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 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
55+ 0.98% |
$3.15K - $3.21K
|
5.64K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
54+ 0.43% |
$3.1K - $3.15K
|
12.7K
$739K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
52+ 1.3% |
$2.98K - $3.04K
|
4.06K
$236K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
46+ 1.18% |
$2.64K - $2.69K
|
3.94K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
42+ 1.07% |
$2.41K - $2.45K
|
3.98K
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
29+ 0.81% |
$1.66K - $1.69K
|
3.61K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 1.29% |
$1.49K - $1.52K
|
2.04K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
23+ 0.38% |
$1.32K - $1.34K
|
6.1K
$355K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
23+ 0.65% |
$1.32K - $1.34K
|
3.56K
$207K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 0.63% |
$1.26K - $1.29K
|
3.5K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
21+ 0.92% |
$1.2K - $1.23K
|
2.29K
$133K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
18+ 1.29% |
$1.03K - $1.05K
|
1.42K
$82.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16New |
$917 - $935
|
16
$930
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 8.7% |
$803 - $818
|
175
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
13+ 0.29% |
$745 - $759
|
4.56K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
12+ 0.52% |
$688 - $701
|
2.3K
$134K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
12+ 1.33% |
$688 - $701
|
912
$53K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
11+ 0.36% |
$631 - $643
|
3.09K
$180K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 1.3% |
$631 - $643
|
860
$50K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 1.3% |
$573 - $584
|
781
$45.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 17.02% |
$459 - $467
|
55
$3.2K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 1.04% |
$344 - $350
|
582
$33.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6+ 0.15% |
$344 - $350
|
4.06K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 1.04% |
$344 - $350
|
582
$33.8K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.14% |
$287 - $292
|
3.68K
$214K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.06% |
$229 - $234
|
6.19K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3+ 0.01% |
$172 - $175
|
38K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.42% |
$172 - $175
|
214
$12.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.03% |
$115 - $117
|
7.02K
$408K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2- 0.03% |
$115 - $117
|
6.27K
$365K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 25.0% |
$229 - $234
|
12
$698
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$287 - $292
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11- 0.17% |
$631 - $643
|
6.3K
$366K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-13- 0.02% |
$745 - $759
|
59.9K
$3.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-15- 2.95% |
$860 - $876
|
493
$28.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23Closed |
$1.32K - $1.34K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 12.12% |
$1.83K - $1.87K
|
232
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-38- 3.6% |
$2.18K - $2.22K
|
1.02K
$59.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-42- 56.0% |
$2.41K - $2.45K
|
33
$1.92K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43Closed |
$2.47K - $2.51K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-44- 47.31% |
$2.52K - $2.57K
|
49
$2.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-48- 23.08% |
$2.75K - $2.8K
|
160
$9.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-51- 0.59% |
$2.92K - $2.98K
|
8.54K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-55- 0.65% |
$3.15K - $3.21K
|
8.45K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-67- 33.84% |
$3.84K - $3.91K
|
131
$7.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-72- 1.1% |
$4.13K - $4.21K
|
6.47K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-73- 1.18% |
$4.19K - $4.26K
|
6.13K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-75- 1.2% |
$4.3K - $4.38K
|
6.2K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-76- 2.0% |
$4.36K - $4.44K
|
3.72K
$217K
|