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 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-565- 0.55% |
$32.4K - $33K
|
102K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-590- 41.76% |
$33.8K - $34.5K
|
823
$47.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-616- 9.81% |
$35.3K - $36K
|
5.66K
$329K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-628- 11.34% |
$36K - $36.7K
|
4.91K
$286K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-631- 10.77% |
$36.2K - $36.9K
|
5.23K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-670- 4.4% |
$38.4K - $39.1K
|
14.6K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-694- 9.15% |
$39.8K - $40.5K
|
6.89K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-740- 1.1% |
$42.4K - $43.2K
|
66.4K
$3.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-745- 1.5% |
$42.7K - $43.5K
|
49K
$2.85M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-755- 4.75% |
$43.3K - $44.1K
|
15.2K
$881K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-775- 16.17% |
$44.4K - $45.3K
|
4.02K
$234K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-796- 5.35% |
$45.6K - $46.5K
|
14.1K
$818K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-864- 13.29% |
$49.5K - $50.5K
|
5.64K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-871- 14.18% |
$49.9K - $50.9K
|
5.27K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-871- 14.22% |
$49.9K - $50.9K
|
5.25K
$305K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-876- 6.8% |
$50.2K - $51.2K
|
12K
$698K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-880- 1.27% |
$50.5K - $51.4K
|
68.4K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-888- 24.64% |
$50.9K - $51.9K
|
2.72K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-895- 0.77% |
$51.3K - $52.3K
|
116K
$6.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-903- 2.38% |
$51.8K - $52.7K
|
37K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1K- 7.83% |
$57.3K - $58.4K
|
11.8K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.01K- 7.73% |
$57.7K - $58.8K
|
12K
$699K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.09K- 20.18% |
$62.7K - $63.8K
|
4.32K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.1K- 4.43% |
$63.1K - $64.3K
|
23.8K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.11K- 7.96% |
$63.8K - $65K
|
12.9K
$748K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.16K- 13.31% |
$66.5K - $67.7K
|
7.55K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 20.94% |
$68.8K - $70.1K
|
4.53K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.25K- 3.98% |
$71.4K - $72.7K
|
30K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.25K- 14.09% |
$71.4K - $72.8K
|
7.6K
$442K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.33K- 28.48% |
$76K - $77.5K
|
3.33K
$194K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.39K- 4.98% |
$79.6K - $81.1K
|
26.5K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.39K- 18.49% |
$79.9K - $81.4K
|
6.14K
$357K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.42K- 3.33% |
$81.3K - $82.8K
|
41.1K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.52K- 0.39% |
$87.1K - $88.7K
|
384K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.54K- 9.19% |
$88.5K - $90.1K
|
15.2K
$887K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.57K- 2.83% |
$89.8K - $91.5K
|
53.7K
$3.12M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.71K- 3.18% |
$97.9K - $99.7K
|
51.9K
$3.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.73K- 3.49% |
$99.3K - $101K
|
47.9K
$2.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.77K- 31.96% |
$101K - $103K
|
3.76K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.78K- 4.23% |
$102K - $104K
|
40.3K
$2.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 29.05% |
$104K - $106K
|
4.42K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.81K- 69.8% |
$104K - $106K
|
785
$45.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.84K- 10.76% |
$106K - $108K
|
15.3K
$889K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.86K- 0.83% |
$107K - $109K
|
221K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.91K- 1.56% |
$109K - $111K
|
120K
$6.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.91K- 16.31% |
$109K - $111K
|
9.79K
$569K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.93K- 46.52% |
$111K - $113K
|
2.22K
$129K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2K- 3.08% |
$115K - $117K
|
62.9K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.03K- 11.69% |
$117K - $119K
|
15.4K
$893K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.04K- 14.63% |
$117K - $119K
|
11.9K
$690K
|