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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.78K+ 33.26% |
$160K - $164K
|
11.2K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.67K+ 8.32% |
$153K - $157K
|
34.8K
$2.02M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.58K+ 4.5% |
$148K - $152K
|
59.9K
$3.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
2.55K+ 7.37% |
$146K - $150K
|
37.1K
$2.15M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.43K+ 16.12% |
$139K - $143K
|
17.5K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.38K+ 13.15% |
$136K - $140K
|
20.5K
$1.19M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.37K+ 5.82% |
$136K - $139K
|
43.1K
$2.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.35K+ 1.97% |
$135K - $138K
|
122K
$7.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.33K+ 0.91% |
$134K - $137K
|
258K
$15M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.31KNew |
$133K - $136K
|
2.31K
$134K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.31K+ 7.17% |
$132K - $136K
|
34.5K
$2M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.28K+ 86.61% |
$131K - $134K
|
4.92K
$286K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.26K+ 60.38% |
$129K - $133K
|
6K
$348K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.19K+ 80.45% |
$126K - $129K
|
4.92K
$286K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.13K+ 11.06% |
$122K - $125K
|
21.4K
$1.24M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.11KNew |
$121K - $124K
|
2.11K
$123K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.1K+ 1.68% |
$120K - $124K
|
127K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.08K+ 8.45% |
$119K - $122K
|
26.7K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
2.04K+ 1.62% |
$117K - $120K
|
128K
$7.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Barton Investment Management
|
BUY
|
- |
1.96K+ 10.74% |
$112K - $115K
|
20.2K
$1.17M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.89K+ 3.74% |
$109K - $111K
|
52.6K
$3.05M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.81K+ 38.94% |
$104K - $106K
|
6.44K
$374K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.79K+ 1.24% |
$102K - $105K
|
146K
$8.5M
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.72K+ 15.17% |
$98.8K - $101K
|
13.1K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 1.63% |
$96.9K - $99.3K
|
105K
$6.1M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.65K+ 1.36% |
$94.5K - $96.9K
|
123K
$7.12M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.65K+ 1.36% |
$94.5K - $96.9K
|
123K
$7.12M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.6K+ 35.33% |
$91.5K - $93.8K
|
6.11K
$355K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.52K+ 1.93% |
$87.1K - $89.3K
|
80.3K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.5K+ 24.44% |
$86.1K - $88.3K
|
7.65K
$444K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.5K+ 34.4% |
$86K - $88.2K
|
5.87K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.49K+ 34.04% |
$85.3K - $87.5K
|
5.86K
$341K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.47K+ 21.64% |
$84K - $86.1K
|
8.24K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.45K+ 0.63% |
$83.3K - $85.4K
|
234K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.45K+ 19.64% |
$83.3K - $85.4K
|
8.85K
$514K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.45KNew |
$83.1K - $85.2K
|
1.45K
$84.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.42K+ 12.65% |
$81.5K - $83.5K
|
12.7K
$735K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.42K+ 14.03% |
$81.3K - $83.3K
|
11.5K
$670K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.36K+ 8.4% |
$77.8K - $79.8K
|
17.5K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.29K+ 29.58% |
$74.2K - $76K
|
5.67K
$329K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.29K+ 0.15% |
$74.2K - $76K
|
856K
$49.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.25K+ 0.85% |
$71.7K - $73.5K
|
149K
$8.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.15K+ 0.97% |
$65.8K - $67.5K
|
119K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.14KNew |
$65.1K - $66.7K
|
1.14K
$65.9K
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.11K+ 17.89% |
$63.6K - $65.2K
|
7.31K
$425K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.08K+ 22.21% |
$62.1K - $63.6K
|
5.96K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$60.4K - $61.9K
|
1.05K
$61.2K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
1.01KNew |
$58.1K - $59.6K
|
1.01K
$58.9K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
990+ 1.03% |
$56.7K - $58.2K
|
97.3K
$5.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
949+ 23.46% |
$54.4K - $55.8K
|
4.99K
$290K
|