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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
30.3K+ 32.25% |
$1.74M - $1.76M
|
124K
$7.24M
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
29.6KNew |
$1.7M - $1.72M
|
29.6K
$1.72M
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
28.5K+ 164.72% |
$1.63M - $1.65M
|
45.7K
$2.66M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.5K+ 6.87% |
$1.58M - $1.6M
|
428K
$24.9M
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
27.1K+ 89.82% |
$1.55M - $1.58M
|
57.3K
$3.33M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
26.6KNew |
$1.53M - $1.55M
|
26.6K
$1.55M
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
26.4KNew |
$1.52M - $1.54M
|
26.4K
$1.54M
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
25.6K+ 320.31% |
$1.47M - $1.49M
|
33.6K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
25.1KNew |
$1.44M - $1.46M
|
25.1K
$1.46M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
24.7K+ 121.4% |
$1.42M - $1.44M
|
45.1K
$2.62M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.8K+ 26.06% |
$1.37M - $1.38M
|
115K
$6.7M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
23.6K+ 102.21% |
$1.35M - $1.37M
|
46.7K
$2.71M
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
23.4K+ 6.0% |
$1.34M - $1.36M
|
413K
$24M
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.2KNew |
$1.33M - $1.35M
|
23.2K
$1.35M
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
23KNew |
$1.32M - $1.34M
|
23K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
22.8KNew |
$1.31M - $1.32M
|
22.8K
$1.32M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22.7KNew |
$1.3M - $1.32M
|
22.7K
$1.32M
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
22.3K+ 4.22% |
$1.28M - $1.3M
|
551K
$32M
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
21.9KNew |
$1.26M - $1.27M
|
21.9K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
21.6KNew |
$1.24M - $1.25M
|
21.6K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
20.5K+ 317.42% |
$1.18M - $1.19M
|
27K
$1.57M
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.5K+ 77.71% |
$1.18M - $1.19M
|
46.9K
$2.72M
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
20.4K+ 13.87% |
$1.17M - $1.18M
|
167K
$9.73M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.4KNew |
$1.17M - $1.18M
|
20.4K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
20.3K+ 105.63% |
$1.16M - $1.18M
|
39.5K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3KNew |
$1.16M - $1.18M
|
20.3K
$1.18M
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$1.12M - $1.14M
|
19.6K
$1.14M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.4K+ 83.47% |
$1.12M - $1.13M
|
42.7K
$2.48M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.4K+ 156.49% |
$1.11M - $1.13M
|
31.8K
$1.85M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.1K+ 57.98% |
$1.1M - $1.11M
|
52.1K
$3.03M
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
19.1KNew |
$1.09M - $1.11M
|
19.1K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
19KNew |
$1.09M - $1.11M
|
19K
$1.11M
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18.5KNew |
$1.06M - $1.08M
|
18.5K
$1.08M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
18.1K+ 129.43% |
$1.04M - $1.05M
|
32.1K
$1.87M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
18.1KNew |
$1.04M - $1.05M
|
18.1K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
17.3KNew |
$991K - $1M
|
17.3K
$1M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
16.8K+ 161.31% |
$965K - $978K
|
27.2K
$1.58M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.6KNew |
$954K - $967K
|
16.6K
$967K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
16.6K+ 26.37% |
$953K - $966K
|
79.6K
$4.63M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16.5KNew |
$949K - $962K
|
16.5K
$962K
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
16.4K+ 80.57% |
$940K - $952K
|
36.7K
$2.13M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
16.4K+ 34.79% |
$938K - $951K
|
63.4K
$3.68M
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.2KNew |
$929K - $941K
|
16.2K
$942K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.2KNew |
$928K - $940K
|
16.2K
$940K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16.1K+ 438.68% |
$923K - $935K
|
19.7K
$1.15M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.7K+ 82.15% |
$901K - $913K
|
34.8K
$2.02M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.3KNew |
$880K - $892K
|
15.3K
$892K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 44.92% |
$866K - $878K
|
48.7K
$2.83M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.1KNew |
$865K - $876K
|
15.1K
$876K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
15KNew |
$861K - $872K
|
15K
$872K
|