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
|
Hamilton Wealth, LLC
|
BUY
|
- |
33.5K+ 615.76% |
$1.92M - $1.94M
|
38.9K
$2.27M
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
33.3K+ 175.85% |
$1.91M - $1.93M
|
52.2K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
32.7K+ 24.58% |
$1.88M - $1.89M
|
166K
$9.65M
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
32.5K+ 6.32% |
$1.87M - $1.88M
|
546K
$31.8M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.5K+ 4.22% |
$1.87M - $1.88M
|
802K
$46.7M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
31K+ 5.42% |
$1.78M - $1.79M
|
603K
$35.1M
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
30.6K+ 47.42% |
$1.76M - $1.77M
|
95K
$5.54M
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
30.4K+ 2.84% |
$1.75M - $1.76M
|
1.1M
$64.1M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30.3K+ 61.59% |
$1.74M - $1.76M
|
79.6K
$4.64M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.7K+ 14.19% |
$1.71M - $1.72M
|
239K
$13.9M
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
29.2K+ 4.51% |
$1.68M - $1.69M
|
677K
$39.4M
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28.9KNew |
$1.66M - $1.67M
|
28.9K
$1.68M
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
28.6K+ 619.61% |
$1.64M - $1.66M
|
33.2K
$1.94M
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
27.9K+ 3184.57% |
$1.6M - $1.61M
|
28.7K
$1.67M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.2K+ 48.15% |
$1.56M - $1.58M
|
83.7K
$4.88M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.1K+ 5.69% |
$1.56M - $1.57M
|
504K
$29.4M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
26.5KNew |
$1.52M - $1.53M
|
26.5K
$1.54M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
26K+ 15.4% |
$1.5M - $1.51M
|
195K
$11.4M
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
25.1K+ 6.62% |
$1.44M - $1.45M
|
404K
$23.6M
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
24.5K+ 4.36% |
$1.41M - $1.42M
|
587K
$34.2M
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
24.2K+ 502.93% |
$1.39M - $1.4M
|
29K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
24.1K+ 4.05% |
$1.39M - $1.4M
|
620K
$36.1M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
23.6K+ 10.26% |
$1.36M - $1.37M
|
254K
$14.8M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
23.3K+ 21.94% |
$1.34M - $1.35M
|
130K
$7.56M
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
23.3K+ 308.9% |
$1.34M - $1.35M
|
30.8K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
23.1K+ 25.74% |
$1.33M - $1.34M
|
113K
$6.58M
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
23.1K+ 4.42% |
$1.33M - $1.34M
|
546K
$31.8M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22.2K+ 104.58% |
$1.28M - $1.29M
|
43.4K
$2.53M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.2K+ 11.61% |
$1.27M - $1.28M
|
213K
$12.4M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.8K+ 38.81% |
$1.25M - $1.26M
|
77.9K
$4.54M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
21.7K+ 5.93% |
$1.24M - $1.25M
|
387K
$22.6M
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
21.6K+ 32.5% |
$1.24M - $1.25M
|
88.1K
$5.14M
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
21.5KNew |
$1.23M - $1.24M
|
21.5K
$1.25M
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
21.1K+ 20.28% |
$1.21M - $1.22M
|
125K
$7.29M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
21K+ 1.04% |
$1.21M - $1.21M
|
2.04M
$119M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
19.9K+ 34.69% |
$1.14M - $1.15M
|
77.2K
$4.5M
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19.9K+ 5.17% |
$1.14M - $1.15M
|
405K
$23.6M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 112.57% |
$1.13M - $1.14M
|
37.2K
$2.17M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
19.3K+ 100.01% |
$1.11M - $1.12M
|
38.5K
$2.24M
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
19.1K+ 5.16% |
$1.1M - $1.11M
|
389K
$22.7M
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19K+ 431.91% |
$1.09M - $1.1M
|
23.4K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.6K+ 53.57% |
$1.07M - $1.08M
|
53.2K
$3.1M
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
18.5KNew |
$1.06M - $1.07M
|
18.5K
$1.08M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.4KNew |
$1.06M - $1.07M
|
18.4K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18.1KNew |
$1.04M - $1.05M
|
18.1K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.7K+ 111.46% |
$1.02M - $1.03M
|
33.6K
$1.96M
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
17.2K+ 3.68% |
$989K - $997K
|
485K
$28.3M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
16.9K+ 90.62% |
$969K - $976K
|
35.5K
$2.07M
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
16.7K+ 2.13% |
$958K - $966K
|
801K
$46.7M
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
16.5K+ 16.21% |
$948K - $955K
|
118K
$6.89M
|