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
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
16K+ 30.61% |
$919K - $926K
|
68.2K
$3.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.4KNew |
$887K - $893K
|
15.4K
$899K
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.4K+ 76.43% |
$886K - $893K
|
35.6K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.3KNew |
$880K - $887K
|
15.3K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.7KNew |
$847K - $853K
|
14.7K
$858K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.6K+ 65.0% |
$840K - $847K
|
37.1K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 3.67% |
$832K - $838K
|
409K
$23.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.3KNew |
$823K - $830K
|
14.3K
$835K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
14.3K+ 4.67% |
$820K - $826K
|
320K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
14.2K+ 4.75% |
$819K - $825K
|
314K
$18.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
14KNew |
$803K - $809K
|
14K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
13.9K+ 4.69% |
$798K - $804K
|
310K
$18.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
13.9K+ 7.27% |
$796K - $802K
|
204K
$11.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
13.5K+ 0.84% |
$777K - $783K
|
1.62M
$94.7M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
13.1K+ 4.87% |
$751K - $756K
|
281K
$16.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
12.7K+ 5.68% |
$731K - $736K
|
237K
$13.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
12.7K+ 5.21% |
$727K - $733K
|
255K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.6KNew |
$726K - $731K
|
12.6K
$736K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
12.6K+ 2.47% |
$722K - $728K
|
521K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$720K - $725K
|
12.5K
$730K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
12.4K+ 12.82% |
$711K - $717K
|
109K
$6.34M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.7KNew |
$671K - $676K
|
11.7K
$681K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 55.15% |
$650K - $654K
|
31.8K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
11.2K+ 1.47% |
$643K - $648K
|
772K
$45M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10.6KNew |
$611K - $615K
|
10.6K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.6K+ 23.69% |
$611K - $615K
|
55.5K
$3.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
10.5KNew |
$601K - $605K
|
10.5K
$609K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.4K+ 41.16% |
$597K - $602K
|
35.6K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.3KNew |
$595K - $599K
|
10.3K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
10.3KNew |
$591K - $596K
|
10.3K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
10.3K+ 27.34% |
$591K - $595K
|
47.9K
$2.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
10.3KNew |
$590K - $594K
|
10.3K
$598K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
10.2K+ 42.93% |
$587K - $591K
|
34K
$1.98M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.2K+ 68.91% |
$586K - $590K
|
25K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.2K+ 3.03% |
$584K - $588K
|
345K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
9.51KNew |
$547K - $551K
|
9.51K
$554K
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
9.09KNew |
$522K - $526K
|
9.09K
$529K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.84K+ 3.57% |
$508K - $512K
|
257K
$15M
|
|
|
Nov 02, 2023
Q3 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.81K+ 12.99% |
$507K - $510K
|
76.7K
$4.47M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.71KNew |
$500K - $504K
|
8.71K
$507K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
8.7K+ 63.84% |
$500K - $504K
|
22.3K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
8.66K+ 7.64% |
$498K - $502K
|
122K
$7.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
8.36K+ 2.23% |
$480K - $484K
|
383K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.33K+ 155.76% |
$479K - $482K
|
13.7K
$797K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.11K+ 23.56% |
$466K - $469K
|
42.5K
$2.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.9KNew |
$454K - $457K
|
7.9K
$460K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
7.71K+ 119.84% |
$443K - $447K
|
14.1K
$824K
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
7.25K+ 65.73% |
$417K - $420K
|
18.3K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.19K+ 0.84% |
$413K - $416K
|
866K
$50.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
7.16K+ 33.66% |
$412K - $415K
|
28.4K
$1.66M
|