Purchases and Sales Made in Q4 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 2023. 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 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.84K- 6.4% |
$278K - $283K
|
70.8K
$4.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 18.45% |
$301K - $306K
|
23.2K
$1.35M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.35KClosed |
$307K - $312K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.82K- 10.48% |
$333K - $340K
|
49.7K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.91K- 4.25% |
$339K - $345K
|
133K
$7.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.98K- 9.98% |
$343K - $349K
|
53.9K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-6.08K- 3.11% |
$349K - $355K
|
190K
$11.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.16K- 33.04% |
$353K - $360K
|
12.5K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-6.17K- 18.66% |
$354K - $360K
|
26.9K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-6.32K- 10.97% |
$362K - $369K
|
51.3K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.4K- 27.32% |
$367K - $374K
|
17K
$993K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-6.42K- 33.34% |
$368K - $375K
|
12.8K
$749K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-6.43K- 40.71% |
$369K - $376K
|
9.36K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.7K- 2.75% |
$384K - $391K
|
237K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.75K- 5.5% |
$387K - $394K
|
116K
$6.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-6.75K- 4.18% |
$387K - $394K
|
155K
$9.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-6.91K- 11.04% |
$396K - $403K
|
55.6K
$3.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.06K- 11.27% |
$405K - $412K
|
55.6K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.24K- 19.21% |
$415K - $423K
|
30.4K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-7.33K- 64.06% |
$420K - $428K
|
4.11K
$240K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.37K- 39.49% |
$423K - $430K
|
11.3K
$659K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-7.45K- 46.0% |
$427K - $435K
|
8.75K
$510K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-7.49K- 8.18% |
$429K - $437K
|
84.1K
$4.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7.77K- 4.27% |
$446K - $454K
|
174K
$10.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7.81K- 11.37% |
$448K - $456K
|
60.8K
$3.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-7.9K- 23.94% |
$453K - $462K
|
25.1K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.95K- 48.63% |
$456K - $465K
|
8.4K
$490K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-8.03K- 16.23% |
$460K - $469K
|
41.5K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.42K- 17.01% |
$483K - $492K
|
41.1K
$2.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-10.1K- 9.9% |
$579K - $590K
|
91.9K
$5.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.3K- 12.14% |
$592K - $603K
|
74.8K
$4.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-11K- 3.0% |
$631K - $643K
|
357K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11K- 1.04% |
$633K - $644K
|
1.04M
$61M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11.3K- 10.69% |
$647K - $659K
|
94.3K
$5.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.7K- 11.05% |
$673K - $686K
|
94.5K
$5.51M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-11.7K- 6.82% |
$673K - $686K
|
161K
$9.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12K- 45.58% |
$686K - $699K
|
14.3K
$834K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-12K- 14.99% |
$691K - $704K
|
68.3K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.4K- 43.07% |
$710K - $723K
|
16.4K
$955K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-13K- 31.36% |
$746K - $760K
|
28.5K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13K- 14.5% |
$746K - $760K
|
76.7K
$4.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-13.3K- 3.01% |
$761K - $775K
|
427K
$24.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-13.6K- 3.08% |
$777K - $792K
|
427K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-13.6K- 1.7% |
$777K - $792K
|
784K
$45.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
SELL
|
- |
-13.6K- 2.0% |
$782K - $797K
|
669K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.3K- 40.52% |
$819K - $834K
|
21K
$1.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15.2K- 15.98% |
$871K - $887K
|
79.8K
$4.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-15.4K- 1.99% |
$881K - $897K
|
757K
$44.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15.6K- 9.93% |
$896K - $912K
|
142K
$8.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-15.7K- 54.18% |
$898K - $914K
|
13.2K
$773K
|