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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.27% |
$115 - $117
|
755
$44K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$57.7 - $58.7
|
141
$8.22K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.19% |
$577 - $587
|
5.12K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-16- 0.76% |
$924 - $939
|
2.08K
$121K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-30- 0.07% |
$1.73K - $1.76K
|
40.2K
$2.34M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 7.06% |
$1.85K - $1.88K
|
421
$24.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-42- 14.0% |
$2.42K - $2.46K
|
258
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-50- 19.38% |
$2.89K - $2.93K
|
208
$12.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-57- 3.54% |
$3.29K - $3.35K
|
1.55K
$90.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-59- 0.31% |
$3.41K - $3.46K
|
19.2K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-68- 0.35% |
$3.92K - $3.99K
|
19.2K
$1.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-71- 0.38% |
$4.1K - $4.17K
|
18.4K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-73- 6.43% |
$4.21K - $4.28K
|
1.06K
$61.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-76- 1.2% |
$4.39K - $4.46K
|
6.24K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-77- 0.29% |
$4.44K - $4.52K
|
26.5K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-79- 1.79% |
$4.56K - $4.64K
|
4.35K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-80- 1.47% |
$4.62K - $4.7K
|
5.35K
$312K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-99- 1.82% |
$5.71K - $5.81K
|
5.33K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-105- 0.78% |
$6.06K - $6.16K
|
13.3K
$777K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-106- 0.72% |
$6.12K - $6.22K
|
14.7K
$858K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-110- 2.59% |
$6.35K - $6.46K
|
4.14K
$241K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-115- 2.77% |
$6.64K - $6.75K
|
4.03K
$235K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-120- 60.61% |
$6.93K - $7.04K
|
78
$4.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-120- 11.2% |
$6.93K - $7.04K
|
951
$55.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-129- 3.35% |
$7.45K - $7.57K
|
3.72K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-139- 0.43% |
$8.02K - $8.16K
|
32.1K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-140- 2.0% |
$8.08K - $8.22K
|
6.86K
$400K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-144- 1.18% |
$8.31K - $8.45K
|
12K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-148- 12.1% |
$8.54K - $8.69K
|
1.08K
$62.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-160- 2.0% |
$9.24K - $9.39K
|
7.86K
$458K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-166- 7.31% |
$9.58K - $9.74K
|
2.11K
$123K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-174- 60.84% |
$10K - $10.2K
|
112
$6.53K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-187- 0.85% |
$10.8K - $11K
|
21.9K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-188- 4.74% |
$10.9K - $11K
|
3.78K
$220K
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-236- 4.39% |
$13.6K - $13.9K
|
5.14K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-276- 0.26% |
$15.9K - $16.2K
|
106K
$6.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-279- 2.3% |
$16.1K - $16.4K
|
11.8K
$691K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-297- 7.83% |
$17.1K - $17.4K
|
3.5K
$204K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-299- 0.43% |
$17.3K - $17.5K
|
69.6K
$4.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-332- 55.7% |
$19.2K - $19.5K
|
264
$15.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-337- 1.77% |
$19.5K - $19.8K
|
18.7K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-348- 0.74% |
$20.1K - $20.4K
|
46.8K
$2.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-356- 2.74% |
$20.5K - $20.9K
|
12.7K
$738K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-375- 22.28% |
$21.6K - $22K
|
1.31K
$76.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-376- 6.5% |
$21.7K - $22.1K
|
5.41K
$315K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-378- 1.44% |
$21.8K - $22.2K
|
25.9K
$1.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-399- 4.89% |
$23K - $23.4K
|
7.77K
$453K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-460- 8.11% |
$26.6K - $27K
|
5.21K
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-465- 2.65% |
$26.8K - $27.3K
|
17.1K
$995K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-470- 0.15% |
$27.1K - $27.6K
|
319K
$18.6M
|