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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-570- 25.68% |
$35K - $35.1K
|
1.65K
$96.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-625- 3.27% |
$38.4K - $38.5K
|
18.5K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-714- 8.52% |
$43.8K - $43.9K
|
7.66K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-722- 1.38% |
$44.3K - $44.4K
|
51.5K
$3.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-803- 54.81% |
$49.3K - $49.4K
|
662
$38.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-889- 6.21% |
$54.6K - $54.7K
|
13.4K
$788K
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-911- 2.73% |
$55.9K - $56.1K
|
32.5K
$1.91M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-961Closed |
$59K - $59.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-980Closed |
$60.2K - $60.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.01K- 29.41% |
$62K - $62.2K
|
2.42K
$142K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.06K- 18.19% |
$65.1K - $65.3K
|
4.77K
$280K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
SELL
|
- |
-1.1K- 3.6% |
$67.5K - $67.7K
|
29.4K
$1.73M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.14K- 2.73% |
$69.9K - $70K
|
40.5K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.14K- 1.84% |
$70.2K - $70.4K
|
61K
$3.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.21K- 1.35% |
$74K - $74.2K
|
88.3K
$5.19M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.4K- 19.31% |
$86.1K - $86.3K
|
5.86K
$344K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.46K- 14.09% |
$89.4K - $89.7K
|
8.89K
$522K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.46K- 12.23% |
$89.4K - $89.7K
|
10.5K
$614K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.47K- 5.66% |
$90.1K - $90.3K
|
24.5K
$1.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.5K- 18.52% |
$92.1K - $92.3K
|
6.6K
$387K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.53K- 11.78% |
$93.9K - $94.2K
|
11.5K
$673K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.55K- 3.03% |
$95K - $95.2K
|
49.4K
$2.9M
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.76K- 7.62% |
$108K - $108K
|
21.3K
$1.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.91K- 6.96% |
$117K - $117K
|
25.5K
$1.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.92K- 2.82% |
$118K - $118K
|
66.1K
$3.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.93K- 20.29% |
$118K - $118K
|
7.56K
$444K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.04K- 10.72% |
$125K - $126K
|
17K
$998K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.08K- 1.98% |
$127K - $128K
|
103K
$6.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.1K- 0.29% |
$129K - $129K
|
716K
$42M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.1K- 1.3% |
$129K - $129K
|
159K
$9.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.17K- 37.03% |
$133K - $134K
|
3.69K
$217K
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.37K- 30.62% |
$145K - $146K
|
5.37K
$315K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.43K- 19.3% |
$149K - $149K
|
10.2K
$596K
|
|
|
Nov 08, 2021
Q3 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-2.74K- 30.89% |
$168K - $169K
|
6.13K
$360K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.81K- 2.29% |
$172K - $173K
|
120K
$7.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.83K- 3.95% |
$174K - $174K
|
68.8K
$4.04M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-2.93K- 45.58% |
$180K - $180K
|
3.5K
$206K
|
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-2.96K- 37.12% |
$182K - $182K
|
5.01K
$294K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.99K- 35.41% |
$183K - $184K
|
5.45K
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.09K- 1.13% |
$190K - $190K
|
269K
$15.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-3.13K- 29.2% |
$192K - $192K
|
7.58K
$445K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.17K- 3.81% |
$195K - $195K
|
80.2K
$4.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.3KClosed |
$203K - $203K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.5K- 30.7% |
$215K - $215K
|
7.9K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.6KClosed |
$221K - $222K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.72KClosed |
$228K - $229K
|
0
$0
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.86K- 6.84% |
$237K - $238K
|
52.6K
$3.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.86K- 13.94% |
$237K - $238K
|
23.9K
$1.4M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-4.11K- 8.02% |
$253K - $253K
|
47.2K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.14KClosed |
$254K - $255K
|
0
$0
|