Purchases and Sales Made in Q4 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 2023. 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 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.91MNew |
$110M - $112M
|
1.91M
$111M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.68M+ 109.19% |
$96.5M - $98.3M
|
3.23M
$188M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.68M+ 7707.32% |
$96.3M - $98.1M
|
1.7M
$99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.22M+ 49.2% |
$69.7M - $71.1M
|
3.69M
$215M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.2M+ 6.37% |
$68.8M - $70.1M
|
20M
$1.16B
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.03MNew |
$58.8M - $59.9M
|
1.03M
$59.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
754KNew |
$43.2M - $44M
|
754K
$43.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
729K+ 915.74% |
$41.8M - $42.6M
|
808K
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
656KNew |
$37.6M - $38.3M
|
656K
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
643KNew |
$36.9M - $37.6M
|
643K
$37.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
621K+ 132.75% |
$35.6M - $36.3M
|
1.09M
$63.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
562K+ 16.11% |
$32.2M - $32.8M
|
4.05M
$235M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
460K+ 7.96% |
$26.4M - $26.9M
|
6.23M
$362M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
373K+ 44.95% |
$21.4M - $21.8M
|
1.2M
$70M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
355K+ 19.39% |
$20.4M - $20.7M
|
2.19M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
350KNew |
$20.1M - $20.4M
|
350K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
316K+ 8.87% |
$18.1M - $18.5M
|
3.88M
$225M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
309K+ 158.25% |
$17.7M - $18M
|
504K
$29.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
309K+ 67.84% |
$17.7M - $18M
|
763K
$44.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
274K+ 6.82% |
$15.7M - $16M
|
4.29M
$249M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
251K+ 6.8% |
$14.4M - $14.7M
|
3.94M
$229M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
238KNew |
$13.7M - $13.9M
|
238K
$13.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
230K+ 12322.85% |
$13.2M - $13.5M
|
232K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
222KNew |
$12.7M - $13M
|
222K
$12.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
219K+ 18.32% |
$12.6M - $12.8M
|
1.42M
$82.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
203K+ 10.27% |
$11.7M - $11.9M
|
2.18M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
202K+ 22.07% |
$11.6M - $11.8M
|
1.12M
$65.1M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
195KNew |
$11.2M - $11.4M
|
195K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
193K+ 8.72% |
$11.1M - $11.3M
|
2.41M
$140M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
182K+ 1783.96% |
$10.4M - $10.6M
|
192K
$11.2M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
179K+ 573.11% |
$10.3M - $10.5M
|
210K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 13.47% |
$9.78M - $9.96M
|
1.44M
$83.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
163K+ 26.28% |
$9.35M - $9.53M
|
784K
$45.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
163K+ 270.84% |
$9.34M - $9.52M
|
223K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
157K+ 7.71% |
$9M - $9.17M
|
2.19M
$128M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
153KNew |
$8.76M - $8.92M
|
153K
$8.88M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
139KNew |
$7.99M - $8.14M
|
139K
$8.11M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
133KNew |
$7.62M - $7.76M
|
133K
$7.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
123K+ 49.7% |
$7.04M - $7.17M
|
370K
$21.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
121K+ 115.3% |
$6.94M - $7.07M
|
226K
$13.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
118K+ 12.2% |
$6.74M - $6.87M
|
1.08M
$62.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
117K+ 12.89% |
$6.73M - $6.85M
|
1.03M
$59.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
108K+ 43.42% |
$6.17M - $6.29M
|
356K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
107K+ 38.14% |
$6.15M - $6.26M
|
388K
$22.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
98.7K+ 6.54% |
$5.66M - $5.76M
|
1.61M
$93.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
95.5KNew |
$5.47M - $5.58M
|
95.5K
$5.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
92KNew |
$5.28M - $5.37M
|
92K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
91.7KNew |
$5.26M - $5.36M
|
91.7K
$5.33M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
91.5KNew |
$5.25M - $5.34M
|
91.5K
$5.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
87.6K+ 10.0% |
$5.02M - $5.12M
|
964K
$56.1M
|