Purchases and Sales Made in Q1 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
53.2KNew |
$3.05M - $3.13M
|
53.2K
$3.12M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
51.7KNew |
$2.96M - $3.04M
|
51.7K
$3.04M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51K+ 10.35% |
$2.92M - $3M
|
544K
$31.9M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
50.6KNew |
$2.9M - $2.98M
|
50.6K
$2.97M
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
50.3KNew |
$2.88M - $2.95M
|
50.3K
$2.95M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
49.8K+ 353.24% |
$2.86M - $2.93M
|
63.9K
$3.75M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
49.2KNew |
$2.82M - $2.89M
|
49.2K
$2.89M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.7K+ 43.7% |
$2.79M - $2.86M
|
160K
$9.4M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
46.4K+ 16.99% |
$2.66M - $2.73M
|
320K
$18.8M
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
46.1K+ 89.01% |
$2.64M - $2.71M
|
97.9K
$5.75M
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
44KNew |
$2.52M - $2.59M
|
44K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
41.7K+ 584.9% |
$2.39M - $2.45M
|
48.8K
$2.86M
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
41K+ 47.51% |
$2.35M - $2.41M
|
127K
$7.47M
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
40.8K+ 2.65% |
$2.34M - $2.4M
|
1.58M
$92.5M
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38.2K+ 24.9% |
$2.19M - $2.24M
|
191K
$11.2M
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
36.8K+ 19.49% |
$2.11M - $2.16M
|
226K
$13.3M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36.5K+ 906.93% |
$2.09M - $2.14M
|
40.5K
$2.38M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
36.4K+ 6.6% |
$2.08M - $2.14M
|
587K
$34.5M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
36.3KNew |
$2.08M - $2.14M
|
36.3K
$2.13M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.3K+ 1.2% |
$2.02M - $2.07M
|
2.96M
$174M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
34.7KNew |
$1.99M - $2.04M
|
34.7K
$2.04M
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
34.5K+ 405.67% |
$1.98M - $2.03M
|
43.1K
$2.53M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.5K+ 102.88% |
$1.98M - $2.03M
|
68.1K
$4M
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33.7K+ 13.64% |
$1.93M - $1.98M
|
281K
$16.5M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.7KNew |
$1.93M - $1.98M
|
33.7K
$1.98M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.4K+ 8.72% |
$1.91M - $1.96M
|
416K
$24.4M
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
31.9K+ 18.01% |
$1.83M - $1.88M
|
209K
$12.3M
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
30.4K+ 142.98% |
$1.74M - $1.79M
|
51.7K
$3.04M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
30.2K+ 9.44% |
$1.73M - $1.78M
|
350K
$20.6M
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
29.6KNew |
$1.7M - $1.74M
|
29.6K
$1.74M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
29.1KNew |
$1.67M - $1.71M
|
29.1K
$1.71M
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
28.7K+ 45.51% |
$1.65M - $1.69M
|
91.9K
$5.39M
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
28.6K+ 154.97% |
$1.64M - $1.68M
|
47.1K
$2.76M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28K+ 6.55% |
$1.61M - $1.65M
|
456K
$26.8M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
28K+ 17.06% |
$1.6M - $1.65M
|
192K
$11.3M
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
27.8K+ 6.72% |
$1.59M - $1.63M
|
441K
$25.9M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
26.5KNew |
$1.52M - $1.56M
|
26.5K
$1.56M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
26.1K+ 21.01% |
$1.5M - $1.54M
|
151K
$8.84M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 18.53% |
$1.5M - $1.53M
|
167K
$9.79M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
25.5K+ 43.38% |
$1.46M - $1.5M
|
84.4K
$4.96M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
24.9K+ 55.25% |
$1.43M - $1.46M
|
70K
$4.11M
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
24.6K+ 8.53% |
$1.41M - $1.45M
|
313K
$18.4M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.1KNew |
$1.38M - $1.42M
|
24.1K
$1.41M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
23.2K+ 5.89% |
$1.33M - $1.37M
|
418K
$24.5M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
23.1K+ 21.44% |
$1.32M - $1.36M
|
131K
$7.67M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
22.8K+ 41.5% |
$1.31M - $1.34M
|
77.9K
$4.57M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
22.6K+ 5.65% |
$1.3M - $1.33M
|
423K
$24.8M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
22.5KNew |
$1.29M - $1.32M
|
22.5K
$1.32M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.4K+ 11.72% |
$1.28M - $1.32M
|
213K
$12.5M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
22.2K+ 431.85% |
$1.27M - $1.3M
|
27.3K
$1.6M
|