Purchases and Sales Made in Q4 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-86- 1.93% |
$4.93K - $5K
|
4.37K
$255K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-88- 1.2% |
$5.05K - $5.12K
|
7.25K
$423K
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-104- 1.19% |
$5.97K - $6.05K
|
8.67K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-133- 52.36% |
$7.63K - $7.73K
|
121
$7.06K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-135- 4.91% |
$7.75K - $7.85K
|
2.61K
$153K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-146- 2.82% |
$8.38K - $8.49K
|
5.04K
$294K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-147- 0.98% |
$8.43K - $8.55K
|
14.8K
$863K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-158- 3.98% |
$9.07K - $9.18K
|
3.82K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-164- 2.7% |
$9.41K - $9.53K
|
5.92K
$345K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-198- 1.71% |
$11.4K - $11.5K
|
11.4K
$663K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-205- 4.6% |
$11.8K - $11.9K
|
4.25K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-250- 5.1% |
$14.3K - $14.5K
|
4.65K
$271K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-254- 3.25% |
$14.6K - $14.8K
|
7.57K
$442K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-263- 3.0% |
$15.1K - $15.3K
|
8.52K
$497K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-267- 5.77% |
$15.3K - $15.5K
|
4.36K
$255K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-281- 1.71% |
$16.1K - $16.3K
|
16.1K
$941K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-282- 7.3% |
$16.2K - $16.4K
|
3.58K
$209K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-298- 3.34% |
$17.1K - $17.3K
|
8.62K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-329- 25.6% |
$18.9K - $19.1K
|
956
$55.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-330- 2.0% |
$18.9K - $19.2K
|
16.2K
$943K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-385- 3.91% |
$22.1K - $22.4K
|
9.46K
$552K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-388- 0.11% |
$22.3K - $22.6K
|
360K
$21M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-420- 33.55% |
$24.1K - $24.4K
|
832
$48.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-435- 2.23% |
$25K - $25.3K
|
19K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-452- 4.13% |
$25.9K - $26.3K
|
10.5K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-465- 0.29% |
$26.7K - $27K
|
157K
$9.18M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-468- 2.03% |
$26.9K - $27.2K
|
22.6K
$1.32M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-481- 0.75% |
$27.6K - $28K
|
63.4K
$3.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-486- 1.49% |
$27.9K - $28.3K
|
32.2K
$1.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-495- 0.97% |
$28.4K - $28.8K
|
50.8K
$2.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-545- 65.58% |
$31.3K - $31.7K
|
286
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-548- 53.52% |
$31.4K - $31.9K
|
476
$27.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-669- 14.72% |
$38.4K - $38.9K
|
3.88K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-675- 1.79% |
$38.7K - $39.2K
|
37.1K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-720- 2.97% |
$41.3K - $41.9K
|
23.6K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-728- 96.3% |
$41.8K - $42.3K
|
28
$1.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-735- 20.99% |
$42.2K - $42.7K
|
2.77K
$161K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-802- 9.06% |
$46K - $46.6K
|
8.05K
$470K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-837- 23.84% |
$48K - $48.7K
|
2.67K
$156K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-839- 1.0% |
$48.1K - $48.8K
|
82.6K
$4.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-869- 4.14% |
$49.9K - $50.5K
|
20.1K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-931- 20.49% |
$53.4K - $54.1K
|
3.61K
$211K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.03K- 10.94% |
$59.1K - $59.9K
|
8.38K
$489K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 22.92% |
$60.1K - $60.9K
|
3.53K
$206K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.09KClosed |
$62.5K - $63.4K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.15K- 8.57% |
$66K - $66.9K
|
12.3K
$717K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.2K- 14.29% |
$68.9K - $69.8K
|
7.2K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 4.12% |
$70.1K - $71K
|
28.4K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.23K- 7.07% |
$70.4K - $71.3K
|
16.1K
$941K
|
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.31K- 15.46% |
$74.9K - $75.9K
|
7.14K
$417K
|