Purchases and Sales Made in Q3 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-204- 1.29% |
$11.7K - $11.8K
|
15.6K
$909K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-209- 0.95% |
$12K - $12.1K
|
21.8K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-224- 1.36% |
$12.9K - $13K
|
16.3K
$951K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-250- 3.09% |
$14.4K - $14.5K
|
7.85K
$458K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-255- 5.67% |
$14.7K - $14.8K
|
4.24K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-265- 3.44% |
$15.2K - $15.3K
|
7.44K
$434K
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-273- 1.6% |
$15.7K - $15.8K
|
16.8K
$980K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-274- 2.45% |
$15.7K - $15.9K
|
10.9K
$638K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-289- 10.1% |
$16.6K - $16.7K
|
2.57K
$150K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-296- 0.82% |
$17K - $17.1K
|
35.8K
$2.09M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-313- 4.87% |
$18K - $18.1K
|
6.11K
$357K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-330- 8.39% |
$19K - $19.1K
|
3.6K
$210K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-330- 8.39% |
$19K - $19.1K
|
3.6K
$210K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-331- 7.56% |
$19K - $19.2K
|
4.05K
$236K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-357- 73.76% |
$20.5K - $20.7K
|
127
$7.41K
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-368- 7.17% |
$21.1K - $21.3K
|
4.77K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-373- 0.12% |
$21.4K - $21.6K
|
318K
$18.6M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-377- 1.72% |
$21.7K - $21.8K
|
21.5K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-391- 4.23% |
$22.5K - $22.6K
|
8.84K
$516K
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-400- 3.94% |
$23K - $23.2K
|
9.76K
$570K
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-410- 74.55% |
$23.6K - $23.7K
|
140
$8.17K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-421- 3.94% |
$24.2K - $24.4K
|
10.3K
$599K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-439- 87.98% |
$25.2K - $25.4K
|
60
$3.5K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-439- 87.98% |
$25.2K - $25.4K
|
60
$3.5K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-444- 6.69% |
$25.5K - $25.7K
|
6.19K
$361K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-448- 5.8% |
$25.7K - $25.9K
|
7.28K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-471- 94.2% |
$27.1K - $27.3K
|
29
$1.69K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-514- 7.53% |
$29.5K - $29.8K
|
6.31K
$368K
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-560- 11.9% |
$32.2K - $32.4K
|
4.15K
$242K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-563- 19.86% |
$32.4K - $32.6K
|
2.27K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-565- 0.46% |
$32.5K - $32.7K
|
123K
$7.16M
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-566- 8.33% |
$32.5K - $32.8K
|
6.23K
$364K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-583- 1.78% |
$33.5K - $33.8K
|
32.2K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-591- 0.48% |
$34K - $34.2K
|
123K
$7.18M
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-604- 0.94% |
$34.7K - $35K
|
63.6K
$3.71M
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-625- 5.07% |
$35.9K - $36.2K
|
11.7K
$683K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-625- 1.5% |
$35.9K - $36.2K
|
41K
$2.39M
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-691- 1.45% |
$39.7K - $40K
|
47.1K
$2.75M
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-749- 9.64% |
$43K - $43.4K
|
7.02K
$410K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-767- 12.29% |
$44.1K - $44.4K
|
5.48K
$320K
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-798- 9.45% |
$45.9K - $46.2K
|
7.65K
$446K
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-808- 0.62% |
$46.4K - $46.8K
|
129K
$7.55M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-893- 10.01% |
$51.3K - $51.7K
|
8.03K
$469K
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-900- 14.41% |
$51.7K - $52.1K
|
5.35K
$312K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-927- 87.29% |
$53.3K - $53.7K
|
135
$7.88K
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-937- 0.78% |
$53.8K - $54.3K
|
119K
$6.97M
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-938- 9.36% |
$53.9K - $54.3K
|
9.08K
$530K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-950- 1.77% |
$54.6K - $55K
|
52.8K
$3.08M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-970- 3.31% |
$55.7K - $56.2K
|
28.4K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-983- 5.74% |
$56.5K - $56.9K
|
16.1K
$942K
|