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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.7K+ 2.61% |
$900K - $917K
|
618K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.7KNew |
$899K - $916K
|
15.7K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.7K+ 13.85% |
$898K - $914K
|
129K
$7.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15.6KNew |
$894K - $911K
|
15.6K
$910K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
15.5K+ 3.99% |
$890K - $907K
|
405K
$23.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
15.5K+ 9.37% |
$890K - $906K
|
181K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
15.2KNew |
$873K - $890K
|
15.2K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$822K - $838K
|
14.3K
$837K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
14.1K+ 12.83% |
$809K - $824K
|
124K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14KNew |
$803K - $818K
|
14K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.5K+ 30.93% |
$774K - $789K
|
57.2K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13.5K+ 16.06% |
$772K - $786K
|
97.3K
$5.68M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
13.3K+ 94.78% |
$765K - $779K
|
27.4K
$1.6M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
13KNew |
$745K - $759K
|
13K
$758K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13K+ 5.43% |
$743K - $757K
|
252K
$14.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7K+ 63.23% |
$730K - $744K
|
32.9K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
12.7K+ 7.21% |
$725K - $739K
|
188K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
12.3K+ 9.22% |
$706K - $719K
|
146K
$8.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.9K+ 3.08% |
$683K - $696K
|
399K
$23.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.8KNew |
$675K - $688K
|
11.8K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.6KNew |
$666K - $678K
|
11.6K
$678K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
11.4K+ 274.69% |
$652K - $664K
|
15.5K
$906K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
11.2KNew |
$643K - $655K
|
11.2K
$654K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 23.75% |
$631K - $643K
|
57.3K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11KNew |
$630K - $642K
|
11K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10.6K+ 12.01% |
$607K - $618K
|
98.7K
$5.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
10.5KNew |
$601K - $613K
|
10.5K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 5.54% |
$593K - $604K
|
197K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98KNew |
$572K - $583K
|
9.98K
$582K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.95K+ 27.9% |
$570K - $581K
|
45.6K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.7K+ 98.12% |
$556K - $567K
|
19.6K
$1.14M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
9.64KNew |
$553K - $563K
|
9.64K
$563K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
9.37K+ 14.74% |
$537K - $547K
|
72.9K
$4.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
9.32KNew |
$535K - $544K
|
9.32K
$544K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
9.17KNew |
$526K - $536K
|
9.17K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
9.13K+ 109.32% |
$524K - $534K
|
17.5K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
9.06KNew |
$519K - $529K
|
9.06K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.03K+ 14.09% |
$518K - $528K
|
73.2K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.9K+ 16.72% |
$510K - $520K
|
62.1K
$3.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
8.8K+ 5.0% |
$504K - $514K
|
185K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.7K+ 24.49% |
$499K - $508K
|
44.2K
$2.58M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
8.67KNew |
$497K - $506K
|
8.67K
$506K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.6KNew |
$493K - $502K
|
8.6K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.56K+ 19.58% |
$491K - $500K
|
52.2K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.48KNew |
$486K - $495K
|
8.48K
$495K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
8.43K+ 5.3% |
$483K - $493K
|
167K
$9.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.16K+ 44.24% |
$468K - $477K
|
26.6K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
8.08K+ 191.12% |
$463K - $472K
|
12.3K
$718K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.02K+ 34856.52% |
$460K - $468K
|
8.04K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.98KNew |
$457K - $466K
|
7.98K
$466K
|