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 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
15KNew |
$861K - $872K
|
15K
$876K
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
15K+ 5.24% |
$860K - $871K
|
301K
$17.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
14.8K+ 6.21% |
$846K - $857K
|
252K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
14.3K+ 2.84% |
$823K - $834K
|
519K
$30.3M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
14.2K+ 56.37% |
$817K - $828K
|
39.5K
$2.31M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
14.1KNew |
$808K - $819K
|
14.1K
$822K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
13.9KNew |
$797K - $807K
|
13.9K
$810K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.8K+ 12.83% |
$792K - $802K
|
121K
$7.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
13.5K+ 3.53% |
$773K - $783K
|
395K
$23M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.1KNew |
$752K - $762K
|
13.1K
$765K
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
13KNew |
$744K - $754K
|
13K
$757K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.9K+ 204.51% |
$742K - $751K
|
19.2K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.8KNew |
$735K - $744K
|
12.8K
$747K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
12.8KNew |
$734K - $744K
|
12.8K
$747K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
12.6K+ 57.32% |
$722K - $732K
|
34.6K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.3K+ 10.89% |
$703K - $713K
|
125K
$7.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12.3K+ 46.8% |
$703K - $712K
|
38.4K
$2.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
12.1KNew |
$695K - $704K
|
12.1K
$707K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
12.1KNew |
$693K - $702K
|
12.1K
$705K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
12K+ 247.78% |
$689K - $698K
|
16.9K
$984K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$628K - $636K
|
10.9K
$639K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$624K - $632K
|
10.9K
$634K
|
|
|
Feb 09, 2023
Q4 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
10.7KNew |
$614K - $622K
|
10.7K
$625K
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$607K - $615K
|
10.6K
$618K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
10.5KNew |
$605K - $613K
|
10.5K
$615K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
10.5K+ 1.85% |
$602K - $610K
|
577K
$33.7M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
10.3KNew |
$590K - $598K
|
10.3K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.2K+ 6.19% |
$587K - $594K
|
175K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
10.1K+ 11.79% |
$582K - $590K
|
96.2K
$5.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10.1K+ 119.23% |
$580K - $587K
|
18.6K
$1.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Shah Capital Management
|
BUY
|
- |
10K+ 5.03% |
$574K - $581K
|
209K
$12.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
9.9KNew |
$568K - $575K
|
9.9K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
9.8KNew |
$562K - $570K
|
9.8K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
9.63K+ 5.56% |
$553K - $560K
|
183K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
9.41K+ 11.41% |
$540K - $547K
|
91.9K
$5.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.3K+ 9.88% |
$534K - $541K
|
103K
$6.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.29K+ 152.04% |
$533K - $540K
|
15.4K
$898K
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
9.28K+ 5.33% |
$532K - $539K
|
183K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
9.16K+ 32.75% |
$526K - $533K
|
37.1K
$2.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.99K+ 10.65% |
$516K - $523K
|
93.5K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.94KNew |
$513K - $519K
|
8.94K
$522K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.71K+ 73.15% |
$500K - $507K
|
20.6K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
8.6K+ 29.83% |
$493K - $500K
|
37.4K
$2.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.58KNew |
$492K - $499K
|
8.58K
$501K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.26KNew |
$474K - $480K
|
8.26K
$482K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
8.09K+ 88.3% |
$464K - $470K
|
17.2K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
7.83K+ 4.69% |
$449K - $455K
|
175K
$10.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.61K+ 5.74% |
$437K - $442K
|
140K
$8.19M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
7.51K+ 11.24% |
$431K - $437K
|
74.4K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.34K+ 8.96% |
$421K - $427K
|
89.3K
$5.21M
|