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 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
109K+ 20.09% |
$6.29M - $6.39M
|
651K
$38.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
103K+ 2.38% |
$5.97M - $6.07M
|
4.45M
$260M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
102KNew |
$5.87M - $5.97M
|
102K
$5.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Defender Capital, Llc.
|
BUY
|
- |
100K+ 9.05% |
$5.77M - $5.87M
|
1.2M
$70.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
94.6K+ 10.97% |
$5.46M - $5.55M
|
957K
$55.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
93.8K+ 22.63% |
$5.42M - $5.51M
|
508K
$29.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
92.8K+ 34.02% |
$5.35M - $5.44M
|
365K
$21.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.2K+ 3.08% |
$5.26M - $5.35M
|
3.05M
$178M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
88.6KNew |
$5.11M - $5.2M
|
88.6K
$5.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
88.5K+ 5.94% |
$5.11M - $5.19M
|
1.58M
$92.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
82.7K+ 59.06% |
$4.77M - $4.85M
|
223K
$13M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
77.5K+ 64.19% |
$4.47M - $4.55M
|
198K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
75K+ 27.12% |
$4.33M - $4.4M
|
352K
$20.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74.9K+ 64.5% |
$4.32M - $4.39M
|
191K
$11.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
74.6KNew |
$4.31M - $4.38M
|
74.6K
$4.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
74.4K+ 3.83% |
$4.29M - $4.36M
|
2.02M
$118M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
72.4K+ 17.79% |
$4.18M - $4.25M
|
479K
$28M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
71.5K+ 57.32% |
$4.13M - $4.2M
|
196K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
69.5K+ 108.7% |
$4.01M - $4.08M
|
133K
$7.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
65.6KNew |
$3.79M - $3.85M
|
65.6K
$3.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
64.6K+ 5.27% |
$3.73M - $3.79M
|
1.29M
$75.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
61.7K+ 146.18% |
$3.56M - $3.62M
|
104K
$6.07M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
60.4KNew |
$3.49M - $3.55M
|
60.4K
$3.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
58.6K+ 573.2% |
$3.38M - $3.44M
|
68.8K
$4.02M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
57.7K+ 381.97% |
$3.33M - $3.39M
|
72.8K
$4.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
57.1K+ 155.94% |
$3.3M - $3.35M
|
93.7K
$5.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56.5KNew |
$3.26M - $3.32M
|
56.5K
$3.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
54.4K+ 54.44% |
$3.14M - $3.19M
|
154K
$9.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
53.5K+ 38.84% |
$3.09M - $3.14M
|
191K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.2K+ 12.97% |
$3.07M - $3.12M
|
464K
$27.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
51.7K+ 488.02% |
$2.98M - $3.03M
|
62.2K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51.2KNew |
$2.96M - $3.01M
|
51.2K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
50.9K+ 18.83% |
$2.94M - $2.99M
|
321K
$18.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
48.2K+ 16.8% |
$2.78M - $2.83M
|
335K
$19.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
47.8KNew |
$2.76M - $2.81M
|
47.8K
$2.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46.8KNew |
$2.7M - $2.75M
|
46.8K
$2.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
46.8KNew |
$2.7M - $2.75M
|
46.8K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
46.5K+ 11.01% |
$2.69M - $2.73M
|
469K
$27.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
46.5K+ 46.04% |
$2.68M - $2.73M
|
147K
$8.61M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
43.3K+ 81.31% |
$2.5M - $2.54M
|
96.5K
$5.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
42.8K+ 29.86% |
$2.47M - $2.51M
|
186K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
41.7K+ 156.16% |
$2.41M - $2.45M
|
68.5K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
41.5K+ 2.34% |
$2.39M - $2.43M
|
1.81M
$106M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
40.7K+ 21.16% |
$2.35M - $2.39M
|
233K
$13.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40K+ 9.56% |
$2.31M - $2.35M
|
459K
$26.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39.7K+ 41.2% |
$2.29M - $2.33M
|
136K
$7.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
39.6K+ 80.26% |
$2.29M - $2.32M
|
88.9K
$5.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
39.2K+ 155.57% |
$2.26M - $2.3M
|
64.5K
$3.77M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
38.3K+ 16.75% |
$2.21M - $2.25M
|
267K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
38.2KNew |
$2.2M - $2.24M
|
38.2K
$2.23M
|