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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
7.83KNew |
$449K - $457K
|
7.83K
$455K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
7.79K+ 4.91% |
$447K - $455K
|
166K
$9.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.79K+ 54.72% |
$447K - $455K
|
22K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.68KNew |
$440K - $448K
|
7.68K
$446K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.68KNew |
$440K - $448K
|
7.68K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7.63K+ 30.44% |
$438K - $446K
|
32.7K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.53K+ 35.87% |
$431K - $440K
|
28.5K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.48K+ 4.73% |
$429K - $437K
|
166K
$9.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.44K+ 2.99% |
$426K - $434K
|
256K
$14.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
7.37K+ 23.89% |
$422K - $430K
|
38.2K
$2.22M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.27KNew |
$417K - $424K
|
7.27K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.24K+ 2.9% |
$415K - $423K
|
257K
$14.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.19K+ 2.35% |
$412K - $420K
|
314K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.16K+ 17.54% |
$410K - $418K
|
47.9K
$2.79M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
7.13KNew |
$409K - $416K
|
7.13K
$415K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
7.13KNew |
$409K - $416K
|
7.13K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.11K+ 133.3% |
$407K - $415K
|
12.4K
$723K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
7.02KNew |
$403K - $410K
|
7.02K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.02K+ 10.71% |
$402K - $410K
|
72.6K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
6.97K+ 2.22% |
$400K - $407K
|
321K
$18.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.94KNew |
$398K - $405K
|
6.94K
$404K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
6.88K+ 11.5% |
$394K - $402K
|
66.7K
$3.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.87KNew |
$394K - $401K
|
6.87K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.66KNew |
$382K - $389K
|
6.66K
$387K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.6K+ 2.07% |
$379K - $386K
|
326K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.6KNew |
$379K - $386K
|
6.6K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.28K+ 12.9% |
$360K - $367K
|
55K
$3.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6.23KNew |
$357K - $364K
|
6.23K
$362K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.2KNew |
$355K - $362K
|
6.2K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.1KNew |
$350K - $357K
|
6.1K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.75KNew |
$330K - $336K
|
5.75K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.68KNew |
$326K - $332K
|
5.68K
$331K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.67K+ 220.61% |
$325K - $331K
|
8.24K
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.63K+ 11.38% |
$323K - $329K
|
55.1K
$3.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.39KNew |
$309K - $315K
|
5.39K
$313K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.33K+ 0.69% |
$305K - $311K
|
773K
$44.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
5.3KNew |
$304K - $309K
|
5.3K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.29KNew |
$303K - $309K
|
5.29K
$308K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5.21K+ 60.39% |
$299K - $305K
|
13.8K
$805K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
5.17KNew |
$296K - $302K
|
5.17K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
5.13KNew |
$294K - $300K
|
5.13K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.13KNew |
$294K - $299K
|
5.13K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.09KNew |
$292K - $297K
|
5.09K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.06KNew |
$290K - $296K
|
5.06K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.99KNew |
$286K - $292K
|
4.99K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.88KNew |
$280K - $285K
|
4.88K
$284K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.83K+ 30.82% |
$277K - $282K
|
20.5K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.74K+ 30.24% |
$272K - $277K
|
20.4K
$1.19M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.56K+ 18.25% |
$262K - $266K
|
29.5K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
4.53K+ 2.22% |
$260K - $265K
|
209K
$12.1M
|