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 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16New |
$920 - $927
|
16
$932
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16+ 0.43% |
$920 - $927
|
3.75K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.87% |
$690 - $695
|
1.4K
$81.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
10+ 0.44% |
$575 - $579
|
2.29K
$133K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4+ 0.11% |
$230 - $232
|
3.51K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.4% |
$172 - $174
|
758
$44.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.91% |
$172 - $174
|
331
$19.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.06% |
$287 - $290
|
8.99K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-7- 30.43% |
$402 - $405
|
16
$932
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-8- 0.19% |
$460 - $463
|
4.2K
$244K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10- 1.71% |
$575 - $579
|
576
$33.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11- 1.28% |
$632 - $637
|
849
$49.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-17- 0.01% |
$977 - $984
|
122K
$7.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-19- 16.96% |
$1.09K - $1.1K
|
93
$5.42K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-21- 0.27% |
$1.21K - $1.22K
|
7.75K
$451K
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-22- 0.45% |
$1.26K - $1.27K
|
4.86K
$283K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-28- 0.52% |
$1.61K - $1.62K
|
5.32K
$310K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-32- 0.43% |
$1.84K - $1.85K
|
7.46K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-32- 4.75% |
$1.84K - $1.85K
|
641
$37.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-37- 0.18% |
$2.13K - $2.14K
|
20.1K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 3.24% |
$2.3K - $2.32K
|
1.19K
$69.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-42- 64.62% |
$2.41K - $2.43K
|
23
$1.34K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 3.82% |
$2.87K - $2.9K
|
1.26K
$73.3K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-56- 0.35% |
$3.22K - $3.24K
|
15.9K
$927K
|
|
|
Oct 27, 2023
Q3 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-79- 2.16% |
$4.54K - $4.57K
|
3.58K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-89- 0.17% |
$5.11K - $5.15K
|
51.8K
$3.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-102- 2.31% |
$5.86K - $5.91K
|
4.32K
$252K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-107- 0.07% |
$6.15K - $6.2K
|
143K
$8.32M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-118- 2.72% |
$6.78K - $6.83K
|
4.23K
$246K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-119- 0.63% |
$6.84K - $6.89K
|
18.7K
$1.09M
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-120- 0.21% |
$6.9K - $6.95K
|
57.6K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-120- 40.0% |
$6.9K - $6.95K
|
180
$10.5K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-121- 1.77% |
$6.95K - $7.01K
|
6.73K
$392K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-125- 0.14% |
$7.18K - $7.24K
|
91.5K
$5.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-128- 49.61% |
$7.36K - $7.41K
|
130
$7.58K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-139- 2.24% |
$7.99K - $8.05K
|
6.08K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-141Closed |
$8.1K - $8.17K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-143- 3.84% |
$8.22K - $8.28K
|
3.58K
$209K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-144- 0.66% |
$8.28K - $8.34K
|
21.8K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-144- 1.67% |
$8.28K - $8.34K
|
8.5K
$495K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-146- 86.39% |
$8.39K - $8.45K
|
23
$1.34K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-152- 0.08% |
$8.74K - $8.8K
|
180K
$10.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-154- 0.37% |
$8.85K - $8.92K
|
41.5K
$2.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-160- 0.09% |
$9.2K - $9.27K
|
169K
$9.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-170- 3.14% |
$9.77K - $9.84K
|
5.24K
$305K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-176- 2.64% |
$10.1K - $10.2K
|
6.5K
$379K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-176- 2.56% |
$10.1K - $10.2K
|
6.7K
$391K
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-179- 0.37% |
$10.3K - $10.4K
|
48.5K
$2.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 4.1% |
$11.5K - $11.6K
|
4.68K
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-204- 1.29% |
$11.7K - $11.8K
|
15.6K
$907K
|