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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-15.7K- 97.11% |
$899K - $915K
|
467
$27.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-16K- 5.03% |
$919K - $936K
|
302K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.1K- 37.77% |
$926K - $943K
|
26.6K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-16.4K- 12.36% |
$939K - $956K
|
116K
$6.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-16.8K- 9.46% |
$962K - $980K
|
161K
$9.37M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.1K- 9.41% |
$981K - $999K
|
165K
$9.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-17.1K- 79.88% |
$983K - $1M
|
4.32K
$252K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-17.2K- 6.71% |
$986K - $1M
|
239K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.7K- 17.13% |
$1.01M - $1.03M
|
85.5K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-18K- 20.31% |
$1.03M - $1.05M
|
70.5K
$4.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-18.5K- 2.27% |
$1.06M - $1.08M
|
798K
$46.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-18.9K- 13.26% |
$1.09M - $1.11M
|
124K
$7.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-19.2K- 45.4% |
$1.1M - $1.12M
|
23.1K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19.9K- 8.43% |
$1.14M - $1.16M
|
216K
$12.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.9K- 61.71% |
$1.14M - $1.16M
|
12.3K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20.1K- 31.31% |
$1.15M - $1.17M
|
44.1K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-20.8K- 10.36% |
$1.19M - $1.21M
|
180K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-20.8K- 53.53% |
$1.19M - $1.22M
|
18.1K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-21.1K- 12.49% |
$1.21M - $1.23M
|
148K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.1K- 25.34% |
$1.21M - $1.24M
|
62.3K
$3.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-21.4K- 4.84% |
$1.23M - $1.25M
|
420K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.7K- 4.3% |
$1.24M - $1.27M
|
482K
$28.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-22K- 13.32% |
$1.26M - $1.28M
|
143K
$8.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-22.7K- 33.32% |
$1.3M - $1.33M
|
45.5K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-23K- 30.44% |
$1.32M - $1.34M
|
52.6K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24.3K- 18.74% |
$1.39M - $1.42M
|
105K
$6.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 11.73% |
$1.43M - $1.46M
|
188K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-25.4K- 5.32% |
$1.46M - $1.48M
|
453K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.6K- 18.65% |
$1.47M - $1.5M
|
112K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.8K- 59.53% |
$1.48M - $1.51M
|
17.6K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-25.9K- 32.31% |
$1.49M - $1.51M
|
54.3K
$3.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-26.1K- 24.31% |
$1.5M - $1.52M
|
81.2K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.17% |
$1.58M - $1.61M
|
143K
$8.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-27.7K- 31.64% |
$1.59M - $1.62M
|
59.8K
$3.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-28.3K- 29.18% |
$1.63M - $1.66M
|
68.8K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-28.6K- 33.71% |
$1.64M - $1.67M
|
56.2K
$3.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-29.1K- 34.73% |
$1.67M - $1.7M
|
54.7K
$3.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-29.2K- 38.57% |
$1.67M - $1.7M
|
46.4K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-32.1K- 5.88% |
$1.84M - $1.87M
|
514K
$30M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-32.6K- 6.31% |
$1.87M - $1.91M
|
484K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-35.1K- 20.09% |
$2.01M - $2.05M
|
139K
$8.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-35.7K- 12.72% |
$2.04M - $2.08M
|
245K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-35.7K- 7.26% |
$2.04M - $2.08M
|
455K
$26.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-36.2K- 77.6% |
$2.07M - $2.11M
|
10.4K
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-37.8K- 75.37% |
$2.16M - $2.21M
|
12.3K
$720K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-38.1K- 5.48% |
$2.18M - $2.22M
|
656K
$38.3M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-41.1KClosed |
$2.36M - $2.4M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.3K- 10.15% |
$2.37M - $2.41M
|
365K
$21.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-41.3K- 46.47% |
$2.37M - $2.41M
|
47.6K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-42.4K- 46.31% |
$2.43M - $2.48M
|
49.2K
$2.87M
|