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 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
214KNew |
$12.3M - $12.4M
|
214K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$11.6M - $11.7M
|
202K
$11.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
177KNew |
$10.2M - $10.3M
|
177K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
168K+ 106.49% |
$9.63M - $9.76M
|
325K
$19M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
165K+ 29.75% |
$9.47M - $9.59M
|
719K
$42M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
164KNew |
$9.43M - $9.55M
|
164K
$9.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
156K+ 8.74% |
$8.97M - $9.09M
|
1.95M
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
155K+ 53.93% |
$8.9M - $9.02M
|
443K
$25.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
155K+ 61.75% |
$8.89M - $9M
|
406K
$23.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
154KNew |
$8.84M - $8.96M
|
154K
$8.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153K+ 28.75% |
$8.77M - $8.89M
|
685K
$40M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
148K+ 40.33% |
$8.48M - $8.59M
|
514K
$30M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
145KNew |
$8.29M - $8.4M
|
145K
$8.44M
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
141KNew |
$8.12M - $8.22M
|
141K
$8.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
139KNew |
$7.97M - $8.08M
|
139K
$8.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
136K+ 8.3% |
$7.82M - $7.93M
|
1.78M
$104M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
132K+ 80.13% |
$7.56M - $7.66M
|
296K
$17.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
130KNew |
$7.49M - $7.58M
|
130K
$7.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
129KNew |
$7.43M - $7.52M
|
129K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
129KNew |
$7.39M - $7.49M
|
129K
$7.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
122K+ 4968.8% |
$7M - $7.09M
|
124K
$7.26M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
121K+ 56.47% |
$6.93M - $7.02M
|
335K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
119KNew |
$6.83M - $6.92M
|
119K
$6.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
118K+ 64.7% |
$6.79M - $6.88M
|
301K
$17.6M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
117KNew |
$6.73M - $6.82M
|
117K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
115KNew |
$6.57M - $6.66M
|
115K
$6.69M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111KNew |
$6.39M - $6.48M
|
111K
$6.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
104KNew |
$5.98M - $6.06M
|
104K
$6.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
102K+ 148.23% |
$5.84M - $5.92M
|
170K
$9.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97K+ 19.3% |
$5.56M - $5.64M
|
599K
$35M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
97KNew |
$5.56M - $5.64M
|
97K
$5.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
96KNew |
$5.51M - $5.58M
|
96K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
94.9KNew |
$5.45M - $5.52M
|
94.9K
$5.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.8K+ 13.1% |
$5.44M - $5.51M
|
818K
$47.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
94.6K+ 98.13% |
$5.43M - $5.5M
|
191K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
91.6KNew |
$5.25M - $5.32M
|
91.6K
$5.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
89.9KNew |
$5.16M - $5.23M
|
89.9K
$5.25M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88.3K+ 86.94% |
$5.06M - $5.13M
|
190K
$11.1M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
86.5K+ 1255.36% |
$4.96M - $5.03M
|
93.4K
$5.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
85.1K+ 11.59% |
$4.88M - $4.95M
|
819K
$47.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
79.4KNew |
$4.56M - $4.62M
|
79.4K
$4.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78.8KNew |
$4.52M - $4.58M
|
78.8K
$4.6M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
76.1KNew |
$4.36M - $4.42M
|
76.1K
$4.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
75.4K+ 8.36% |
$4.33M - $4.38M
|
978K
$57.1M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
73.2K+ 29.65% |
$4.2M - $4.26M
|
320K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
72.8K+ 56.7% |
$4.18M - $4.23M
|
201K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71.8K+ 207.04% |
$4.12M - $4.17M
|
106K
$6.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
71.4K+ 32.68% |
$4.1M - $4.15M
|
290K
$16.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
71K+ 40.23% |
$4.07M - $4.13M
|
247K
$14.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
69K+ 22.22% |
$3.96M - $4.01M
|
380K
$22.2M
|