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 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
930+ 6.98% |
$53.4K - $53.9K
|
14.3K
$831K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
905+ 13.53% |
$52K - $52.4K
|
7.6K
$443K
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
900New |
$51.7K - $52.1K
|
900
$52.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
892+ 13.32% |
$51.3K - $51.7K
|
7.59K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
870+ 20.91% |
$50K - $50.4K
|
5.03K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
866+ 11.15% |
$49.8K - $50.2K
|
8.63K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
863+ 1.05% |
$49.6K - $50K
|
83.4K
$4.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
862+ 2.33% |
$49.5K - $49.9K
|
37.9K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
853+ 6.5% |
$49K - $49.4K
|
14K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
853+ 1.75% |
$49K - $49.4K
|
49.5K
$2.89M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
771New |
$44.3K - $44.6K
|
771
$44.9K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
740+ 1.11% |
$42.5K - $42.9K
|
67.2K
$3.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
739+ 11.28% |
$42.5K - $42.8K
|
7.29K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
686+ 13.65% |
$39.4K - $39.7K
|
5.71K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
685+ 17.4% |
$39.4K - $39.7K
|
4.62K
$269K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
684+ 2.23% |
$39.3K - $39.6K
|
31.4K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
645+ 1.79% |
$37.1K - $37.4K
|
36.7K
$2.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
635+ 1.02% |
$36.5K - $36.8K
|
62.6K
$3.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
625New |
$35.9K - $36.2K
|
625
$36.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
602+ 3.59% |
$34.6K - $34.9K
|
17.4K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
595New |
$34.2K - $34.5K
|
595
$34.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
562+ 1.83% |
$32.3K - $32.5K
|
31.3K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
555+ 2.97% |
$31.9K - $32.1K
|
19.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
553+ 4.87% |
$31.8K - $32K
|
11.9K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
549+ 8.71% |
$31.6K - $31.8K
|
6.85K
$399K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
539+ 1.54% |
$31K - $31.2K
|
35.5K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
527+ 3.12% |
$30.3K - $30.5K
|
17.4K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
494+ 0.84% |
$28.4K - $28.6K
|
59.1K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
489+ 134.71% |
$28.1K - $28.3K
|
852
$49.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
462+ 48.58% |
$26.6K - $26.8K
|
1.41K
$82.3K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
460+ 1.0% |
$26.4K - $26.6K
|
46.3K
$2.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
452+ 6.39% |
$26K - $26.2K
|
7.53K
$439K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
450+ 2.05% |
$25.9K - $26.1K
|
22.4K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
443+ 105.48% |
$25.5K - $25.7K
|
863
$50.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Barton Investment Management
|
BUY
|
- |
432+ 2.25% |
$24.8K - $25K
|
19.6K
$1.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
409+ 127.81% |
$23.5K - $23.7K
|
729
$42.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
400+ 10.8% |
$23K - $23.2K
|
4.1K
$239K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 80.0% |
$23K - $23.2K
|
900
$52.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
398+ 0.53% |
$22.9K - $23K
|
74.8K
$4.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
379+ 15.94% |
$21.8K - $21.9K
|
2.76K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
377+ 1.32% |
$21.7K - $21.8K
|
29K
$1.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
372+ 1.17% |
$21.4K - $21.5K
|
32.2K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
363+ 0.41% |
$20.9K - $21K
|
89.3K
$5.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
347+ 9.25% |
$19.9K - $20.1K
|
4.1K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
341New |
$19.6K - $19.7K
|
341
$19.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
315+ 12.98% |
$18.1K - $18.2K
|
2.74K
$160K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
280+ 24.89% |
$16.1K - $16.2K
|
1.41K
$81.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
276+ 0.87% |
$15.9K - $16K
|
32.1K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
267+ 0.12% |
$15.3K - $15.5K
|
223K
$13M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
263+ 4.99% |
$15.1K - $15.2K
|
5.53K
$322K
|