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 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
701+ 124.96% |
$40.5K - $41.1K
|
1.26K
$73.7K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
696+ 11.61% |
$40.2K - $40.8K
|
6.69K
$391K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
692+ 12.34% |
$39.9K - $40.6K
|
6.3K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
690+ 11.77% |
$39.8K - $40.5K
|
6.55K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
689+ 5.03% |
$39.8K - $40.4K
|
14.4K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
677+ 0.22% |
$39.1K - $39.7K
|
315K
$18.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
641+ 0.06% |
$37K - $37.6K
|
1.07M
$62.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
632New |
$36.5K - $37.1K
|
632
$36.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
622+ 0.51% |
$35.9K - $36.5K
|
123K
$7.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
622+ 0.51% |
$35.9K - $36.5K
|
123K
$7.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
607+ 14.19% |
$35K - $35.6K
|
4.88K
$285K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
596+ 1.68% |
$34.4K - $35K
|
36.1K
$2.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
566+ 8.42% |
$32.7K - $33.2K
|
7.29K
$426K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
565+ 0.23% |
$32.6K - $33.2K
|
242K
$14.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
552+ 3.67% |
$31.9K - $32.4K
|
15.6K
$911K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
535+ 7.72% |
$30.9K - $31.4K
|
7.46K
$436K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
519+ 49.24% |
$30K - $30.5K
|
1.57K
$91.9K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 20.0% |
$28.9K - $29.3K
|
3K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
500New |
$28.9K - $29.3K
|
500
$29.2K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
493+ 5.59% |
$28.5K - $28.9K
|
9.31K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
487+ 0.5% |
$28.1K - $28.6K
|
97.1K
$5.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
470+ 2.53% |
$27.1K - $27.6K
|
19.1K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
450+ 23.35% |
$26K - $26.4K
|
2.38K
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
420New |
$24.2K - $24.6K
|
420
$24.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
402+ 6.45% |
$23.2K - $23.6K
|
6.63K
$388K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
401+ 4.85% |
$23.1K - $23.5K
|
8.66K
$506K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
400+ 5.9% |
$23.1K - $23.5K
|
7.18K
$419K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
387+ 5.52% |
$22.3K - $22.7K
|
7.4K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
344+ 0.43% |
$19.9K - $20.2K
|
80.8K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
343New |
$19.8K - $20.1K
|
343
$20K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
331+ 0.75% |
$19.1K - $19.4K
|
44.2K
$2.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
320New |
$18.5K - $18.8K
|
320
$18.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
315New |
$18.2K - $18.5K
|
315
$18.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
301New |
$17.4K - $17.7K
|
301
$17.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
300+ 0.33% |
$17.3K - $17.6K
|
90.5K
$5.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
277New |
$16K - $16.3K
|
277
$16.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
272+ 0.15% |
$15.7K - $16K
|
180K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
268+ 2.42% |
$15.5K - $15.7K
|
11.4K
$664K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
256New |
$14.8K - $15K
|
256
$15K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
250+ 1.15% |
$14.4K - $14.7K
|
22K
$1.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
230+ 3.71% |
$13.3K - $13.5K
|
6.43K
$376K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
217+ 1.0% |
$12.5K - $12.7K
|
21.9K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
214+ 0.57% |
$12.4K - $12.6K
|
38K
$2.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
204+ 1.31% |
$11.8K - $12K
|
15.8K
$922K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
202+ 51.4% |
$11.7K - $11.9K
|
595
$34.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
193+ 0.55% |
$11.1K - $11.3K
|
35K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
186+ 1.92% |
$10.7K - $10.9K
|
9.89K
$578K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
183+ 2.39% |
$10.6K - $10.7K
|
7.83K
$458K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
181+ 2.14% |
$10.4K - $10.6K
|
8.65K
$505K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
163+ 1.49% |
$9.41K - $9.57K
|
11.1K
$650K
|