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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-346K- 98.93% |
$19.9M - $20.1M
|
3.74K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-352K- 42.39% |
$20.2M - $20.4M
|
478K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-358K- 26.52% |
$20.6M - $20.7M
|
992K
$57.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-361K- 8.57% |
$20.8M - $20.9M
|
3.85M
$225M
|
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-362K- 34.64% |
$20.8M - $21M
|
683K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-444K- 44.27% |
$25.5M - $25.7M
|
559K
$32.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-512K- 98.79% |
$29.4M - $29.7M
|
6.3K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-518K- 57.34% |
$29.8M - $30M
|
385K
$22.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-572K- 16.7% |
$32.9M - $33.1M
|
2.85M
$166M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-759K- 84.9% |
$43.6M - $44M
|
135K
$7.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-778K- 28.8% |
$44.7M - $45M
|
1.92M
$112M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-935K- 97.72% |
$53.7M - $54.1M
|
21.8K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.25M- 80.84% |
$71.7M - $72.3M
|
296K
$17.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69M- 8.26% |
$97.3M - $98.1M
|
18.8M
$1.1B
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.76M- 23.38% |
$101M - $102M
|
5.77M
$336M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.34M- 45.89% |
$192M - $194M
|
3.94M
$230M
|