Purchases and Sales Made in Q4 2021 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.75K+ 129.27% |
$289K - $292K
|
8.43K
$491K
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
4.72K+ 76.97% |
$287K - $290K
|
10.8K
$632K
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$286K - $289K
|
4.71K
$275K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$286K - $289K
|
4.7K
$274K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.56KNew |
$277K - $280K
|
4.56K
$266K
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.55KNew |
$277K - $280K
|
4.55K
$266K
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
4.4KNew |
$268K - $271K
|
4.4K
$257K
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.4KNew |
$267K - $270K
|
4.4K
$257K
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.14KNew |
$251K - $254K
|
4.14K
$241K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.11KNew |
$250K - $253K
|
4.11K
$240K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.03K+ 82.67% |
$245K - $247K
|
8.9K
$519K
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.02K+ 7.8% |
$244K - $247K
|
55.5K
$3.24M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.01KNew |
$244K - $247K
|
4.01K
$234K
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.91KNew |
$238K - $240K
|
3.91K
$228K
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.9KNew |
$237K - $240K
|
3.9K
$227K
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.77KNew |
$229K - $232K
|
3.77K
$220K
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.77KNew |
$229K - $232K
|
3.77K
$220K
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.69K+ 0.84% |
$224K - $227K
|
444K
$25.9M
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.67KNew |
$223K - $226K
|
3.67K
$214K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.64K+ 4.42% |
$222K - $224K
|
86.1K
$5.02M
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.63K+ 7.28% |
$221K - $223K
|
53.5K
$3.12M
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.54KNew |
$215K - $217K
|
3.54K
$206K
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.51KNew |
$213K - $216K
|
3.51K
$205K
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.49KNew |
$212K - $214K
|
3.49K
$203K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.46KNew |
$210K - $212K
|
3.46K
$202K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.34KNew |
$203K - $205K
|
3.34K
$195K
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.27K+ 46.18% |
$199K - $201K
|
10.3K
$603K
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
3.15K+ 16.03% |
$192K - $194K
|
22.8K
$1.33M
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.12K+ 49.18% |
$190K - $192K
|
9.46K
$552K
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.06K+ 56.11% |
$186K - $188K
|
8.51K
$496K
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.99K+ 1.24% |
$182K - $184K
|
243K
$14.2M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.74K+ 9.57% |
$166K - $168K
|
31.3K
$1.83M
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.7K+ 14.21% |
$164K - $166K
|
21.7K
$1.27M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.65K+ 3.05% |
$161K - $163K
|
89.6K
$5.22M
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
2.56K+ 34.67% |
$155K - $157K
|
9.93K
$579K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
2.54K+ 20.8% |
$154K - $156K
|
14.8K
$860K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.54K+ 0.25% |
$154K - $156K
|
1.02M
$59.6M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.51K+ 12.08% |
$153K - $154K
|
23.3K
$1.36M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.5KNew |
$152K - $154K
|
2.5K
$146K
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
2.23K+ 42.35% |
$135K - $137K
|
7.48K
$436K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 29.84% |
$131K - $133K
|
9.41K
$549K
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.16K+ 22.0% |
$131K - $133K
|
12K
$699K
|
|
Feb 08, 2022
Q4 2021
|
Seizert Capital Partners, LLC
|
BUY
|
- |
2.11K+ 2.83% |
$128K - $130K
|
76.7K
$4.47M
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.98KNew |
$120K - $121K
|
1.98K
$115K
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.95K+ 13.1% |
$118K - $120K
|
16.8K
$980K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$111K - $112K
|
1.82K
$106K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.74K+ 17.06% |
$106K - $107K
|
11.9K
$696K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.61KNew |
$97.7K - $98.7K
|
1.61K
$93.7K
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
1.58K+ 1.09% |
$95.9K - $96.9K
|
146K
$8.53M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.58KNew |
$95.7K - $96.8K
|
1.58K
$91.8K
|