Purchases and Sales Made in Q3 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 2022. 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 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-10.1K- 63.5% |
$582K - $597K
|
5.8K
$339K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10.3K- 59.68% |
$593K - $608K
|
6.95K
$406K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-10.4K- 41.57% |
$599K - $613K
|
14.6K
$852K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-10.6K- 63.2% |
$611K - $626K
|
6.17K
$360K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-10.8K- 63.91% |
$625K - $640K
|
6.12K
$357K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-11.1K- 12.35% |
$640K - $655K
|
78.7K
$4.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-11.1K- 8.16% |
$642K - $658K
|
125K
$7.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2K- 8.95% |
$644K - $659K
|
114K
$6.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-11.4KClosed |
$656K - $672K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12K- 50.82% |
$690K - $707K
|
11.6K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-12.5K- 21.83% |
$720K - $738K
|
44.7K
$2.61M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-12.6KClosed |
$725K - $743K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.8K- 4.23% |
$736K - $754K
|
289K
$16.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-12.9K- 0.54% |
$742K - $760K
|
2.38M
$139M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-13.7K- 15.34% |
$789K - $808K
|
75.5K
$4.41M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-14.2K- 71.43% |
$816K - $836K
|
5.66K
$330K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-14.5K- 30.77% |
$835K - $856K
|
32.6K
$1.9M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-16K- 93.63% |
$924K - $947K
|
1.09K
$63.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-16.5K- 3.27% |
$950K - $974K
|
487K
$28.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-17.4K- 4.6% |
$1M - $1.03M
|
360K
$21M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-18.5K- 7.77% |
$1.07M - $1.1M
|
220K
$12.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 80.36% |
$1.08M - $1.11M
|
4.57K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.7K- 3.4% |
$1.08M - $1.11M
|
532K
$31M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
SELL
|
- |
-18.9K- 2.49% |
$1.09M - $1.12M
|
740K
$43.2M
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-19.3K- 36.92% |
$1.11M - $1.14M
|
33K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-19.4K- 2.73% |
$1.12M - $1.15M
|
693K
$40.5M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-20.4K- 8.87% |
$1.18M - $1.21M
|
210K
$12.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.6K- 12.59% |
$1.25M - $1.28M
|
150K
$8.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-21.6K- 5.75% |
$1.25M - $1.28M
|
355K
$20.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.9K- 24.05% |
$1.26M - $1.29M
|
69K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22K- 27.29% |
$1.27M - $1.3M
|
58.5K
$3.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.3K- 29.2% |
$1.29M - $1.32M
|
54.1K
$3.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25.9K- 36.81% |
$1.49M - $1.53M
|
44.4K
$2.59M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-26.1K- 66.01% |
$1.5M - $1.54M
|
13.4K
$784K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-29.1K- 31.61% |
$1.68M - $1.72M
|
63K
$3.68M
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-29.1K- 37.41% |
$1.68M - $1.72M
|
48.8K
$2.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-30.6K- 65.74% |
$1.77M - $1.81M
|
16K
$931K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-31.3K- 42.29% |
$1.81M - $1.85M
|
42.8K
$2.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-31.7K- 28.35% |
$1.83M - $1.87M
|
80.1K
$4.67M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-32K- 4.23% |
$1.84M - $1.89M
|
724K
$42.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-32.6K- 16.14% |
$1.88M - $1.93M
|
169K
$9.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-32.9K- 90.29% |
$1.9M - $1.94M
|
3.54K
$207K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-34.9K- 12.37% |
$2.01M - $2.06M
|
247K
$14.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-36.6K- 6.75% |
$2.11M - $2.16M
|
506K
$29.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-36.8K- 9.7% |
$2.12M - $2.17M
|
342K
$20M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-39K- 43.29% |
$2.25M - $2.31M
|
51.1K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-46.1K- 87.57% |
$2.66M - $2.73M
|
6.55K
$382K
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-46.7K- 19.83% |
$2.69M - $2.76M
|
189K
$11M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-47.9K- 8.53% |
$2.76M - $2.83M
|
513K
$30M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-48.7K- 82.16% |
$2.81M - $2.88M
|
10.6K
$617K
|