Purchases and Sales Made in Q3 2021 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31K+ 343.57% |
$1.9M - $1.91M
|
40K
$2.35M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30.5K+ 20.21% |
$1.87M - $1.87M
|
181K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
29.8K+ 200.3% |
$1.83M - $1.84M
|
44.7K
$2.62M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
29.8K+ 199.85% |
$1.83M - $1.83M
|
44.6K
$2.62M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29K+ 15.03% |
$1.78M - $1.79M
|
222K
$13M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
27.8KNew |
$1.71M - $1.71M
|
27.8K
$1.63M
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
25.5K+ 41.34% |
$1.56M - $1.57M
|
87.1K
$5.11M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
25.1KNew |
$1.54M - $1.54M
|
25.1K
$1.47M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
24.8K+ 96.15% |
$1.52M - $1.52M
|
50.5K
$2.96M
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
23.2K+ 3.67% |
$1.42M - $1.43M
|
656K
$38.5M
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
23.1K+ 13.32% |
$1.42M - $1.42M
|
197K
$11.5M
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
22.8K+ 63.87% |
$1.4M - $1.41M
|
58.6K
$3.44M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
22.1K+ 25.2% |
$1.36M - $1.36M
|
110K
$6.44M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
21.3K+ 14.06% |
$1.31M - $1.31M
|
173K
$10.2M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21.3KNew |
$1.31M - $1.31M
|
21.3K
$1.25M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.2KNew |
$1.3M - $1.31M
|
21.2K
$1.25M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
20.1K+ 18.79% |
$1.24M - $1.24M
|
127K
$7.47M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20K+ 21.46% |
$1.23M - $1.23M
|
113K
$6.66M
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
20K+ 8.41% |
$1.23M - $1.23M
|
258K
$15.1M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
18.3KNew |
$1.12M - $1.12M
|
18.3K
$1.07M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18.3KNew |
$1.12M - $1.12M
|
18.3K
$1.07M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
17.6K+ 215.01% |
$1.08M - $1.09M
|
25.8K
$1.52M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17K+ 37.14% |
$1.04M - $1.04M
|
62.6K
$3.68M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 14.37% |
$964K - $967K
|
125K
$7.34M
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
15.7K+ 43.39% |
$964K - $967K
|
51.9K
$3.05M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
15.2K+ 30.93% |
$933K - $936K
|
64.4K
$3.78M
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
13.7K+ 117.38% |
$842K - $844K
|
25.4K
$1.49M
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.8K+ 9.94% |
$786K - $788K
|
142K
$8.31M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 14.01% |
$784K - $786K
|
104K
$6.1M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.4KNew |
$763K - $765K
|
12.4K
$729K
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
12.3KNew |
$756K - $758K
|
12.3K
$723K
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
12.2KNew |
$749K - $751K
|
12.2K
$716K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
12K+ 107.97% |
$739K - $741K
|
23.2K
$1.36M
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12KNew |
$735K - $737K
|
12K
$703K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12KNew |
$735K - $737K
|
12K
$703K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
12K+ 4.35% |
$734K - $736K
|
287K
$16.8M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.3K+ 7.1% |
$696K - $698K
|
171K
$10M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
11.2KNew |
$688K - $689K
|
11.2K
$657K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$674K - $675K
|
11K
$644K
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.6K+ 2.05% |
$651K - $653K
|
528K
$31M
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.6K+ 68.25% |
$650K - $652K
|
26.1K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6K+ 27.65% |
$648K - $649K
|
48.7K
$2.86M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10K+ 19.55% |
$616K - $617K
|
61.3K
$3.6M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.44KNew |
$579K - $581K
|
9.44K
$554K
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
8.62K+ 3.68% |
$529K - $530K
|
243K
$14.2M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
8.56KNew |
$526K - $527K
|
8.56K
$503K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
8.27KNew |
$508K - $509K
|
8.27K
$485K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.23K+ 40.85% |
$505K - $507K
|
28.4K
$1.67M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.21KNew |
$504K - $505K
|
8.21K
$482K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
8.13K+ 199.26% |
$499K - $500K
|
12.2K
$717K
|