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 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
68.8K+ 12.03% |
$3.95M - $4M
|
641K
$37.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
68.3KNew |
$3.92M - $3.97M
|
68.3K
$3.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
65.8K+ 148.14% |
$3.78M - $3.82M
|
110K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
65.3KNew |
$3.74M - $3.79M
|
65.3K
$3.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63.5K+ 8.03% |
$3.64M - $3.69M
|
854K
$49.9M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
63.3K+ 30.18% |
$3.63M - $3.68M
|
273K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
61.9K+ 67.82% |
$3.55M - $3.6M
|
153K
$8.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
61.7K+ 60.26% |
$3.54M - $3.59M
|
164K
$9.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
61.3KNew |
$3.52M - $3.56M
|
61.3K
$3.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
61.1K+ 234.56% |
$3.51M - $3.55M
|
87.1K
$5.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
59.4K+ 33.95% |
$3.41M - $3.45M
|
234K
$13.7M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
57.3KNew |
$3.29M - $3.33M
|
57.3K
$3.34M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56.1KNew |
$3.22M - $3.26M
|
56.1K
$3.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
55.8KNew |
$3.2M - $3.24M
|
55.8K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
55.2K+ 134.3% |
$3.17M - $3.21M
|
96.3K
$5.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
54.9K+ 70.37% |
$3.15M - $3.19M
|
133K
$7.76M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
54.3KNew |
$3.12M - $3.16M
|
54.3K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
52.8K+ 1491.53% |
$3.03M - $3.07M
|
56.4K
$3.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
51K+ 107.5% |
$2.92M - $2.96M
|
98.4K
$5.74M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
50.7KNew |
$2.91M - $2.95M
|
50.7K
$2.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50.7K+ 618.32% |
$2.91M - $2.95M
|
58.9K
$3.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
48.2K+ 4.07% |
$2.76M - $2.8M
|
1.23M
$71.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
46.8K+ 13.26% |
$2.69M - $2.72M
|
400K
$23.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
45.8K+ 65.96% |
$2.63M - $2.66M
|
115K
$6.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
45.4K+ 255.19% |
$2.6M - $2.64M
|
63.2K
$3.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.9K+ 224.54% |
$2.58M - $2.61M
|
65K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
44.7KNew |
$2.56M - $2.6M
|
44.7K
$2.61M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
43.4KNew |
$2.49M - $2.52M
|
43.4K
$2.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
42.8K+ 29.25% |
$2.45M - $2.49M
|
189K
$11M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39.6KNew |
$2.27M - $2.3M
|
39.6K
$2.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
39.2K+ 17.95% |
$2.25M - $2.28M
|
257K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
39KNew |
$2.24M - $2.27M
|
39K
$2.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
39KNew |
$2.24M - $2.27M
|
39K
$2.28M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.9K+ 358.07% |
$2.23M - $2.26M
|
49.8K
$2.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
38.6KNew |
$2.21M - $2.24M
|
38.6K
$2.25M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
38.5KNew |
$2.21M - $2.24M
|
38.5K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.1K+ 49.84% |
$2.13M - $2.16M
|
112K
$6.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
34.4K+ 144.08% |
$1.97M - $2M
|
58.3K
$3.4M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
34.4K+ 167.03% |
$1.97M - $2M
|
54.9K
$3.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
34KNew |
$1.95M - $1.97M
|
34K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
33.9KNew |
$1.94M - $1.97M
|
33.9K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.7KNew |
$1.94M - $1.96M
|
33.7K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33.6KNew |
$1.93M - $1.95M
|
33.6K
$1.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33.2K+ 15.77% |
$1.91M - $1.93M
|
244K
$14.2M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
33.1K+ 128.68% |
$1.9M - $1.92M
|
58.8K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33.1K+ 13.48% |
$1.9M - $1.92M
|
278K
$16.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
32.8K+ 137.7% |
$1.88M - $1.9M
|
56.5K
$3.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
32.2K+ 7.09% |
$1.85M - $1.87M
|
486K
$28.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
32K+ 28.85% |
$1.84M - $1.86M
|
143K
$8.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.1K+ 7.22% |
$1.78M - $1.81M
|
461K
$26.9M
|