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 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-140- 2.61% |
$8.51K - $8.6K
|
5.23K
$304K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-140- 2.58% |
$8.51K - $8.6K
|
5.28K
$307K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-169- 0.74% |
$10.3K - $10.4K
|
22.7K
$1.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-175- 4.36% |
$10.6K - $10.8K
|
3.84K
$223K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-178- 5.03% |
$10.8K - $10.9K
|
3.36K
$195K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-199- 54.97% |
$12.1K - $12.2K
|
163
$9.47K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-227- 1.83% |
$13.8K - $13.9K
|
12.2K
$708K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-233- 1.41% |
$14.2K - $14.3K
|
16.2K
$943K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-240- 4.73% |
$14.6K - $14.7K
|
4.83K
$281K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-242- 5.89% |
$14.7K - $14.9K
|
3.87K
$225K
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-257- 5.14% |
$15.6K - $15.8K
|
4.75K
$276K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-267- 2.83% |
$16.2K - $16.4K
|
9.17K
$533K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-288- 0.44% |
$17.5K - $17.7K
|
64.8K
$3.76M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-314- 6.58% |
$19.1K - $19.3K
|
4.46K
$259K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-316- 13.12% |
$19.2K - $19.4K
|
2.09K
$122K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-323Closed |
$19.6K - $19.8K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-324- 8.26% |
$19.7K - $19.9K
|
3.6K
$209K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-348- 2.03% |
$21.2K - $21.4K
|
16.8K
$973K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-357- 8.21% |
$21.7K - $21.9K
|
3.99K
$232K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-366Closed |
$22.2K - $22.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-385- 2.62% |
$23.4K - $23.7K
|
14.3K
$832K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-388- 36.23% |
$23.6K - $23.8K
|
683
$39.7K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-465- 0.19% |
$28.3K - $28.6K
|
242K
$14.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-508- 33.89% |
$30.9K - $31.2K
|
991
$57.6K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-545- 6.89% |
$33.1K - $33.5K
|
7.36K
$428K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-571- 14.04% |
$34.7K - $35.1K
|
3.5K
$203K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-627- 20.05% |
$38.1K - $38.5K
|
2.5K
$145K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-635- 15.56% |
$38.6K - $39K
|
3.45K
$200K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-646- 4.95% |
$39.3K - $39.7K
|
12.4K
$720K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-650- 11.66% |
$39.5K - $39.9K
|
4.93K
$286K
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-654- 4.74% |
$39.8K - $40.2K
|
13.1K
$763K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-664- 7.22% |
$40.4K - $40.8K
|
8.53K
$496K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-675- 8.68% |
$41K - $41.5K
|
7.1K
$413K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-700- 1.06% |
$42.6K - $43K
|
65.4K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-741- 0.05% |
$45K - $45.5K
|
1.43M
$82.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-821- 5.97% |
$49.9K - $50.4K
|
12.9K
$752K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-822Closed |
$50K - $50.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-825- 66.0% |
$50.2K - $50.7K
|
425
$24.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-833- 6.2% |
$50.6K - $51.2K
|
12.6K
$731K
|
|
|
Feb 01, 2022
Q4 2021
|
Defender Capital, Llc.
|
SELL
|
- |
-861- 0.12% |
$52.3K - $52.9K
|
714K
$41.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-876- 4.05% |
$53.3K - $53.8K
|
20.8K
$1.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-900- 4.0% |
$54.7K - $55.3K
|
21.6K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-948Closed |
$57.6K - $58.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-959Closed |
$58.3K - $58.9K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
SELL
|
- |
-1.1K- 20.66% |
$67.1K - $67.8K
|
4.24K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-1.14K- 4.55% |
$69.3K - $70K
|
23.9K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.15K- 35.11% |
$69.9K - $70.6K
|
2.13K
$123K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-1.24K- 18.18% |
$75.4K - $76.2K
|
5.59K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.35K- 7.89% |
$82.2K - $83.1K
|
15.8K
$918K
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.4K- 5.48% |
$85K - $85.9K
|
24.1K
$1.4M
|