Purchases and Sales Made in Q1 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
29.7KNew |
$1.76M - $1.81M
|
29.7K
$1.73M
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
27.5K+ 44.72% |
$1.63M - $1.67M
|
89.1K
$5.18M
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
26K+ 13.26% |
$1.54M - $1.58M
|
222K
$12.9M
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
25.5K+ 83.85% |
$1.51M - $1.55M
|
55.9K
$3.25M
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25K+ 52.7% |
$1.48M - $1.52M
|
72.4K
$4.21M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
24.3KNew |
$1.44M - $1.48M
|
24.3K
$1.41M
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
23.6K+ 9.96% |
$1.4M - $1.44M
|
261K
$15.2M
|
|
May 05, 2022
Q1 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
22.7K+ 25.0% |
$1.34M - $1.38M
|
113K
$6.6M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
22.5KNew |
$1.33M - $1.37M
|
22.5K
$1.31M
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
21.9K+ 7.77% |
$1.3M - $1.33M
|
304K
$17.7M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.6K+ 1256.32% |
$1.28M - $1.31M
|
23.3K
$1.35M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.7KNew |
$1.22M - $1.26M
|
20.7K
$1.2M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
20.5K+ 213.66% |
$1.21M - $1.25M
|
30.1K
$1.75M
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
20.2K+ 8.3% |
$1.2M - $1.23M
|
264K
$15.3M
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
20.2KNew |
$1.19M - $1.23M
|
20.2K
$1.17M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
20.2KNew |
$1.19M - $1.23M
|
20.2K
$1.17M
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
20.1K+ 28.56% |
$1.19M - $1.22M
|
90.5K
$5.27M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.1K+ 46.48% |
$1.13M - $1.16M
|
60.1K
$3.49M
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
18.6KNew |
$1.1M - $1.13M
|
18.6K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
17.9KNew |
$1.06M - $1.09M
|
17.9K
$1.04M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
16K+ 154.69% |
$947K - $972K
|
26.3K
$1.53M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.9KNew |
$943K - $969K
|
15.9K
$927K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
15.6KNew |
$921K - $946K
|
15.6K
$905K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2KNew |
$900K - $924K
|
15.2K
$885K
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
15K+ 59.21% |
$889K - $913K
|
40.4K
$2.35M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.4KNew |
$850K - $873K
|
14.4K
$836K
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
13.8KNew |
$817K - $839K
|
13.8K
$803K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.7KNew |
$810K - $831K
|
13.7K
$796K
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$786K - $807K
|
13.3K
$773K
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.36% |
$763K - $783K
|
558K
$32.5M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
12.6K+ 269.22% |
$748K - $768K
|
17.3K
$1.01M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
12.2KNew |
$721K - $741K
|
12.2K
$709K
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
12.1K+ 160.12% |
$717K - $736K
|
19.7K
$1.14M
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
12.1K+ 310.26% |
$716K - $736K
|
16K
$931K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.4K+ 51.23% |
$674K - $692K
|
33.6K
$1.96M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 4.18% |
$661K - $679K
|
278K
$16.2M
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
11KNew |
$649K - $667K
|
11K
$638K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
10.5KNew |
$623K - $640K
|
10.5K
$613K
|
|
May 09, 2022
Q1 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
10.5K+ 159.43% |
$621K - $638K
|
17.1K
$994K
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
10.5K+ 4.51% |
$621K - $638K
|
243K
$14.1M
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
9.97K+ 151.11% |
$590K - $606K
|
16.6K
$964K
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.86KNew |
$583K - $599K
|
9.86K
$573K
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
9.65K+ 10.27% |
$571K - $587K
|
104K
$6.03M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
9.31KNew |
$551K - $566K
|
9.31K
$542K
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8.97KNew |
$531K - $545K
|
8.97K
$522K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.82KNew |
$522K - $536K
|
8.82K
$513K
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.18K+ 1.26% |
$484K - $497K
|
655K
$38.1M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.13K+ 4.83% |
$481K - $494K
|
176K
$10.3M
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
8.02K+ 105.8% |
$475K - $488K
|
15.6K
$908K
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
8.02K+ 2.42% |
$475K - $487K
|
340K
$19.8M
|