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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-35.6K- 10.12% |
$2.04M - $2.06M
|
316K
$18.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.1K- 45.8% |
$2.08M - $2.09M
|
42.8K
$2.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-38.5K- 19.5% |
$2.21M - $2.23M
|
159K
$9.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-40.8K- 7.68% |
$2.35M - $2.36M
|
491K
$28.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-41K- 33.21% |
$2.36M - $2.37M
|
82.4K
$4.8M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-41.9K- 13.08% |
$2.41M - $2.42M
|
278K
$16.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.8K- 9.52% |
$2.46M - $2.48M
|
407K
$23.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-46.5K- 48.33% |
$2.67M - $2.69M
|
49.7K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-46.7K- 21.13% |
$2.69M - $2.71M
|
174K
$10.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-47.9K- 42.45% |
$2.75M - $2.77M
|
64.9K
$3.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-48.4K- 14.71% |
$2.78M - $2.8M
|
280K
$16.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-48.7K- 49.27% |
$2.8M - $2.82M
|
50.1K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-49.2K- 33.55% |
$2.83M - $2.85M
|
97.4K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-49.7K- 86.9% |
$2.86M - $2.88M
|
7.49K
$437K
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-51.1K- 14.71% |
$2.94M - $2.96M
|
296K
$17.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-52K- 5.4% |
$2.99M - $3.01M
|
910K
$53M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56.5K- 81.24% |
$3.25M - $3.27M
|
13.1K
$761K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-57.3K- 83.3% |
$3.29M - $3.32M
|
11.5K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-61.2K- 19.05% |
$3.52M - $3.55M
|
260K
$15.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-69.7K- 16.23% |
$4M - $4.04M
|
360K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-70.7K- 52.43% |
$4.06M - $4.09M
|
64.1K
$3.74M
|
|
|
Oct 23, 2023
Q3 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-72K- 5.98% |
$4.14M - $4.17M
|
1.13M
$66M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74.2K- 44.78% |
$4.27M - $4.3M
|
91.5K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-75.8K- 10.85% |
$4.36M - $4.39M
|
623K
$36.3M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-81.1K- 92.86% |
$4.66M - $4.7M
|
6.24K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-82K- 65.1% |
$4.71M - $4.75M
|
43.9K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-86K- 50.07% |
$4.94M - $4.98M
|
85.7K
$5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-88.4K- 16.45% |
$5.08M - $5.12M
|
449K
$26.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-90.4K- 30.05% |
$5.19M - $5.23M
|
210K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.4K- 9.31% |
$5.25M - $5.29M
|
890K
$51.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-91.6K- 1.41% |
$5.27M - $5.31M
|
6.41M
$373M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-101K- 24.1% |
$5.81M - $5.86M
|
319K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-102K- 96.2% |
$5.85M - $5.89M
|
4.02K
$234K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-103K- 21.33% |
$5.91M - $5.96M
|
380K
$22.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-108K- 19.58% |
$6.19M - $6.23M
|
442K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-127K- 40.36% |
$7.32M - $7.38M
|
188K
$11M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-131K- 3.43% |
$7.54M - $7.6M
|
3.69M
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 33.14% |
$8.18M - $8.24M
|
287K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-149K- 7.53% |
$8.57M - $8.64M
|
1.83M
$107M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-167K- 20.41% |
$9.59M - $9.66M
|
651K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-172K- 46.9% |
$9.9M - $9.98M
|
195K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-173K- 5.79% |
$9.93M - $10M
|
2.81M
$164M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-194K- 96.85% |
$11.2M - $11.2M
|
6.32K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-225K- 98.26% |
$12.9M - $13M
|
3.97K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-245K- 63.63% |
$14.1M - $14.2M
|
140K
$8.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-288K- 82.71% |
$16.5M - $16.7M
|
60.2K
$3.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-302K- 16.68% |
$17.4M - $17.5M
|
1.51M
$88M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-317K- 99.41% |
$18.2M - $18.3M
|
1.87K
$109K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-339K- 27.43% |
$19.5M - $19.6M
|
896K
$52.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-345K- 12.24% |
$19.8M - $20M
|
2.47M
$144M
|