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 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
154+ 0.46% |
$8.89K - $9.04K
|
33.5K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
143+ 2.79% |
$8.25K - $8.39K
|
5.27K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
142+ 0.02% |
$8.2K - $8.33K
|
596K
$34.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
132+ 0.18% |
$7.62K - $7.75K
|
73K
$4.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
132New |
$7.62K - $7.75K
|
132
$7.67K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130New |
$7.5K - $7.63K
|
130
$7.55K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
122+ 1.21% |
$7.04K - $7.16K
|
10.2K
$593K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
119+ 15.74% |
$6.87K - $6.98K
|
875
$50.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
119+ 49.79% |
$6.87K - $6.98K
|
358
$20.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
102+ 0.2% |
$5.89K - $5.99K
|
51.9K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$5.77K - $5.87K
|
100
$5.81K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$5.77K - $5.87K
|
100
$5.81K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
100+ 2.17% |
$5.77K - $5.87K
|
4.71K
$273K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 0.98% |
$5.43K - $5.52K
|
9.65K
$561K
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
87+ 0.18% |
$5.02K - $5.11K
|
48.7K
$2.83M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
86+ 1.6% |
$4.96K - $5.05K
|
5.45K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
72+ 0.42% |
$4.16K - $4.23K
|
17.1K
$995K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
71+ 1.56% |
$4.1K - $4.17K
|
4.63K
$269K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
62New |
$3.58K - $3.64K
|
62
$3.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 0.69% |
$3.58K - $3.64K
|
8.99K
$522K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
56+ 0.59% |
$3.23K - $3.29K
|
9.5K
$552K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
56+ 0.18% |
$3.23K - $3.29K
|
31.9K
$1.85M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
48+ 0.76% |
$2.77K - $2.82K
|
6.4K
$372K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
45+ 0.75% |
$2.6K - $2.64K
|
6.05K
$352K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
44+ 0.59% |
$2.54K - $2.58K
|
7.55K
$439K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
43New |
$2.48K - $2.52K
|
43
$2.5K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
42+ 0.28% |
$2.42K - $2.46K
|
14.8K
$859K
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40+ 0.59% |
$2.31K - $2.35K
|
6.77K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
38+ 3.73% |
$2.19K - $2.23K
|
1.06K
$61.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
32New |
$1.85K - $1.88K
|
32
$1.86K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
30+ 0.76% |
$1.73K - $1.76K
|
3.97K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
28+ 1.17% |
$1.62K - $1.64K
|
2.43K
$141K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
26+ 0.68% |
$1.5K - $1.53K
|
3.86K
$224K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25+ 2.99% |
$1.44K - $1.47K
|
860
$50K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24+ 16.55% |
$1.39K - $1.41K
|
169
$9.82K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.39% |
$808 - $822
|
3.59K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11+ 0.07% |
$635 - $646
|
15.9K
$923K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.76% |
$404 - $411
|
926
$53.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.18% |
$404 - $411
|
3.9K
$226K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5New |
$289 - $293
|
5
$290
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5New |
$289 - $293
|
5
$290
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.03% |
$289 - $293
|
17.5K
$1.02M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.03% |
$289 - $293
|
17.5K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.99% |
$289 - $293
|
512
$29.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
4+ 0.06% |
$231 - $235
|
6.22K
$361K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 2.22% |
$173 - $176
|
138
$8.02K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.61% |
$115 - $117
|
328
$19.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.27% |
$115 - $117
|
755
$43.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2+ 0.01% |
$115 - $117
|
22.3K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.71% |
$57.7 - $58.7
|
141
$8.19K
|