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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
BUY
|
- |
2K+ 3.53% |
$115K - $117K
|
58.6K
$3.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.98K+ 16.72% |
$114K - $116K
|
13.8K
$808K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.97K+ 17.68% |
$114K - $116K
|
13.1K
$767K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.95K+ 31.66% |
$112K - $114K
|
8.1K
$473K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.95K+ 22.01% |
$112K - $114K
|
10.8K
$631K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92K+ 33.14% |
$111K - $113K
|
7.73K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.82K+ 179.59% |
$105K - $107K
|
2.84K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.81K+ 8.19% |
$104K - $106K
|
23.9K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 9.81% |
$104K - $106K
|
20.2K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.8K+ 297.85% |
$104K - $106K
|
2.41K
$141K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 36.08% |
$104K - $106K
|
6.8K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.8K+ 30.69% |
$104K - $106K
|
7.67K
$448K
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.8K+ 20.51% |
$104K - $105K
|
10.6K
$616K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.76K+ 13.02% |
$102K - $104K
|
15.3K
$895K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.73K+ 13.2% |
$99.7K - $101K
|
14.8K
$865K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.71K+ 13.1% |
$98.9K - $101K
|
14.8K
$864K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.69K+ 14.64% |
$97.4K - $99K
|
13.2K
$772K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
1.63K+ 1.27% |
$94K - $95.6K
|
130K
$7.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.61K+ 19.06% |
$93.2K - $94.7K
|
10.1K
$589K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.61K+ 1.84% |
$92.8K - $94.3K
|
88.9K
$5.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.59K+ 1.84% |
$91.5K - $93K
|
87.7K
$5.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.52K+ 0.87% |
$88K - $89.4K
|
176K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.51K+ 1.25% |
$87.3K - $88.8K
|
122K
$7.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.45K+ 6.63% |
$83.7K - $85.1K
|
23.3K
$1.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.44K+ 0.86% |
$83.1K - $84.5K
|
169K
$9.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.44K+ 2.3% |
$83.1K - $84.5K
|
64.2K
$3.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.42K+ 1.68% |
$82.1K - $83.5K
|
86.3K
$5.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.41K+ 0.38% |
$81.2K - $82.6K
|
375K
$21.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.4K+ 3.47% |
$80.6K - $81.9K
|
41.6K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$80.1K - $81.4K
|
1.39K
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.34K+ 0.69% |
$77.6K - $78.9K
|
196K
$11.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.24K+ 32.69% |
$71.5K - $72.7K
|
5.03K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.21K+ 6.66% |
$69.7K - $70.9K
|
19.4K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.2K+ 7.83% |
$69.3K - $70.4K
|
16.5K
$965K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.19K+ 8.37% |
$68.6K - $69.7K
|
15.4K
$899K
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.17K+ 0.62% |
$67.4K - $68.5K
|
191K
$11.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.15K+ 16.99% |
$66.1K - $67.3K
|
7.89K
$461K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.1K+ 22.0% |
$63.5K - $64.6K
|
6.11K
$357K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.09K+ 19.59% |
$63.1K - $64.2K
|
6.68K
$390K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.09K+ 14.84% |
$62.6K - $63.7K
|
8.4K
$491K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.03K+ 5.06% |
$59.3K - $60.3K
|
21.3K
$1.24M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
967+ 17.74% |
$55.8K - $56.8K
|
6.42K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
921+ 0.36% |
$53.2K - $54.1K
|
255K
$14.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
895+ 13.89% |
$51.7K - $52.5K
|
7.34K
$429K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
893+ 23.22% |
$51.5K - $52.4K
|
4.74K
$277K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
857New |
$49.5K - $50.3K
|
857
$50.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
841+ 0.53% |
$48.5K - $49.4K
|
159K
$9.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
833+ 0.79% |
$48.1K - $48.9K
|
106K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
785New |
$45.3K - $46.1K
|
785
$45.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
751+ 1.48% |
$43.3K - $44.1K
|
51.4K
$3M
|