Purchases and Sales Made in Q2 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.15KNew |
$359K - $365K
|
6.15K
$359K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.12K+ 22.29% |
$357K - $363K
|
33.6K
$1.96M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.04K+ 7.68% |
$352K - $359K
|
84.8K
$4.95M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.93KNew |
$346K - $352K
|
5.93K
$346K
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
5.63K+ 2.16% |
$328K - $334K
|
267K
$15.6M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.98KNew |
$290K - $296K
|
4.98K
$291K
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.9K+ 14.92% |
$285K - $291K
|
37.7K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.81KNew |
$280K - $286K
|
4.81K
$281K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.56KNew |
$266K - $271K
|
4.56K
$266K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.46KNew |
$260K - $265K
|
4.46K
$261K
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.41KNew |
$257K - $262K
|
4.41K
$257K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.39KNew |
$256K - $260K
|
4.39K
$256K
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
4.36K+ 27.96% |
$254K - $259K
|
20K
$1.17M
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
4.22K+ 78.19% |
$246K - $250K
|
9.61K
$561K
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
4.07K+ 1.76% |
$237K - $242K
|
235K
$13.7M
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.02K+ 5.08% |
$234K - $239K
|
83.2K
$4.86M
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
3.94K+ 24.68% |
$229K - $234K
|
19.9K
$1.16M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
3.84KNew |
$224K - $228K
|
3.84K
$224K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.82K+ 19.35% |
$223K - $227K
|
23.6K
$1.38M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
3.77KNew |
$220K - $224K
|
3.77K
$220K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.73K+ 376.39% |
$217K - $221K
|
4.72K
$276K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.66K+ 4.05% |
$213K - $217K
|
94.1K
$5.5M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.65KNew |
$212K - $216K
|
3.65K
$213K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.64KNew |
$212K - $216K
|
3.64K
$213K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.63KNew |
$212K - $216K
|
3.63K
$212K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
3.63K+ 2.15% |
$212K - $215K
|
173K
$10.1M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.62KNew |
$211K - $215K
|
3.62K
$211K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.61KNew |
$211K - $215K
|
3.61K
$211K
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3.58KNew |
$209K - $213K
|
3.58K
$209K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.55KNew |
$207K - $211K
|
3.55K
$207K
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.53KNew |
$206K - $210K
|
3.53K
$206K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.34K+ 683.61% |
$194K - $198K
|
3.82K
$223K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.32K+ 142.78% |
$194K - $197K
|
5.65K
$330K
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.92K+ 4.73% |
$170K - $173K
|
64.7K
$3.78M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 13.56% |
$162K - $165K
|
23.3K
$1.36M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 73.88% |
$153K - $156K
|
6.2K
$362K
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2.54K+ 23.05% |
$148K - $151K
|
13.6K
$792K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.52K+ 684.01% |
$147K - $150K
|
2.89K
$169K
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.47K+ 53.39% |
$144K - $146K
|
7.09K
$414K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.46KNew |
$144K - $146K
|
2.46K
$144K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.42K+ 54.91% |
$141K - $144K
|
6.82K
$399K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.38K+ 17.42% |
$139K - $141K
|
16.1K
$938K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.36K+ 53.74% |
$137K - $140K
|
6.75K
$394K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.33K+ 1.61% |
$136K - $139K
|
147K
$8.6M
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.32K+ 4.95% |
$135K - $137K
|
49.1K
$2.87M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.25K+ 0.82% |
$131K - $134K
|
278K
$16.2M
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.21K+ 4.24% |
$129K - $131K
|
54.3K
$3.17M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.16K+ 13.06% |
$126K - $128K
|
18.7K
$1.09M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.15K+ 58.9% |
$125K - $128K
|
5.8K
$339K
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 5.57% |
$124K - $126K
|
40.3K
$2.35M
|