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 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.97K- 28.73% |
$114K - $116K
|
4.88K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.98K- 6.45% |
$114K - $116K
|
28.7K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2K- 9.59% |
$115K - $117K
|
18.9K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2K- 34.14% |
$116K - $118K
|
3.86K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.07K- 11.14% |
$119K - $121K
|
16.5K
$963K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.09K- 31.04% |
$120K - $122K
|
4.64K
$270K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.09K- 0.69% |
$121K - $123K
|
301K
$17.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.14K- 24.61% |
$124K - $126K
|
6.56K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.16K- 13.97% |
$125K - $127K
|
13.3K
$775K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.18K- 88.68% |
$126K - $128K
|
278
$16.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.24K- 5.85% |
$130K - $132K
|
36.1K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.26K- 24.89% |
$131K - $133K
|
6.83K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.29K- 15.64% |
$132K - $134K
|
12.3K
$718K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.32K- 1.72% |
$134K - $136K
|
133K
$7.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.33K- 86.53% |
$135K - $137K
|
363
$21.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.45K- 18.4% |
$141K - $143K
|
10.8K
$632K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-2.48K- 4.94% |
$143K - $146K
|
47.8K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.54K- 14.38% |
$147K - $149K
|
15.1K
$882K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.57K- 5.81% |
$148K - $151K
|
41.6K
$2.43M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.66K- 2.29% |
$154K - $156K
|
113K
$6.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.77K- 23.07% |
$160K - $163K
|
9.24K
$538K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.78K- 6.86% |
$160K - $163K
|
37.7K
$2.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.79K- 0.72% |
$161K - $164K
|
385K
$22.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 83.61% |
$162K - $165K
|
550
$32.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.84K- 5.57% |
$164K - $166K
|
48K
$2.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.84K- 26.8% |
$164K - $167K
|
7.77K
$453K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.96K- 2.03% |
$171K - $173K
|
143K
$8.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.02K- 5.02% |
$175K - $177K
|
57.2K
$3.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
SELL
|
- |
-3.15K- 43.43% |
$182K - $185K
|
4.11K
$240K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.26K- 1.11% |
$188K - $191K
|
291K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.32K- 23.69% |
$191K - $195K
|
10.7K
$623K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.36K- 23.09% |
$194K - $197K
|
11.2K
$653K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.42K- 7.27% |
$197K - $201K
|
43.6K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.43K- 2.65% |
$198K - $201K
|
126K
$7.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-3.49K- 0.67% |
$201K - $205K
|
519K
$30.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.5K- 22.01% |
$202K - $205K
|
12.4K
$723K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.7K- 8.55% |
$214K - $217K
|
39.6K
$2.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.7K- 24.61% |
$214K - $217K
|
11.3K
$662K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.88K- 3.54% |
$224K - $227K
|
106K
$6.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.95K- 49.2% |
$228K - $232K
|
4.07K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.95K- 6.31% |
$228K - $232K
|
58.6K
$3.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.97K- 7.23% |
$229K - $233K
|
50.9K
$2.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.42K- 2.18% |
$255K - $259K
|
198K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.44K- 26.55% |
$256K - $260K
|
12.3K
$715K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-4.51K- 9.35% |
$260K - $265K
|
43.7K
$2.55M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-5.29K- 38.49% |
$305K - $310K
|
8.45K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.6K- 11.47% |
$323K - $328K
|
43.2K
$2.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-5.61K- 8.36% |
$324K - $329K
|
61.5K
$3.58M
|