Purchases and Sales Made in Q2 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-470- 0.15% |
$27.1K - $27.6K
|
319K
$18.6M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-477- 72.6% |
$27.5K - $28K
|
180
$10.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-500- 5.47% |
$28.9K - $29.3K
|
8.64K
$505K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-513- 12.4% |
$29.6K - $30.1K
|
3.62K
$212K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-516- 2.97% |
$29.8K - $30.3K
|
16.9K
$987K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-519- 2.62% |
$30K - $30.5K
|
19.3K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-521- 2.4% |
$30.1K - $30.6K
|
21.2K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-525- 4.91% |
$30.3K - $30.8K
|
10.2K
$594K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-561- 0.78% |
$32.4K - $32.9K
|
71.2K
$4.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-576- 2.56% |
$33.2K - $33.8K
|
21.9K
$1.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-597- 2.64% |
$34.5K - $35K
|
22K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-692- 3.5% |
$39.9K - $40.6K
|
19.1K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-704- 9.05% |
$40.6K - $41.3K
|
7.08K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-719- 0.6% |
$41.5K - $42.2K
|
119K
$6.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-793- 12.49% |
$45.8K - $46.5K
|
5.56K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-821- 13.43% |
$47.4K - $48.2K
|
5.29K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-838- 3.46% |
$48.4K - $49.2K
|
23.4K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-847- 17.98% |
$48.9K - $49.7K
|
3.87K
$226K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-914- 5.42% |
$52.8K - $53.6K
|
16K
$933K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-917- 79.88% |
$52.9K - $53.8K
|
231
$13.5K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-956- 3.16% |
$55.2K - $56.1K
|
29.3K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-958- 6.86% |
$55.3K - $56.2K
|
13K
$760K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-980- 2.64% |
$56.6K - $57.5K
|
36.1K
$2.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-985- 20.02% |
$56.9K - $57.8K
|
3.93K
$230K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-985- 20.02% |
$56.9K - $57.8K
|
3.93K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Barton Investment Management
|
SELL
|
- |
-1.01K- 4.99% |
$58.1K - $59.1K
|
19.2K
$1.12M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.05K- 16.2% |
$60.6K - $61.6K
|
5.43K
$317K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.05K- 6.97% |
$60.7K - $61.7K
|
14K
$820K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.08K- 6.03% |
$62.2K - $63.2K
|
16.8K
$981K
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.08K- 18.17% |
$62.5K - $63.6K
|
4.88K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.14K- 8.98% |
$65.6K - $66.7K
|
11.5K
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 42.48% |
$67.4K - $68.5K
|
1.58K
$92.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.2K- 11.84% |
$69.1K - $70.3K
|
8.92K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.21K- 7.75% |
$69.9K - $71.1K
|
14.4K
$842K
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.25K- 1.32% |
$72K - $73.2K
|
93.5K
$5.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 1.3% |
$73K - $74.2K
|
96.2K
$5.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.3K- 3.95% |
$74.7K - $76K
|
31.5K
$1.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.36K- 0.82% |
$78.7K - $80K
|
165K
$9.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.45K- 3.01% |
$83.8K - $85.2K
|
46.8K
$2.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.46K- 8.96% |
$84K - $85.4K
|
14.8K
$864K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.5K- 2.79% |
$86.6K - $88K
|
52.3K
$3.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.53K- 2.38% |
$88.3K - $89.8K
|
62.6K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.56K- 18.93% |
$90.3K - $91.8K
|
6.7K
$391K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.6K- 1.23% |
$92.5K - $94.1K
|
129K
$7.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.66K- 12.1% |
$96K - $97.7K
|
12.1K
$707K
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-1.68K- 2.82% |
$96.7K - $98.4K
|
57.7K
$3.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 2.42% |
$97.7K - $99.4K
|
68.3K
$3.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.78K- 19.17% |
$103K - $104K
|
7.49K
$438K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 26.02% |
$103K - $104K
|
5.06K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.79K- 2.43% |
$103K - $105K
|
71.8K
$4.2M
|