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
|
Betterment LLC
New York, NY |
BUY
|
- |
1.57K+ 2.89% |
$90K - $91.1K
|
55.8K
$3.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.46K+ 3.84% |
$83.9K - $85K
|
39.6K
$2.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.46K+ 3.68% |
$83.5K - $84.6K
|
41.1K
$2.4M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.43K+ 1.83% |
$81.9K - $83K
|
79.2K
$4.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.3KNew |
$74.5K - $75.5K
|
1.3K
$75.8K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.23K+ 2.94% |
$70.6K - $71.5K
|
43.1K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.22K+ 30.66% |
$69.9K - $70.8K
|
5.19K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.22K+ 25.75% |
$69.8K - $70.7K
|
5.94K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.08K+ 6.81% |
$61.8K - $62.6K
|
16.9K
$986K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 21.01% |
$61.2K - $62K
|
6.15K
$359K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.06K+ 2.2% |
$60.8K - $61.6K
|
49.1K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.06K+ 13.92% |
$60.6K - $61.4K
|
8.64K
$505K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.04KNew |
$59.9K - $60.7K
|
1.04K
$60.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.04K+ 26.76% |
$59.7K - $60.5K
|
4.93K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 23.57% |
$57.8K - $58.5K
|
5.28K
$308K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1KNew |
$57.4K - $58.1K
|
1K
$58.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
999+ 15.61% |
$57.3K - $58.1K
|
7.4K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
854New |
$49K - $49.6K
|
854
$49.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
850New |
$48.8K - $49.4K
|
850
$49.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
837+ 2.66% |
$48K - $48.7K
|
32.3K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
814+ 3.87% |
$46.7K - $47.3K
|
21.8K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
811+ 5.06% |
$46.5K - $47.1K
|
16.8K
$982K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
800+ 22.0% |
$45.9K - $46.5K
|
4.44K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
745+ 1.29% |
$42.7K - $43.3K
|
58.6K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
728+ 7.76% |
$41.8K - $42.3K
|
10.1K
$590K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
700+ 12.72% |
$40.2K - $40.7K
|
6.2K
$362K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
680+ 16.65% |
$39K - $39.5K
|
4.76K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
665New |
$38.2K - $38.7K
|
665
$38.8K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
649+ 12.64% |
$37.2K - $37.7K
|
5.79K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
600+ 8.98% |
$34.4K - $34.9K
|
7.29K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
597New |
$34.3K - $34.7K
|
597
$34.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
585+ 1.12% |
$33.6K - $34K
|
53K
$3.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
579+ 52.26% |
$33.2K - $33.7K
|
1.69K
$98.5K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
560New |
$32.1K - $32.6K
|
560
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
533+ 6.77% |
$30.6K - $31K
|
8.4K
$490K
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
529+ 0.42% |
$30.4K - $30.8K
|
126K
$7.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
474+ 6.88% |
$27.2K - $27.6K
|
7.37K
$430K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
447+ 2.63% |
$25.6K - $26K
|
17.4K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
446+ 0.51% |
$25.6K - $25.9K
|
88.4K
$5.16M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
408New |
$23.4K - $23.7K
|
408
$23.8K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
391New |
$22.4K - $22.7K
|
391
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
330+ 0.02% |
$18.9K - $19.2K
|
1.65M
$96.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
330+ 0.09% |
$18.9K - $19.2K
|
375K
$21.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
293New |
$16.8K - $17K
|
293
$17.1K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
292+ 152.08% |
$16.8K - $17K
|
484
$28.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
281+ 0.65% |
$16.1K - $16.3K
|
43.7K
$2.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
265+ 2.42% |
$15.2K - $15.4K
|
11.2K
$656K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
260New |
$14.9K - $15.1K
|
260
$15.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
234+ 0.43% |
$13.4K - $13.6K
|
54.6K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
226+ 24.51% |
$13K - $13.1K
|
1.15K
$67K
|