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
|
Betterment LLC
New York, NY |
BUY
|
- |
6.84K+ 16.35% |
$393K - $396K
|
48.7K
$2.84M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.65KNew |
$382K - $385K
|
6.65K
$387K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.63KNew |
$381K - $384K
|
6.63K
$386K
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
6.57K+ 15.77% |
$377K - $380K
|
48.2K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.4K+ 48.47% |
$368K - $371K
|
19.6K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
6.31K+ 0.62% |
$363K - $365K
|
1.03M
$59.8M
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.87K+ 2.42% |
$337K - $340K
|
249K
$14.5M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
5.87KNew |
$337K - $340K
|
5.87K
$342K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5.77K+ 1.13% |
$332K - $334K
|
517K
$30.1M
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.73K+ 5.49% |
$329K - $332K
|
110K
$6.42M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.67K+ 3.4% |
$326K - $328K
|
172K
$10M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$324K - $326K
|
5.63K
$328K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.41K+ 84.34% |
$311K - $313K
|
11.8K
$689K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.39KNew |
$310K - $312K
|
5.39K
$314K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.21K+ 3.16% |
$299K - $302K
|
170K
$9.92M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.19K+ 13.49% |
$298K - $301K
|
43.7K
$2.55M
|
|
Oct 27, 2023
Q3 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
5.19K+ 1.19% |
$298K - $300K
|
440K
$25.7M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.07KNew |
$291K - $293K
|
5.07K
$295K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.96K+ 33.52% |
$285K - $287K
|
19.7K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.93K+ 10.53% |
$283K - $285K
|
51.8K
$3.02M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
4.91KNew |
$282K - $284K
|
4.91K
$286K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.67K+ 21.8% |
$268K - $270K
|
26.1K
$1.52M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.6K+ 3.89% |
$264K - $266K
|
123K
$7.15M
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
4.5KNew |
$259K - $261K
|
4.5K
$262K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
4.43K+ 12.27% |
$255K - $257K
|
40.5K
$2.36M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.34K+ 3.23% |
$249K - $251K
|
139K
$8.09M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.33K+ 11.21% |
$249K - $251K
|
43K
$2.5M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.15KNew |
$238K - $240K
|
4.15K
$242K
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.15KNew |
$238K - $240K
|
4.15K
$242K
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.14K+ 8.99% |
$238K - $240K
|
50.2K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.14KNew |
$238K - $239K
|
4.14K
$241K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.11K+ 24.83% |
$236K - $238K
|
20.7K
$1.2M
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
4.11K+ 2.05% |
$236K - $238K
|
204K
$11.9M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.03K+ 6.07% |
$232K - $234K
|
70.5K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.95K+ 23.19% |
$227K - $229K
|
21K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.9K+ 1.28% |
$224K - $226K
|
309K
$18M
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.88K+ 7.55% |
$223K - $225K
|
55.3K
$3.22M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.87KNew |
$223K - $224K
|
3.87K
$226K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.83K+ 60.08% |
$220K - $222K
|
10.2K
$595K
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.81K+ 28.77% |
$219K - $221K
|
17.1K
$994K
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.8KNew |
$218K - $220K
|
3.8K
$221K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.75K+ 237.34% |
$216K - $217K
|
5.33K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.72K+ 34.29% |
$214K - $215K
|
14.6K
$848K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$212K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$212K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.62KNew |
$208K - $210K
|
3.62K
$211K
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.6K+ 2.42% |
$207K - $208K
|
152K
$8.88M
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.54KNew |
$204K - $205K
|
3.54K
$206K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.5KNew |
$201K - $203K
|
3.5K
$204K
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.49K+ 6.1% |
$200K - $202K
|
60.6K
$3.53M
|