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 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.99K+ 28.43% |
$229K - $232K
|
18K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3.98K+ 96.91% |
$229K - $232K
|
8.09K
$472K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 22.32% |
$227K - $230K
|
21.6K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.92KNew |
$225K - $228K
|
3.92K
$229K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.8K+ 26.07% |
$218K - $221K
|
18.4K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.77KNew |
$216K - $219K
|
3.77K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
3.74KNew |
$215K - $218K
|
3.74K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74KNew |
$214K - $217K
|
3.74K
$218K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
3.7KNew |
$213K - $215K
|
3.7K
$216K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
3.67KNew |
$211K - $213K
|
3.67K
$214K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.66K+ 11.22% |
$210K - $212K
|
36.2K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.64K+ 1.11% |
$209K - $212K
|
333K
$19.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.63K+ 24.55% |
$208K - $211K
|
18.4K
$1.07M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.62KNew |
$208K - $210K
|
3.62K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.61K+ 31.16% |
$207K - $210K
|
15.2K
$887K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.55KNew |
$204K - $206K
|
3.55K
$207K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.48KNew |
$199K - $202K
|
3.48K
$203K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.46K+ 102.55% |
$198K - $201K
|
6.83K
$398K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.39K+ 42.6% |
$194K - $197K
|
11.3K
$662K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.34K+ 5.18% |
$192K - $194K
|
67.9K
$3.96M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
3.13K+ 1816.86% |
$179K - $182K
|
3.3K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.07K+ 10.36% |
$176K - $179K
|
32.7K
$1.91M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.95K+ 58.49% |
$169K - $171K
|
7.98K
$466K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.85K+ 0.4% |
$163K - $165K
|
718K
$41.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.78K+ 21.25% |
$160K - $162K
|
15.9K
$926K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.71KNew |
$155K - $157K
|
2.71K
$158K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.68K+ 13.68% |
$154K - $156K
|
22.3K
$1.3M
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.67KNew |
$153K - $155K
|
2.67K
$156K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$146K - $148K
|
2.55K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.53K+ 4.97% |
$145K - $147K
|
53.4K
$3.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.48K+ 13.66% |
$143K - $144K
|
20.7K
$1.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.48KNew |
$142K - $144K
|
2.48K
$145K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.4K+ 0.33% |
$138K - $140K
|
727K
$42.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.4K+ 8564.29% |
$138K - $139K
|
2.43K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.28KNew |
$131K - $133K
|
2.28K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.25KNew |
$129K - $131K
|
2.25K
$131K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.21K+ 8.69% |
$127K - $129K
|
27.6K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
2.21K+ 40.34% |
$127K - $128K
|
7.68K
$448K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.19K+ 19.01% |
$126K - $127K
|
13.7K
$800K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.01K+ 2.88% |
$115K - $117K
|
71.7K
$4.18M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.89KNew |
$108K - $110K
|
1.89K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.81K+ 10.8% |
$104K - $105K
|
18.6K
$1.09M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.81K+ 1.59% |
$104K - $105K
|
116K
$6.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.79K+ 30.67% |
$103K - $104K
|
7.61K
$444K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.74KNew |
$100K - $101K
|
1.74K
$102K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.74K+ 0.36% |
$99.8K - $101K
|
489K
$28.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.72K+ 307.32% |
$98.8K - $100K
|
2.28K
$133K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.72K+ 4.02% |
$98.8K - $100K
|
44.5K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.64K+ 1.47% |
$94.3K - $95.6K
|
114K
$6.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 17.91% |
$90K - $91.2K
|
10.3K
$603K
|