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 |
|---|---|---|---|---|---|---|---|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.97KClosed |
$241K - $244K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.98K- 3.22% |
$242K - $245K
|
120K
$6.96M
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-3.99KClosed |
$242K - $245K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.99KClosed |
$242K - $245K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.04KClosed |
$246K - $248K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.47K- 7.29% |
$272K - $275K
|
56.8K
$3.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.52KClosed |
$275K - $278K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.9K- 14.2% |
$298K - $301K
|
29.6K
$1.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.9KClosed |
$298K - $301K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.91K- 72.1% |
$298K - $302K
|
1.9K
$110K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.94K- 10.36% |
$300K - $303K
|
42.7K
$2.48M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.96KClosed |
$302K - $305K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-4.99KClosed |
$303K - $306K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-5KClosed |
$304K - $307K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-5.01KClosed |
$304K - $308K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-5.02K- 29.52% |
$305K - $308K
|
12K
$696K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.05KClosed |
$307K - $310K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.24KClosed |
$319K - $322K
|
0
$0
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.43K- 49.72% |
$330K - $333K
|
5.49K
$319K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.49K- 22.42% |
$334K - $337K
|
19K
$1.1M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-5.69K- 12.05% |
$346K - $349K
|
41.5K
$2.41M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.79K- 50.59% |
$352K - $356K
|
5.66K
$328K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.83K- 77.24% |
$354K - $358K
|
1.72K
$99.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.95K- 38.14% |
$362K - $366K
|
9.65K
$561K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.97K- 5.82% |
$363K - $367K
|
96.7K
$5.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-6.01KClosed |
$366K - $369K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.09KClosed |
$370K - $374K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-6.1KClosed |
$371K - $375K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-6.21K- 28.02% |
$377K - $381K
|
15.9K
$926K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6.22K- 7.48% |
$378K - $382K
|
76.9K
$4.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.38K- 61.02% |
$388K - $392K
|
4.08K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.54K- 5.46% |
$397K - $402K
|
113K
$6.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.7K- 6.26% |
$407K - $412K
|
100K
$5.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.72K- 33.76% |
$408K - $413K
|
13.2K
$766K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-7.17KClosed |
$436K - $440K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-7.41K- 18.83% |
$451K - $455K
|
32K
$1.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.9KClosed |
$480K - $485K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.08K- 5.08% |
$491K - $496K
|
151K
$8.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.27KClosed |
$503K - $508K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8.3K- 5.44% |
$505K - $510K
|
144K
$8.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-8.56KClosed |
$520K - $526K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.7K- 47.02% |
$529K - $534K
|
9.8K
$569K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-9.17K- 1.4% |
$558K - $563K
|
647K
$37.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-9.41K- 23.24% |
$572K - $578K
|
31.1K
$1.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.41K- 5.51% |
$572K - $578K
|
162K
$9.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-10KClosed |
$608K - $614K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.4K- 11.94% |
$632K - $639K
|
76.7K
$4.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-10.5K- 6.68% |
$639K - $646K
|
147K
$8.54M
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 29.71% |
$661K - $668K
|
25.7K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11KClosed |
$667K - $674K
|
0
$0
|