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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
217+ 4.99% |
$13.2K - $13.3K
|
4.56K
$265K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
210+ 0.64% |
$12.8K - $12.9K
|
33.1K
$1.92M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
207+ 7.58% |
$12.6K - $12.7K
|
2.94K
$171K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
174New |
$10.6K - $10.7K
|
174
$10.1K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
151New |
$9.18K - $9.28K
|
151
$8.77K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
150New |
$9.12K - $9.21K
|
150
$8.71K
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
141New |
$8.57K - $8.66K
|
141
$8.19K
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
126+ 1.02% |
$7.66K - $7.74K
|
12.4K
$722K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94New |
$5.71K - $5.77K
|
94
$5.46K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
85+ 0.14% |
$5.17K - $5.22K
|
61.1K
$3.55M
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
84New |
$5.11K - $5.16K
|
84
$4.88K
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
57New |
$3.47K - $3.5K
|
57
$3.31K
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
56+ 0.27% |
$3.4K - $3.44K
|
20.7K
$1.2M
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
53New |
$3.22K - $3.26K
|
53
$3.08K
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
46New |
$2.8K - $2.83K
|
46
$2.67K
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
43+ 0.05% |
$2.61K - $2.64K
|
80.2K
$4.66M
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
39+ 0.41% |
$2.37K - $2.4K
|
9.6K
$558K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
32+ 1.63% |
$1.95K - $1.97K
|
1.99K
$116K
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.42% |
$1.64K - $1.66K
|
6.49K
$377K
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
27+ 0.64% |
$1.64K - $1.66K
|
4.27K
$248K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
26+ 0.4% |
$1.58K - $1.6K
|
6.59K
$383K
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
21+ 0.42% |
$1.28K - $1.29K
|
4.99K
$290K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$1.09K - $1.11K
|
18
$1.05K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6+ 0.09% |
$365 - $369
|
6.46K
$375K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5New |
$304 - $307
|
5
$290
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.4% |
$243 - $246
|
994
$57.7K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1+ 0.06% |
$60.8 - $61.4
|
1.74K
$101K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-8Closed |
$486 - $491
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 0.22% |
$608 - $614
|
4.62K
$269K
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-10- 0.2% |
$608 - $614
|
4.92K
$286K
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
SELL
|
- |
-12- 0.02% |
$729 - $737
|
68.3K
$3.97M
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13- 31.71% |
$790 - $799
|
28
$1.63K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-27- 6.43% |
$1.64K - $1.66K
|
393
$22.8K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35- 20.59% |
$2.13K - $2.15K
|
135
$7.84K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-35- 16.91% |
$2.13K - $2.15K
|
172
$9.99K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-37- 3.31% |
$2.25K - $2.27K
|
1.08K
$62.7K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-37- 0.64% |
$2.25K - $2.27K
|
5.72K
$332K
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-50- 0.74% |
$3.04K - $3.07K
|
6.75K
$392K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-50- 0.92% |
$3.04K - $3.07K
|
5.4K
$314K
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-62Closed |
$3.77K - $3.81K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-80- 4.85% |
$4.86K - $4.91K
|
1.57K
$91.2K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-81Closed |
$4.92K - $4.98K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-90- 0.63% |
$5.47K - $5.53K
|
14.1K
$819K
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-91- 1.94% |
$5.53K - $5.59K
|
4.61K
$268K
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-114- 1.2% |
$6.93K - $7K
|
9.38K
$545K
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-115- 1.97% |
$6.99K - $7.06K
|
5.74K
$333K
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-117- 0.5% |
$7.11K - $7.19K
|
23.3K
$1.36M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-119- 1.8% |
$7.23K - $7.31K
|
6.49K
$377K
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-123- 2.59% |
$7.48K - $7.56K
|
4.62K
$268K
|