Purchases and Sales Made in Q4 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 2022. 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, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.54M+ 44.78% |
$318M - $322M
|
17.9M
$1.04B
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.59M+ 613.28% |
$206M - $209M
|
4.17M
$243M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.6M+ 65.56% |
$149M - $151M
|
6.56M
$382M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.57M+ 7918.24% |
$147M - $149M
|
2.6M
$151M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.01MNew |
$115M - $117M
|
2.01M
$117M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.54MNew |
$88.1M - $89.3M
|
1.54M
$89.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.38MNew |
$78.9M - $79.9M
|
1.38M
$80M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19M+ 56.26% |
$68.2M - $69.1M
|
3.3M
$192M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18M+ 67.32% |
$67.6M - $68.5M
|
2.93M
$170M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.14MNew |
$65.7M - $66.5M
|
1.14M
$66.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.03M+ 26.55% |
$59.1M - $59.8M
|
4.91M
$285M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.03M+ 26.55% |
$59.1M - $59.8M
|
4.91M
$285M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.02M+ 11078.62% |
$58.5M - $59.3M
|
1.03M
$59.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
887KNew |
$50.9M - $51.6M
|
887K
$51.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
881K+ 20.65% |
$50.6M - $51.2M
|
5.15M
$299M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
816KNew |
$46.9M - $47.5M
|
816K
$47.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
814K+ 109.05% |
$46.7M - $47.3M
|
1.56M
$90.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
786KNew |
$45.1M - $45.7M
|
786K
$45.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
781K+ 20363.07% |
$44.8M - $45.4M
|
785K
$45.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
742K+ 185.52% |
$42.6M - $43.1M
|
1.14M
$66.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
665K+ 7302.97% |
$38.1M - $38.6M
|
674K
$39.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
649K+ 130.11% |
$37.3M - $37.7M
|
1.15M
$66.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
636K+ 550.2% |
$36.5M - $37M
|
752K
$43.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
622KNew |
$35.7M - $36.2M
|
622K
$36.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
559KNew |
$32.1M - $32.5M
|
559K
$32.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
558K+ 43.97% |
$32M - $32.4M
|
1.83M
$106M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
491K+ 56.71% |
$28.2M - $28.6M
|
1.36M
$79M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
470KNew |
$26.9M - $27.3M
|
470K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
405K+ 457.53% |
$23.2M - $23.5M
|
493K
$28.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
403KNew |
$23.1M - $23.4M
|
403K
$23.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
384K+ 897.51% |
$22M - $22.3M
|
427K
$24.8M
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
380KNew |
$21.8M - $22.1M
|
380K
$22.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
358KNew |
$20.6M - $20.8M
|
358K
$20.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
357K+ 45.96% |
$20.5M - $20.7M
|
1.13M
$65.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
349K+ 25.1% |
$20M - $20.3M
|
1.74M
$101M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
338KNew |
$19.4M - $19.7M
|
338K
$19.7M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
338K+ 5650.69% |
$19.4M - $19.7M
|
344K
$20M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
338K+ 5650.69% |
$19.4M - $19.7M
|
344K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
320K+ 18.85% |
$18.4M - $18.6M
|
2.02M
$117M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
303KNew |
$17.4M - $17.6M
|
303K
$17.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
288KNew |
$16.5M - $16.8M
|
288K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
287K+ 179.49% |
$16.5M - $16.7M
|
447K
$26M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
280KNew |
$16.1M - $16.3M
|
280K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
276K+ 54.98% |
$15.8M - $16M
|
777K
$45.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
256KNew |
$14.7M - $14.9M
|
256K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
252KNew |
$14.4M - $14.6M
|
252K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
248K+ 3291.02% |
$14.2M - $14.4M
|
256K
$14.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
242K+ 345.87% |
$13.9M - $14M
|
311K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
238K+ 165.45% |
$13.7M - $13.9M
|
383K
$22.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
214KNew |
$12.3M - $12.4M
|
214K
$12.4M
|