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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-6.34K- 1.43% |
$364K - $369K
|
437K
$25.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-6.41K- 11.32% |
$368K - $373K
|
50.2K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.51K- 1.49% |
$373K - $378K
|
430K
$25.1M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-6.55K- 3.11% |
$376K - $381K
|
204K
$11.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-6.56K- 4.53% |
$376K - $381K
|
138K
$8.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-7.65K- 9.57% |
$439K - $445K
|
72.3K
$4.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.88K- 5.58% |
$452K - $458K
|
133K
$7.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-8.01K- 32.5% |
$460K - $466K
|
16.6K
$971K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-8.27K- 60.38% |
$475K - $481K
|
5.43K
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-8.67K- 6.22% |
$497K - $504K
|
131K
$7.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9.06K- 6.96% |
$520K - $527K
|
121K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.22K- 5.87% |
$529K - $536K
|
148K
$8.63M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-9.27K- 38.07% |
$532K - $539K
|
15.1K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.35K- 15.47% |
$536K - $543K
|
51K
$2.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.77K- 5.95% |
$560K - $568K
|
154K
$9.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-9.84K- 4.58% |
$564K - $572K
|
205K
$11.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10K- 72.16% |
$574K - $581K
|
3.86K
$225K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-10.3K- 8.01% |
$591K - $599K
|
118K
$6.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.6K- 22.83% |
$608K - $616K
|
35.8K
$2.09M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.7K- 36.75% |
$671K - $680K
|
20.1K
$1.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-12.2K- 50.27% |
$700K - $710K
|
12.1K
$705K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-12.3K- 22.08% |
$705K - $714K
|
43.4K
$2.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.3K- 21.02% |
$706K - $715K
|
46.2K
$2.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-12.5K- 8.12% |
$720K - $729K
|
142K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.7K- 66.68% |
$727K - $737K
|
6.33K
$370K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-12.8K- 18.83% |
$732K - $742K
|
55K
$3.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-12.8K- 19.09% |
$734K - $743K
|
54.2K
$3.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-12.8K- 16.03% |
$735K - $744K
|
67.1K
$3.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 41.25% |
$742K - $752K
|
18.4K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-13.9K- 43.38% |
$798K - $808K
|
18.1K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-14.2K- 15.28% |
$813K - $824K
|
78.6K
$4.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-14.2K- 14.51% |
$814K - $825K
|
83.7K
$4.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 21.45% |
$850K - $861K
|
54.2K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-15.2K- 98.33% |
$869K - $881K
|
258
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15.2K- 22.91% |
$872K - $883K
|
51.1K
$2.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-15.8K- 11.75% |
$906K - $918K
|
119K
$6.92M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-16K- 10.5% |
$916K - $928K
|
136K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-16.2K- 4.74% |
$930K - $942K
|
326K
$19M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-16.4K- 15.38% |
$940K - $952K
|
90.1K
$5.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 8.7% |
$965K - $978K
|
177K
$10.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-18.5K- 12.92% |
$1.06M - $1.07M
|
124K
$7.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-18.7K- 12.34% |
$1.07M - $1.09M
|
133K
$7.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-19.2K- 82.66% |
$1.1M - $1.11M
|
4.02K
$235K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-19.4K- 23.72% |
$1.11M - $1.13M
|
62.3K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-20.5K- 22.04% |
$1.18M - $1.19M
|
72.7K
$4.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 86.12% |
$1.19M - $1.21M
|
3.36K
$196K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-22.7K- 10.29% |
$1.3M - $1.32M
|
198K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.4K- 24.58% |
$1.35M - $1.36M
|
71.9K
$4.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-25.4K- 16.9% |
$1.46M - $1.48M
|
125K
$7.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-25.5K- 5.04% |
$1.46M - $1.48M
|
480K
$28M
|