.75M
|
16.2K
$944K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-31.7K- 14.48% |
$1.82M - $1.83M
|
187K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-33K- 7.12% |
$1.9M - $1.91M
|
431K
$25.1M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-33.4K- 10.36% |
$1.92M - $1.93M
|
289K
$16.8M
|