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 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
243+ 3.31% |
$14K - $14.1K
|
7.58K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
235+ 1.27% |
$13.5K - $13.6K
|
18.8K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
230+ 4.23% |
$13.2K - $13.3K
|
5.66K
$330K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
211New |
$12.1K - $12.2K
|
211
$12.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
207+ 3.88% |
$11.9K - $12K
|
5.54K
$323K
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
203+ 0.12% |
$11.7K - $11.8K
|
165K
$9.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
201+ 0.13% |
$11.6K - $11.6K
|
152K
$8.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
200+ 4.1% |
$11.5K - $11.6K
|
5.08K
$296K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
182+ 233.33% |
$10.5K - $10.5K
|
260
$15.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
172+ 4.8% |
$9.88K - $9.96K
|
3.76K
$219K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
171New |
$9.83K - $9.9K
|
171
$9.96K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
163+ 0.86% |
$9.37K - $9.44K
|
19.2K
$1.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
159+ 4.17% |
$9.14K - $9.21K
|
3.98K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
152+ 3.28% |
$8.74K - $8.8K
|
4.78K
$279K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
149+ 0.95% |
$8.56K - $8.63K
|
15.8K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
140+ 16.47% |
$8.05K - $8.11K
|
990
$57.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
121New |
$6.95K - $7.01K
|
121
$7.05K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
115+ 3.19% |
$6.61K - $6.66K
|
3.72K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
110+ 0.42% |
$6.32K - $6.37K
|
26K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
106+ 0.28% |
$6.09K - $6.14K
|
38.3K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101+ 1.34% |
$5.8K - $5.85K
|
7.66K
$446K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
95+ 1.54% |
$5.46K - $5.5K
|
6.28K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
94+ 1.42% |
$5.4K - $5.44K
|
6.73K
$392K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
94New |
$5.4K - $5.44K
|
94
$5.48K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
84+ 0.87% |
$4.83K - $4.86K
|
9.74K
$567K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
78+ 3.74% |
$4.48K - $4.52K
|
2.16K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$4.37K - $4.4K
|
76
$4.43K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
75+ 0.63% |
$4.31K - $4.34K
|
11.9K
$695K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
70+ 0.63% |
$4.02K - $4.05K
|
11.2K
$653K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
69+ 0.44% |
$3.97K - $4K
|
15.7K
$913K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
58+ 0.39% |
$3.33K - $3.36K
|
14.9K
$866K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
56+ 0.88% |
$3.22K - $3.24K
|
6.46K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
55+ 1.16% |
$3.16K - $3.19K
|
4.79K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
53+ 0.88% |
$3.05K - $3.07K
|
6.11K
$356K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
47New |
$2.7K - $2.72K
|
47
$2.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
45+ 0.39% |
$2.59K - $2.61K
|
11.6K
$674K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
42+ 0.04% |
$2.41K - $2.43K
|
106K
$6.17M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
41+ 0.75% |
$2.36K - $2.37K
|
5.49K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40+ 0.67% |
$2.3K - $2.32K
|
6.01K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
40+ 1.03% |
$2.3K - $2.32K
|
3.94K
$229K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
40+ 1.1% |
$2.3K - $2.32K
|
3.67K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
34+ 0.86% |
$1.95K - $1.97K
|
4K
$233K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32New |
$1.84K - $1.85K
|
32
$1.86K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
31+ 0.8% |
$1.78K - $1.8K
|
3.89K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 16.67% |
$1.32K - $1.33K
|
161
$9.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 0.53% |
$1.32K - $1.33K
|
4.37K
$255K
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
21+ 0.59% |
$1.21K - $1.22K
|
3.6K
$209K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.43% |
$1.15K - $1.16K
|
4.66K
$271K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.71% |
$977 - $984
|
2.42K
$141K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
17+ 0.12% |
$977 - $984
|
14.8K
$862K
|