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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
102K+ 89.8% |
$5.84M - $5.88M
|
215K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
99.4KNew |
$5.71M - $5.76M
|
99.4K
$5.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97.3K+ 4.59% |
$5.59M - $5.64M
|
2.22M
$129M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
97.1KNew |
$5.58M - $5.63M
|
97.1K
$5.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
95.3K+ 12.2% |
$5.48M - $5.52M
|
876K
$51.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90.8KNew |
$5.22M - $5.26M
|
90.8K
$5.29M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
90.7K+ 73.63% |
$5.21M - $5.25M
|
214K
$12.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
87.7K+ 23.88% |
$5.04M - $5.08M
|
455K
$26.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
85.7K+ 4.91% |
$4.93M - $4.96M
|
1.83M
$107M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
80.6K+ 465.39% |
$4.63M - $4.67M
|
97.9K
$5.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
75.1K+ 11.87% |
$4.32M - $4.35M
|
708K
$41.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
73.8K+ 11.89% |
$4.24M - $4.27M
|
694K
$40.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
73.3K+ 54.99% |
$4.22M - $4.25M
|
207K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
69.8K+ 64.94% |
$4.01M - $4.04M
|
177K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
69.5K+ 1.56% |
$4M - $4.03M
|
4.51M
$263M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
69.2K+ 174.15% |
$3.98M - $4.01M
|
109K
$6.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69K+ 219.19% |
$3.96M - $3.99M
|
100K
$5.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
67.2KNew |
$3.86M - $3.89M
|
67.2K
$3.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
67.1KNew |
$3.85M - $3.88M
|
67.1K
$3.91M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
62K+ 6.24% |
$3.57M - $3.59M
|
1.06M
$61.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
60.3K+ 3.82% |
$3.46M - $3.49M
|
1.64M
$95.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
56.3K+ 670.13% |
$3.23M - $3.26M
|
64.7K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
55.9K+ 20.15% |
$3.21M - $3.24M
|
334K
$19.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
52.6K+ 16.71% |
$3.02M - $3.05M
|
368K
$21.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.2K+ 11.12% |
$3M - $3.02M
|
521K
$30.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
52.1K+ 13.39% |
$3M - $3.02M
|
441K
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
51KNew |
$2.93M - $2.95M
|
51K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
49.3K+ 121.87% |
$2.83M - $2.85M
|
89.7K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49K+ 85.65% |
$2.82M - $2.84M
|
106K
$6.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
48.8K+ 24.53% |
$2.81M - $2.83M
|
248K
$14.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
48.1KNew |
$2.77M - $2.79M
|
48.1K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
47.6K+ 165.38% |
$2.73M - $2.75M
|
76.3K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
47.2K+ 24.02% |
$2.71M - $2.73M
|
243K
$14.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46.9K+ 140.26% |
$2.7M - $2.72M
|
80.4K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.7K+ 46.59% |
$2.51M - $2.53M
|
138K
$8.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.4K+ 29.84% |
$2.27M - $2.28M
|
172K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
38K+ 238.31% |
$2.18M - $2.2M
|
53.9K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
38K+ 665.88% |
$2.18M - $2.2M
|
43.7K
$2.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.9K+ 61.85% |
$2.18M - $2.19M
|
99.1K
$5.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37.5KNew |
$2.15M - $2.17M
|
37.5K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
37.2K+ 51.09% |
$2.14M - $2.15M
|
110K
$6.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
36.6KNew |
$2.1M - $2.12M
|
36.6K
$2.13M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36.3K+ 7.91% |
$2.09M - $2.1M
|
495K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.6K+ 165.02% |
$2.05M - $2.06M
|
57.2K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35.4K+ 13.03% |
$2.03M - $2.05M
|
307K
$17.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Shah Capital Management
|
BUY
|
- |
35K+ 16.97% |
$2.01M - $2.03M
|
241K
$14.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
34.5K+ 989.96% |
$1.98M - $2M
|
38K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
34K+ 20.41% |
$1.95M - $1.97M
|
200K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
33.9KNew |
$1.95M - $1.96M
|
33.9K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33.7K+ 18.64% |
$1.94M - $1.95M
|
215K
$12.5M
|