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 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
7.3K+ 93.6% |
$419K - $424K
|
15.1K
$881K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.27K+ 43.18% |
$417K - $423K
|
24.1K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.21K+ 3.2% |
$414K - $419K
|
232K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
7.19KNew |
$413K - $418K
|
7.19K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.14K+ 10.51% |
$410K - $415K
|
75.1K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.13KNew |
$409K - $414K
|
7.13K
$416K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
6.83K+ 58.68% |
$392K - $397K
|
18.5K
$1.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
6.77KNew |
$388K - $394K
|
6.77K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.77K+ 6.71% |
$388K - $393K
|
108K
$6.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
6.75KNew |
$387K - $392K
|
6.75K
$394K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.73K+ 146.33% |
$386K - $391K
|
11.3K
$662K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.73K+ 150.85% |
$386K - $391K
|
11.2K
$654K
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.62K+ 37.84% |
$380K - $385K
|
24.1K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.5KNew |
$373K - $378K
|
6.5K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6.5KNew |
$373K - $378K
|
6.5K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.32KNew |
$363K - $368K
|
6.32K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.07K+ 46.11% |
$348K - $353K
|
19.2K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.7K+ 12.63% |
$327K - $331K
|
50.8K
$2.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5.65K+ 58.3% |
$324K - $328K
|
15.3K
$895K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
5.64KNew |
$324K - $328K
|
5.64K
$329K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
5.34KNew |
$307K - $311K
|
5.34K
$312K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
5.27KNew |
$302K - $306K
|
5.27K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.25KNew |
$301K - $305K
|
5.25K
$306K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.25KNew |
$301K - $305K
|
5.25K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.23K+ 85.47% |
$300K - $304K
|
11.3K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.19KNew |
$298K - $302K
|
5.19K
$303K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.14KNew |
$295K - $299K
|
5.14K
$300K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.11KNew |
$293K - $297K
|
5.11K
$298K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
5.07KNew |
$291K - $295K
|
5.07K
$296K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
5K+ 2.65% |
$287K - $291K
|
194K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.93KNew |
$283K - $287K
|
4.93K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.87KNew |
$279K - $283K
|
4.87K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.7K+ 105.01% |
$269K - $273K
|
9.17K
$535K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.67K+ 6.28% |
$268K - $271K
|
78.9K
$4.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.66K+ 3.14% |
$267K - $271K
|
153K
$8.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.65KNew |
$267K - $270K
|
4.65K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4.52KNew |
$259K - $263K
|
4.52K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.49K+ 14.94% |
$258K - $261K
|
34.6K
$2.02M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.46K+ 9.41% |
$256K - $259K
|
51.9K
$3.03M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.42K+ 6.55% |
$253K - $257K
|
71.9K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.35K+ 21.44% |
$250K - $253K
|
24.6K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.35KNew |
$250K - $253K
|
4.35K
$254K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
4.18KNew |
$240K - $243K
|
4.18K
$244K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
4.16K+ 734.98% |
$239K - $242K
|
4.73K
$276K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
4.15K+ 11.35% |
$238K - $241K
|
40.8K
$2.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.13K+ 75.64% |
$237K - $240K
|
9.6K
$560K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.13K+ 3.08% |
$237K - $240K
|
138K
$8.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.06K+ 12.94% |
$233K - $236K
|
35.4K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.05KNew |
$232K - $235K
|
4.05K
$236K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.03KNew |
$231K - $234K
|
4.03K
$235K
|