Purchases and Sales Made in Q1 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-39- 0.84% |
$2.24K - $2.29K
|
4.61K
$268K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-41- 0.28% |
$2.35K - $2.41K
|
14.7K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-50- 41.67% |
$2.87K - $2.94K
|
70
$4.07K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-53- 1.47% |
$3.04K - $3.11K
|
3.54K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 0.15% |
$3.55K - $3.64K
|
42.7K
$2.48M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-64- 12.38% |
$3.67K - $3.76K
|
453
$26.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-72- 5.52% |
$4.13K - $4.23K
|
1.23K
$71.7K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-73- 0.74% |
$4.18K - $4.29K
|
9.83K
$571K
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-87- 0.47% |
$4.99K - $5.11K
|
18.5K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-90- 0.69% |
$5.16K - $5.29K
|
12.9K
$749K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-90- 2.32% |
$5.16K - $5.29K
|
3.79K
$220K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-151- 0.42% |
$8.66K - $8.87K
|
35.5K
$2.07M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-165- 47.01% |
$9.46K - $9.7K
|
186
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-173- 1.0% |
$9.92K - $10.2K
|
17.1K
$992K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-179- 35.45% |
$10.3K - $10.5K
|
326
$19K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 7.23% |
$11.5K - $11.8K
|
2.57K
$149K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-211- 29.72% |
$12.1K - $12.4K
|
499
$29K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-231- 0.6% |
$13.2K - $13.6K
|
38.2K
$2.22M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-232- 3.33% |
$13.3K - $13.6K
|
6.73K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-235- 2.27% |
$13.5K - $13.8K
|
10.1K
$588K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-250- 0.49% |
$14.3K - $14.7K
|
50.9K
$2.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-251- 0.74% |
$14.4K - $14.8K
|
33.5K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-260- 2.38% |
$14.9K - $15.3K
|
10.7K
$621K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-279- 0.14% |
$16K - $16.4K
|
197K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-279- 2.3% |
$16K - $16.4K
|
11.9K
$690K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-295- 0.33% |
$16.9K - $17.3K
|
88.1K
$5.12M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-316- 0.23% |
$18.1K - $18.6K
|
140K
$8.14M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-339- 36.14% |
$19.4K - $19.9K
|
599
$34.8K
|
|
|
May 09, 2023
Q1 2023
|
Titan Capital Management, LLC
|
SELL
|
- |
-355- 0.26% |
$20.3K - $20.9K
|
138K
$8.01M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-357Closed |
$20.5K - $21K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-374- 6.97% |
$21.4K - $22K
|
5K
$290K
|
|
|
Apr 04, 2023
Q1 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-392- 5.49% |
$22.5K - $23K
|
6.74K
$392K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-392- 4.06% |
$22.5K - $23K
|
9.27K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-403- 0.38% |
$23.1K - $23.7K
|
106K
$6.16M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-430- 0.54% |
$24.6K - $25.3K
|
78.8K
$4.58M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 5.76% |
$28.6K - $29.3K
|
8.17K
$475K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-513- 2.27% |
$29.4K - $30.1K
|
22.1K
$1.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-519- 4.92% |
$29.7K - $30.5K
|
10K
$583K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-634- 9.75% |
$36.3K - $37.3K
|
5.87K
$341K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-643- 5.92% |
$36.9K - $37.8K
|
10.2K
$594K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-718- 1.81% |
$41.2K - $42.2K
|
38.9K
$2.26M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-776- 16.83% |
$44.5K - $45.6K
|
3.84K
$223K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-816- 1.85% |
$46.8K - $48K
|
43.3K
$2.52M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-821- 5.17% |
$47.1K - $48.3K
|
15K
$875K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-829- 4.02% |
$47.5K - $48.7K
|
19.8K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-893- 0.78% |
$51.2K - $52.5K
|
114K
$6.61M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-911- 15.4% |
$52.2K - $53.5K
|
5K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-919- 3.23% |
$52.7K - $54K
|
27.5K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-922- 0.64% |
$52.8K - $54.2K
|
143K
$8.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-931- 35.62% |
$53.4K - $54.7K
|
1.68K
$97.9K
|