Purchases and Sales Made in Q2 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.9M+ 124.87% |
$1.55B - $1.58B
|
48.4M
$2.82B
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.28MNew |
$420M - $427M
|
7.28M
$424M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.63M+ 27.66% |
$94.2M - $95.8M
|
7.54M
$439M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.27M+ 49.63% |
$73.2M - $74.4M
|
3.82M
$223M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.04M+ 5.34% |
$60M - $61M
|
20.5M
$1.19B
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
814K+ 32.39% |
$47M - $47.8M
|
3.33M
$194M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
786K+ 29.78% |
$45.3M - $46.1M
|
3.42M
$199M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
781KNew |
$45.1M - $45.8M
|
781K
$45.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
740K+ 949.64% |
$42.7M - $43.4M
|
817K
$47.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
619K+ 224.62% |
$35.7M - $36.3M
|
894K
$52.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
551K+ 63.3% |
$31.8M - $32.4M
|
1.42M
$82.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
446K+ 17.61% |
$25.7M - $26.1M
|
2.98M
$173M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
439K+ 75.57% |
$25.3M - $25.8M
|
1.02M
$59.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
435K+ 82.44% |
$25.1M - $25.5M
|
963K
$56.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
386K+ 438.73% |
$22.3M - $22.7M
|
474K
$27.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
366K+ 26.58% |
$21.1M - $21.5M
|
1.74M
$102M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
329KNew |
$19M - $19.3M
|
329K
$19.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
319K+ 1385613.0% |
$18.4M - $18.7M
|
319K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
288K+ 351.65% |
$16.6M - $16.9M
|
369K
$21.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
282K+ 113.09% |
$16.3M - $16.6M
|
532K
$31M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
BUY
|
- |
276KNew |
$15.9M - $16.2M
|
276K
$16M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
268K+ 2250.04% |
$15.4M - $15.7M
|
279K
$16.3M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
268K+ 2250.04% |
$15.4M - $15.7M
|
279K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
244K+ 21.27% |
$14.1M - $14.3M
|
1.39M
$80.9M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
227K+ 136.25% |
$13.1M - $13.3M
|
394K
$23M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
222KNew |
$12.8M - $13M
|
222K
$12.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
210K+ 132.77% |
$12.1M - $12.3M
|
367K
$21.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
201K+ 13.46% |
$11.6M - $11.8M
|
1.69M
$98.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
194K+ 13.74% |
$11.2M - $11.4M
|
1.61M
$93.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
188KNew |
$10.8M - $11M
|
188K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
188KNew |
$10.8M - $11M
|
188K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
177K+ 12.06% |
$10.2M - $10.4M
|
1.64M
$95.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
165KNew |
$9.52M - $9.68M
|
165K
$9.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
158K+ 5.61% |
$9.15M - $9.3M
|
2.99M
$174M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
155K+ 18.68% |
$8.92M - $9.07M
|
982K
$57.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139K+ 16.15% |
$8.05M - $8.18M
|
1M
$58.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
139K+ 33.89% |
$8.03M - $8.16M
|
550K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 5.98% |
$8.03M - $8.16M
|
2.47M
$144M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 7.29% |
$7.77M - $7.91M
|
1.98M
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
124K+ 64.99% |
$7.18M - $7.3M
|
316K
$18.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
118K+ 15.07% |
$6.83M - $6.95M
|
904K
$52.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
115K+ 15.64% |
$6.65M - $6.76M
|
851K
$49.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
115K+ 388.08% |
$6.64M - $6.75M
|
145K
$8.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
113K+ 21.22% |
$6.55M - $6.66M
|
648K
$37.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
113KNew |
$6.53M - $6.64M
|
113K
$6.59M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
113K+ 30.59% |
$6.52M - $6.63M
|
482K
$28.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
112K+ 40.5% |
$6.48M - $6.59M
|
389K
$22.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
111K+ 741.04% |
$6.4M - $6.51M
|
126K
$7.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 2.56% |
$6.34M - $6.45M
|
4.4M
$256M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 2.56% |
$6.34M - $6.45M
|
4.4M
$256M
|