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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$650K - $666K
|
11.3K
$661K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$621K - $636K
|
10.8K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.8KNew |
$619K - $635K
|
10.8K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.8K+ 9.04% |
$616K - $632K
|
130K
$7.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
10.6KNew |
$607K - $622K
|
10.6K
$617K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
10.5K+ 3.45% |
$604K - $619K
|
316K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10.3K+ 11.25% |
$592K - $607K
|
102K
$5.96M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
9.71K+ 241.45% |
$557K - $571K
|
13.7K
$801K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
9.65K+ 100.6% |
$553K - $567K
|
19.2K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.56KNew |
$548K - $562K
|
9.56K
$557K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.53K+ 84.09% |
$546K - $560K
|
20.9K
$1.22M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.46K+ 261.33% |
$542K - $556K
|
13.1K
$763K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
9.27K+ 20.8% |
$531K - $545K
|
53.8K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.16K+ 12.61% |
$525K - $539K
|
81.8K
$4.77M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9.16K+ 2.02% |
$525K - $538K
|
463K
$27M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.93KNew |
$512K - $525K
|
8.93K
$520K
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.9KNew |
$510K - $523K
|
8.9K
$519K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.86K+ 7.94% |
$508K - $521K
|
120K
$7.02M
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
8.76KNew |
$502K - $515K
|
8.76K
$511K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8.76KNew |
$502K - $515K
|
8.76K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
8.7K+ 45.72% |
$499K - $511K
|
27.7K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8.7KNew |
$498K - $511K
|
8.7K
$507K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8.61K+ 8.88% |
$494K - $506K
|
106K
$6.16M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8.47KNew |
$486K - $498K
|
8.47K
$494K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.26KNew |
$473K - $485K
|
8.26K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
8.15K+ 20.88% |
$467K - $479K
|
47.2K
$2.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.89K+ 5.16% |
$452K - $463K
|
161K
$9.37M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.82K+ 48.48% |
$448K - $459K
|
23.9K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.76K+ 6.4% |
$445K - $456K
|
129K
$7.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.75K+ 2.04% |
$444K - $455K
|
387K
$22.6M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.69KNew |
$441K - $452K
|
7.69K
$449K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.57K+ 1.05% |
$434K - $445K
|
727K
$42.4M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.55K+ 34.86% |
$433K - $443K
|
29.2K
$1.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.51KNew |
$430K - $441K
|
7.51K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
7.34K+ 5.52% |
$421K - $431K
|
140K
$8.17M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.02KNew |
$402K - $412K
|
7.02K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.93K+ 166.43% |
$397K - $407K
|
11.1K
$647K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.93KNew |
$397K - $407K
|
6.93K
$404K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
6.86KNew |
$393K - $403K
|
6.86K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.84KNew |
$392K - $402K
|
6.84K
$399K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.75KNew |
$387K - $397K
|
6.75K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.72K+ 8.95% |
$385K - $395K
|
81.8K
$4.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.63KNew |
$380K - $390K
|
6.63K
$387K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.57KNew |
$376K - $386K
|
6.57K
$383K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.48KNew |
$372K - $381K
|
6.48K
$378K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
BUY
|
- |
6.48K+ 37.55% |
$371K - $381K
|
23.7K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.28K+ 396.71% |
$360K - $369K
|
7.86K
$458K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.15KNew |
$353K - $362K
|
6.15K
$359K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
6.01KNew |
$344K - $353K
|
6.01K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.92K+ 68.51% |
$339K - $348K
|
14.6K
$849K
|