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 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.17K+ 5.83% |
$529K - $538K
|
166K
$9.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.93KNew |
$515K - $524K
|
8.93K
$522K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.74K+ 24.2% |
$504K - $513K
|
44.8K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.6KNew |
$496K - $505K
|
8.6K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.49KNew |
$490K - $498K
|
8.49K
$496K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.4K+ 14.73% |
$485K - $493K
|
65.4K
$3.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.4K+ 59.59% |
$485K - $493K
|
22.5K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.31K+ 53.69% |
$480K - $488K
|
23.8K
$1.39M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
8.19K+ 5.69% |
$472K - $480K
|
152K
$8.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
7.85K+ 1.01% |
$453K - $460K
|
785K
$45.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
7.77KNew |
$448K - $456K
|
7.77K
$454K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
7.55K+ 6.7% |
$436K - $443K
|
120K
$7.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.55KNew |
$436K - $443K
|
7.55K
$441K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
7.28K+ 4.97% |
$420K - $427K
|
154K
$8.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.24K+ 5.69% |
$418K - $425K
|
135K
$7.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.19K+ 495.52% |
$415K - $422K
|
8.64K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.08KNew |
$409K - $416K
|
7.08K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.92KNew |
$399K - $406K
|
6.92K
$404K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
6.88KNew |
$397K - $404K
|
6.88K
$402K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.67K+ 30.21% |
$385K - $392K
|
28.8K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.59K+ 42.95% |
$380K - $387K
|
21.9K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
6.44KNew |
$371K - $378K
|
6.44K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.28KNew |
$362K - $368K
|
6.28K
$367K
|
|
|
Jan 21, 2025
Q2 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
6.25KNew |
$361K - $367K
|
6.25K
$365K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.97KNew |
$345K - $351K
|
5.97K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.97KNew |
$345K - $351K
|
5.97K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.97KNew |
$344K - $350K
|
5.97K
$349K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
5.94KNew |
$343K - $349K
|
5.94K
$347K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.94K+ 3.69% |
$343K - $348K
|
167K
$9.74M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.89K+ 28.65% |
$340K - $346K
|
26.4K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.87KNew |
$339K - $344K
|
5.87K
$343K
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.7K+ 12.25% |
$329K - $335K
|
52.2K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.7KNew |
$329K - $335K
|
5.7K
$333K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.66K+ 24.4% |
$327K - $332K
|
28.9K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$325K - $330K
|
5.63K
$329K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.61K+ 16.97% |
$324K - $329K
|
38.6K
$2.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
5.58K+ 0.6% |
$322K - $328K
|
937K
$54.7M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
5.43K+ 10.5% |
$313K - $319K
|
57.2K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.39K+ 233.12% |
$311K - $316K
|
7.71K
$450K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.35KNew |
$309K - $314K
|
5.35K
$312K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.24K+ 11.9% |
$302K - $307K
|
49.3K
$2.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5.15K+ 1.11% |
$297K - $302K
|
468K
$27.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.08K+ 2.09% |
$293K - $298K
|
248K
$14.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5.01K+ 60.81% |
$289K - $294K
|
13.2K
$774K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.98KNew |
$288K - $292K
|
4.98K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.82KNew |
$278K - $283K
|
4.82K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.76K+ 10.04% |
$275K - $279K
|
52.1K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.75K+ 60.45% |
$274K - $279K
|
12.6K
$737K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.72KNew |
$272K - $277K
|
4.72K
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.71K+ 18.12% |
$272K - $277K
|
30.7K
$1.8M
|