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
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
207New |
$11.9K - $12K
|
207
$12.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
202+ 3.2% |
$11.6K - $11.7K
|
6.52K
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
200+ 1.29% |
$11.5K - $11.6K
|
15.8K
$920K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
163New |
$9.35K - $9.48K
|
163
$9.51K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
148New |
$8.49K - $8.6K
|
148
$8.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
142+ 0.12% |
$8.15K - $8.25K
|
117K
$6.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
138+ 2.27% |
$7.92K - $8.02K
|
6.22K
$363K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
105+ 0.17% |
$6.02K - $6.1K
|
60.8K
$3.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
102+ 1.15% |
$5.85K - $5.93K
|
8.94K
$522K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
94+ 2.48% |
$5.39K - $5.46K
|
3.88K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
88+ 1.84% |
$5.05K - $5.12K
|
4.87K
$284K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
83+ 0.87% |
$4.76K - $4.82K
|
9.66K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
80+ 100.0% |
$4.59K - $4.65K
|
160
$9.34K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74New |
$4.25K - $4.3K
|
74
$4.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
74New |
$4.25K - $4.3K
|
74
$4.32K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
54New |
$3.1K - $3.14K
|
54
$3.15K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
52+ 0.43% |
$2.98K - $3.02K
|
12.3K
$716K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
39+ 0.97% |
$2.24K - $2.27K
|
4.08K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36New |
$2.07K - $2.09K
|
36
$2.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 0.54% |
$2.01K - $2.03K
|
6.5K
$379K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
27+ 0.59% |
$1.55K - $1.57K
|
4.61K
$269K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12+ 0.09% |
$689 - $698
|
14.1K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.28% |
$689 - $698
|
4.3K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 0.14% |
$516 - $523
|
6.31K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$402 - $407
|
7
$409
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
4New |
$230 - $233
|
4
$233
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.02% |
$172 - $174
|
15.6K
$909K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2+ 0.56% |
$115 - $116
|
357
$20.8K
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
2+ 0.09% |
$115 - $116
|
2.19K
$128K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.56% |
$115 - $116
|
357
$20.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.4 - $58.1
|
8.94K
$522K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1New |
$57.4 - $58.1
|
1
$58.4
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.72% |
$57.4 - $58.1
|
139
$8.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.4 - $58.1
|
9.34K
$545K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$57.4 - $58.1
|
3.56K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 2.88% |
$861 - $872
|
505
$29.5K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-21- 35.59% |
$1.2K - $1.22K
|
38
$2.22K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-21- 1.58% |
$1.2K - $1.22K
|
1.31K
$76.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-34- 0.16% |
$1.95K - $1.98K
|
21.3K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-37- 2.29% |
$2.12K - $2.15K
|
1.58K
$92.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-50- 6.1% |
$2.87K - $2.91K
|
770
$44.9K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-50- 0.41% |
$2.87K - $2.91K
|
12.1K
$709K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-50Closed |
$2.87K - $2.91K
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-58- 7.93% |
$3.33K - $3.37K
|
673
$39.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-61- 0.64% |
$3.5K - $3.55K
|
9.4K
$549K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-71- 0.05% |
$4.07K - $4.13K
|
144K
$8.42M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-73- 0.84% |
$4.19K - $4.24K
|
8.6K
$502K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 34.39% |
$4.36K - $4.42K
|
145
$8.46K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-83- 0.45% |
$4.76K - $4.82K
|
18.5K
$1.08M
|