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 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1.64K+ 42.66% |
$94.4K - $96.7K
|
5.47K
$320K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.63K+ 6.6% |
$94.1K - $96.4K
|
26.3K
$1.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.6K+ 2.61% |
$92.3K - $94.6K
|
62.8K
$3.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.57K+ 0.91% |
$90.5K - $92.8K
|
174K
$10.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.51K+ 6.93% |
$87K - $89.2K
|
23.3K
$1.36M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 3.7% |
$85K - $87.1K
|
41.3K
$2.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.45K+ 6.68% |
$83.3K - $85.4K
|
23.1K
$1.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.44K+ 39.38% |
$82.8K - $84.8K
|
5.08K
$296K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.44KNew |
$82.8K - $84.8K
|
1.44K
$83.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.39K+ 21.36% |
$79.9K - $81.8K
|
7.87K
$459K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.29K+ 1.56% |
$74.6K - $76.4K
|
84.5K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.29KNew |
$74.1K - $75.9K
|
1.29K
$75K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.28K+ 2.04% |
$73.6K - $75.4K
|
63.9K
$3.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.28K+ 27.01% |
$73.5K - $75.3K
|
6K
$350K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.28KNew |
$73.5K - $75.3K
|
1.28K
$74.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.25KNew |
$72.2K - $74K
|
1.25K
$73.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 1.42% |
$70.9K - $72.6K
|
87.9K
$5.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.22K+ 10.19% |
$70.4K - $72.1K
|
13.2K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.18K+ 24.43% |
$67.8K - $69.4K
|
5.99K
$349K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 3.23% |
$62.6K - $64.2K
|
34.7K
$2.02M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.07K+ 63.71% |
$61.6K - $63.2K
|
2.75K
$160K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.05K+ 0.28% |
$60.3K - $61.8K
|
375K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.03K+ 2.24% |
$59.5K - $61K
|
47K
$2.74M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.01K+ 4.25% |
$58K - $59.4K
|
24.6K
$1.44M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
1K+ 18.52% |
$57.7K - $59.1K
|
6.4K
$374K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
944+ 20.72% |
$54.4K - $55.8K
|
5.5K
$321K
|
|
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
893+ 16.7% |
$51.5K - $52.8K
|
6.24K
$364K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
892New |
$51.4K - $52.7K
|
892
$52.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
874+ 0.59% |
$50.4K - $51.6K
|
148K
$8.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
857New |
$49.4K - $50.6K
|
857
$50K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
850New |
$49K - $50.2K
|
850
$49.6K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
809+ 2.11% |
$46.7K - $47.8K
|
39.1K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
788+ 19.16% |
$45.4K - $46.6K
|
4.9K
$286K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
773+ 26.72% |
$44.6K - $45.7K
|
3.67K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
756New |
$43.6K - $44.7K
|
756
$44.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
756+ 2.11% |
$43.6K - $44.7K
|
36.6K
$2.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
749New |
$43.2K - $44.3K
|
749
$43.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
689+ 6.66% |
$39.7K - $40.7K
|
11K
$644K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
664+ 0.38% |
$38.3K - $39.2K
|
176K
$10.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
642New |
$37K - $37.9K
|
642
$37.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
600New |
$34.6K - $35.4K
|
600
$35K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
591+ 1.17% |
$34.1K - $34.9K
|
51.3K
$2.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
552+ 205.97% |
$31.8K - $32.6K
|
820
$47.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
520New |
$30K - $30.7K
|
520
$30.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500+ 5.04% |
$28.8K - $29.5K
|
10.4K
$609K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
486+ 3.37% |
$28K - $28.7K
|
14.9K
$871K
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
460+ 6.24% |
$26.5K - $27.2K
|
7.83K
$457K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
427+ 2.12% |
$24.6K - $25.2K
|
20.6K
$1.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
410+ 4.27% |
$23.6K - $24.2K
|
10K
$585K
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
409+ 1.32% |
$23.6K - $24.2K
|
31.5K
$1.84M
|