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 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.34K- 9.82% |
$76.6K - $77.6K
|
12.3K
$715K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-1.46K- 17.36% |
$83.8K - $84.9K
|
6.96K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.48K- 7.49% |
$85.2K - $86.3K
|
18.3K
$1.07M
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.57K- 22.94% |
$90.2K - $91.4K
|
5.28K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.58K- 23.9% |
$90.6K - $91.8K
|
5.03K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.58K- 10.82% |
$90.7K - $91.8K
|
13K
$760K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.63K- 16.18% |
$93.5K - $94.8K
|
8.45K
$493K
|
|
|
Jan 27, 2023
Q4 2022
|
Alta Advisers LTD
|
SELL
|
- |
-1.7K- 0.23% |
$97.4K - $98.7K
|
738K
$43.1M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-1.74K- 4.64% |
$99.6K - $101K
|
35.7K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 7.43% |
$101K - $103K
|
22K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.77K- 29.78% |
$101K - $103K
|
4.17K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.95K- 7.41% |
$112K - $113K
|
24.4K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.97K- 12.36% |
$113K - $115K
|
14K
$816K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-2.01K- 27.21% |
$115K - $117K
|
5.37K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 36.49% |
$119K - $120K
|
3.6K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.26K- 3.87% |
$130K - $132K
|
56.2K
$3.28M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.27K- 1.84% |
$130K - $132K
|
121K
$7.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.48K- 11.06% |
$142K - $144K
|
19.9K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.65K- 5.72% |
$152K - $154K
|
43.6K
$2.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.71K- 5.19% |
$156K - $158K
|
49.5K
$2.89M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.83K- 24.92% |
$163K - $165K
|
8.54K
$498K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.88K- 3.66% |
$165K - $168K
|
75.9K
$4.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.91K- 33.51% |
$167K - $169K
|
5.78K
$337K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.1K- 27.04% |
$178K - $180K
|
8.37K
$488K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.13K- 10.06% |
$179K - $182K
|
27.9K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.15K- 45.32% |
$181K - $183K
|
3.8K
$222K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.26K- 25.22% |
$187K - $189K
|
9.66K
$564K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.6K- 5.81% |
$207K - $209K
|
58.4K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.71K- 10.13% |
$213K - $215K
|
32.9K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.74K- 7.35% |
$215K - $218K
|
47.2K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.8K- 4.67% |
$218K - $221K
|
77.7K
$4.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.83K- 10.23% |
$220K - $222K
|
33.6K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-4.01K- 39.99% |
$230K - $233K
|
6.01K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-4.16K- 1.72% |
$239K - $242K
|
238K
$13.9M
|
|
|
May 09, 2023
Q4 2022
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-4.2K- 6.89% |
$241K - $244K
|
56.8K
$3.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-4.26K- 3.4% |
$244K - $248K
|
121K
$7.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.28K- 35.8% |
$245K - $249K
|
7.67K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.44K- 41.94% |
$255K - $258K
|
6.14K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.64K- 3.27% |
$266K - $270K
|
137K
$8.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-4.73K- 56.98% |
$271K - $275K
|
3.57K
$208K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.79K- 1.0% |
$275K - $279K
|
475K
$27.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.83K- 9.87% |
$277K - $281K
|
44.1K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.89K- 54.84% |
$280K - $284K
|
4.02K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-5.17K- 4.26% |
$297K - $300K
|
116K
$6.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-5.64K- 7.19% |
$323K - $328K
|
72.7K
$4.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5.85K- 1.73% |
$336K - $340K
|
332K
$19.4M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.88KClosed |
$338K - $342K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-6K- 97.26% |
$344K - $349K
|
169
$9.86K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.16K- 14.13% |
$354K - $358K
|
37.4K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.25K- 9.89% |
$359K - $363K
|
56.9K
$3.32M
|