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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
256+ 6.14% |
$14.7K - $15K
|
4.43K
$257K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
256+ 172.97% |
$14.7K - $15K
|
404
$23.5K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
244+ 1.62% |
$14K - $14.3K
|
15.3K
$891K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
244New |
$14K - $14.3K
|
244
$14.2K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
217+ 25.41% |
$12.4K - $12.8K
|
1.07K
$62.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
207+ 0.79% |
$11.9K - $12.2K
|
26.3K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
200+ 1.14% |
$11.5K - $11.8K
|
17.7K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
199+ 4.04% |
$11.4K - $11.7K
|
5.13K
$298K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
190+ 387.76% |
$10.9K - $11.2K
|
239
$13.9K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
186+ 0.43% |
$10.7K - $10.9K
|
43.9K
$2.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
185+ 0.38% |
$10.6K - $10.9K
|
49.3K
$2.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
182+ 0.25% |
$10.4K - $10.7K
|
72.9K
$4.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
181+ 5.01% |
$10.4K - $10.6K
|
3.79K
$221K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
175+ 4.77% |
$10K - $10.3K
|
3.85K
$224K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
165+ 3.95% |
$9.46K - $9.7K
|
4.34K
$253K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
164New |
$9.4K - $9.64K
|
164
$9.54K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
145New |
$8.31K - $8.52K
|
145
$8.43K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
140+ 1.34% |
$8.02K - $8.23K
|
10.6K
$618K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
138New |
$7.91K - $8.11K
|
138
$8.02K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
115+ 0.83% |
$6.59K - $6.76K
|
14K
$814K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$5.5K - $5.64K
|
96
$5.58K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
84+ 0.23% |
$4.81K - $4.94K
|
37.2K
$2.16M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
83+ 0.99% |
$4.76K - $4.88K
|
8.47K
$492K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
81+ 3.7% |
$4.64K - $4.76K
|
2.27K
$132K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
48New |
$2.75K - $2.82K
|
48
$2.79K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
35+ 0.29% |
$2.01K - $2.06K
|
12.1K
$704K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
27+ 0.43% |
$1.55K - $1.59K
|
6.35K
$369K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
26+ 0.36% |
$1.49K - $1.53K
|
7.31K
$425K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
24+ 0.28% |
$1.38K - $1.41K
|
8.6K
$500K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23New |
$1.32K - $1.35K
|
23
$1.34K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.36% |
$1.09K - $1.12K
|
5.36K
$312K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 0.39% |
$860 - $882
|
3.89K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 11.57% |
$802 - $823
|
135
$7.85K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
10+ 0.17% |
$573 - $588
|
6.02K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8+ 0.22% |
$459 - $470
|
3.58K
$208K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.1% |
$344 - $353
|
6.32K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.36% |
$172 - $176
|
835
$48.6K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$115 - $118
|
19.2K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.0% |
$57.3 - $58.8
|
22.3K
$1.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.34% |
$57.3 - $58.8
|
294
$17.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.72% |
$57.3 - $58.8
|
140
$8.14K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.06% |
$287 - $294
|
8.93K
$519K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-8- 0.05% |
$459 - $470
|
17.4K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-10- 0.24% |
$573 - $588
|
4.14K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 39.47% |
$860 - $882
|
23
$1.34K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20- 0.12% |
$1.15K - $1.18K
|
16.9K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25- 2.39% |
$1.43K - $1.47K
|
1.02K
$59.3K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-28- 1.15% |
$1.6K - $1.65K
|
2.4K
$139K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-35- 0.13% |
$2.01K - $2.06K
|
27.9K
$1.62M
|