Purchases and Sales Made in Q3 2021 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
500+ 11.19% |
$30.7K - $30.8K
|
4.97K
$289K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
495+ 4.52% |
$30.4K - $30.5K
|
11.4K
$666K
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
460+ 11.08% |
$28.2K - $28.3K
|
4.61K
$268K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
428New |
$26.3K - $26.3K
|
428
$24.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
385+ 2.69% |
$23.6K - $23.7K
|
14.7K
$856K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
382+ 55.44% |
$23.5K - $23.5K
|
1.07K
$62.3K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
366New |
$22.5K - $22.5K
|
366
$21.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
358+ 5.51% |
$22K - $22K
|
6.86K
$399K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
326+ 80.49% |
$20K - $20.1K
|
731
$42.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
285New |
$17.5K - $17.5K
|
285
$16.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
275+ 5.31% |
$16.9K - $16.9K
|
5.45K
$317K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
255+ 4.26% |
$15.7K - $15.7K
|
6.25K
$363K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
243+ 6.14% |
$14.9K - $15K
|
4.2K
$244K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
231+ 1.02% |
$14.2K - $14.2K
|
22.9K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
220+ 3.95% |
$13.5K - $13.5K
|
5.78K
$336K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200+ 0.19% |
$12.3K - $12.3K
|
108K
$6.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
190+ 0.92% |
$11.7K - $11.7K
|
20.8K
$1.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
186+ 0.91% |
$11.4K - $11.4K
|
20.6K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
180+ 3.69% |
$11.1K - $11.1K
|
5.06K
$294K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
162+ 4.75% |
$9.95K - $9.97K
|
3.57K
$208K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
159+ 0.64% |
$9.76K - $9.78K
|
25K
$1.46M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
150+ 9.55% |
$9.21K - $9.23K
|
1.72K
$100K
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
123+ 3.2% |
$7.55K - $7.57K
|
3.97K
$231K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
101+ 0.78% |
$6.2K - $6.22K
|
13K
$757K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
85+ 3.21% |
$5.22K - $5.23K
|
2.73K
$159K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
73+ 1.38% |
$4.48K - $4.49K
|
5.35K
$311K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
60New |
$3.68K - $3.69K
|
60
$3.49K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
51+ 0.09% |
$3.13K - $3.14K
|
55.1K
$3.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
51New |
$3.13K - $3.14K
|
51
$2.97K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
48+ 2.51% |
$2.95K - $2.95K
|
1.96K
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
36+ 0.74% |
$2.21K - $2.22K
|
4.93K
$287K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 6.87% |
$1.66K - $1.66K
|
420
$24.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
24+ 0.24% |
$1.47K - $1.48K
|
9.87K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10+ 0.22% |
$614 - $615
|
4.63K
$269K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
8New |
$491 - $492
|
8
$465
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.2% |
$430 - $431
|
3.56K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.03% |
$368 - $369
|
17.2K
$998K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
6+ 0.07% |
$368 - $369
|
8.16K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.12% |
$307 - $308
|
4.35K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.08% |
$307 - $308
|
6.46K
$376K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$184 - $185
|
13.3K
$773K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.03% |
$123 - $123
|
6.45K
$375K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$61.4 - $61.5
|
2.32K
$135K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1+ 1.64% |
$61.4 - $61.5
|
62
$3.61K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.03% |
$61.4 - $61.5
|
3.75K
$218K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1- -0.0% |
$61.4 - $61.5
|
32.9K
$1.91M
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1- -0.0% |
$61.4 - $61.5
|
89K
$5.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-9- 0.04% |
$553 - $554
|
20.7K
$1.2M
|