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 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.43K+ 31.78% |
$197K - $199K
|
14.2K
$829K
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.36K+ 15.53% |
$193K - $195K
|
25K
$1.46M
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.15K+ 14.36% |
$181K - $182K
|
25.1K
$1.46M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.13K+ 7.25% |
$180K - $181K
|
46.3K
$2.7M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.08KNew |
$177K - $179K
|
3.08K
$180K
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.01K+ 4.58% |
$173K - $174K
|
68.6K
$4M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.99K+ 63.56% |
$172K - $173K
|
7.7K
$449K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.96K+ 15.62% |
$170K - $171K
|
21.9K
$1.27M
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.95KNew |
$170K - $171K
|
2.95K
$172K
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.93K+ 2.26% |
$169K - $170K
|
132K
$7.72M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.8K+ 0.44% |
$161K - $162K
|
644K
$37.5M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.8K+ 27.72% |
$161K - $162K
|
12.9K
$750K
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2.71K+ 25.67% |
$156K - $157K
|
13.3K
$773K
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.65K+ 44.67% |
$153K - $154K
|
8.6K
$501K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.63KNew |
$151K - $152K
|
2.63K
$153K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.59K+ 6.79% |
$149K - $150K
|
40.8K
$2.38M
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.42K+ 15.72% |
$139K - $140K
|
17.8K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.29KNew |
$132K - $133K
|
2.29K
$133K
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 1.42% |
$130K - $131K
|
161K
$9.41M
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 1.93% |
$117K - $118K
|
108K
$6.27M
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.03K+ 9.09% |
$116K - $117K
|
24.3K
$1.42M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.01KNew |
$116K - $116K
|
2.01K
$117K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.01K+ 336.97% |
$115K - $116K
|
2.6K
$152K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
1.96K+ 88.94% |
$112K - $113K
|
4.15K
$242K
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.92K+ 1.01% |
$110K - $111K
|
192K
$11.2M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.91KNew |
$110K - $111K
|
1.91K
$111K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$109K - $109K
|
1.89K
$110K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.89K+ 13.72% |
$109K - $109K
|
15.7K
$912K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.83KNew |
$105K - $106K
|
1.83K
$107K
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 231.08% |
$104K - $105K
|
2.6K
$151K
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 10.72% |
$104K - $105K
|
18.6K
$1.09M
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.8K+ 3.43% |
$103K - $104K
|
54.1K
$3.15M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.77K+ 8.28% |
$101K - $102K
|
23.1K
$1.34M
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 3.42% |
$93.9K - $94.6K
|
49.4K
$2.88M
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 2551.61% |
$90.9K - $91.6K
|
1.64K
$95.8K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.57KNew |
$90.5K - $91.2K
|
1.57K
$91.7K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.52KNew |
$87.3K - $88K
|
1.52K
$88.5K
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.49K+ 1.47% |
$85.3K - $86K
|
103K
$5.99M
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.44K+ 1.25% |
$82.5K - $83.1K
|
116K
$6.78M
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
BUY
|
- |
1.29K+ 2.19% |
$73.8K - $74.4K
|
59.9K
$3.49M
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 26.65% |
$72.3K - $72.9K
|
5.98K
$348K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25K+ 6.64% |
$72K - $72.6K
|
20.1K
$1.17M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.25K+ 0.49% |
$71.8K - $72.3K
|
256K
$14.9M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.18K+ 8.16% |
$67.6K - $68.2K
|
15.6K
$909K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.12K+ 1.2% |
$64.6K - $65.1K
|
94.8K
$5.53M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
992+ 1.95% |
$57K - $57.4K
|
51.9K
$3.02M
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
962+ 4.16% |
$55.3K - $55.7K
|
24.1K
$1.4M
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
962+ 4.16% |
$55.3K - $55.7K
|
24.1K
$1.4M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
950+ 4.95% |
$54.6K - $55K
|
20.2K
$1.17M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
941New |
$54.1K - $54.5K
|
941
$54.8K
|