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 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-28.5K- 37.78% |
$1.64M - $1.66M
|
47K
$2.73M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-29.4K- 53.03% |
$1.69M - $1.71M
|
26.1K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-30K- 10.71% |
$1.72M - $1.74M
|
250K
$14.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-31.9K- 50.69% |
$1.83M - $1.85M
|
31K
$1.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34.9K- 84.68% |
$2.01M - $2.03M
|
6.32K
$368K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-35.6K- 21.49% |
$2.05M - $2.07M
|
130K
$7.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.6K- 26.02% |
$2.39M - $2.42M
|
118K
$6.87M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 83.59% |
$2.45M - $2.48M
|
8.39K
$488K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.3K- 79.92% |
$2.48M - $2.51M
|
10.9K
$632K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-43.6K- 89.39% |
$2.5M - $2.53M
|
5.17K
$301K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-44.2K- 4.48% |
$2.54M - $2.57M
|
943K
$54.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-46.4K- 21.08% |
$2.66M - $2.7M
|
174K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-46.7K- 41.67% |
$2.68M - $2.72M
|
65.4K
$3.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-47K- 19.23% |
$2.7M - $2.73M
|
197K
$11.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-51.7K- 54.2% |
$2.96M - $3M
|
43.6K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-52.5K- 65.62% |
$3.01M - $3.05M
|
27.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-55.7K- 14.61% |
$3.2M - $3.24M
|
326K
$18.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-57.2K- 77.9% |
$3.28M - $3.33M
|
16.2K
$944K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-59.5K- 71.2% |
$3.41M - $3.46M
|
24.1K
$1.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-59.6K- 11.6% |
$3.42M - $3.46M
|
454K
$26.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-66.3K- 25.26% |
$3.8M - $3.85M
|
196K
$11.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-69.4K- 75.59% |
$3.98M - $4.03M
|
22.4K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-69.9K- 14.62% |
$4.01M - $4.06M
|
408K
$23.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-73K- 21.33% |
$4.19M - $4.24M
|
269K
$15.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-74.2K- 44.54% |
$4.26M - $4.31M
|
92.4K
$5.37M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.9K- 39.21% |
$4.3M - $4.35M
|
116K
$6.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-83.2K- 23.12% |
$4.77M - $4.83M
|
277K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-84K- 29.04% |
$4.82M - $4.88M
|
205K
$11.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-84.4K- 23.31% |
$4.84M - $4.91M
|
278K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-87.6K- 39.76% |
$5.02M - $5.09M
|
133K
$7.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-92.5K- 13.33% |
$5.31M - $5.38M
|
602K
$35M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-98.9K- 82.29% |
$5.67M - $5.75M
|
21.3K
$1.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-116K- 22.77% |
$6.63M - $6.72M
|
392K
$22.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-117K- 27.67% |
$6.7M - $6.79M
|
305K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-118K- 69.43% |
$6.75M - $6.84M
|
51.8K
$3.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-118K- 12.29% |
$6.79M - $6.88M
|
844K
$49.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-128K- 85.05% |
$7.36M - $7.46M
|
22.6K
$1.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-129K- 92.95% |
$7.4M - $7.5M
|
9.78K
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-132K- 19.0% |
$7.56M - $7.66M
|
561K
$32.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-140K- 33.93% |
$8.05M - $8.16M
|
273K
$15.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-146K- 91.28% |
$8.36M - $8.47M
|
13.9K
$809K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-183K- 77.46% |
$10.5M - $10.7M
|
53.4K
$3.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-187K- 50.28% |
$10.7M - $10.8M
|
185K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-203K- 17.26% |
$11.7M - $11.8M
|
974K
$56.6M
|
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-259K- 23.48% |
$14.9M - $15.1M
|
845K
$49.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-318K- 96.85% |
$18.2M - $18.5M
|
10.4K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-328K- 11.08% |
$18.8M - $19.1M
|
2.63M
$153M
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-358KClosed |
$20.6M - $20.8M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-363K- 73.86% |
$20.8M - $21.1M
|
128K
$7.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-387K- 20.88% |
$22.2M - $22.5M
|
1.46M
$85.2M
|