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 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.8K- 9.85% |
$970K - $972K
|
145K
$8.49M
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-16.1K- 42.14% |
$990K - $993K
|
22.1K
$1.3M
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-16.7K- 73.3% |
$1.03M - $1.03M
|
6.09K
$357K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 8.51% |
$1.07M - $1.07M
|
187K
$11M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.7K- 14.28% |
$1.08M - $1.09M
|
106K
$6.22M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-18K- 59.37% |
$1.1M - $1.11M
|
12.3K
$722K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 11.89% |
$1.16M - $1.16M
|
140K
$8.2M
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-19.5K- 34.8% |
$1.2M - $1.2M
|
36.6K
$2.15M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22.8K- 29.3% |
$1.4M - $1.4M
|
55K
$3.23M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-23.7K- 7.5% |
$1.46M - $1.46M
|
293K
$17.2M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-23.8K- 4.07% |
$1.46M - $1.47M
|
562K
$33M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.3K- 0.38% |
$1.61M - $1.62M
|
6.85M
$402M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.6K- 17.27% |
$1.63M - $1.64M
|
127K
$7.47M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-26.6KClosed |
$1.64M - $1.64M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-30.7K- 29.87% |
$1.89M - $1.89M
|
72.2K
$4.24M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-31.3KClosed |
$1.92M - $1.93M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.2K- 7.46% |
$2.1M - $2.11M
|
425K
$24.9M
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-35.1K- 87.41% |
$2.15M - $2.16M
|
5.05K
$296K
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-35.9KClosed |
$2.21M - $2.21M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-36.1K- 19.14% |
$2.22M - $2.22M
|
153K
$8.96M
|
|
Oct 19, 2021
Q3 2021
|
Alta Advisers LTD
|
SELL
|
- |
-40.3K- 3.72% |
$2.48M - $2.48M
|
1.04M
$61.3M
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-40.4KClosed |
$2.48M - $2.49M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.2K- 20.25% |
$2.53M - $2.53M
|
162K
$9.52M
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
SELL
|
- |
-43.3K- 54.41% |
$2.66M - $2.66M
|
36.2K
$2.13M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-49.5KClosed |
$3.04M - $3.05M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.4KClosed |
$3.09M - $3.1M
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.6K- 13.81% |
$3.1M - $3.11M
|
316K
$18.5M
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-53.5K- 39.21% |
$3.29M - $3.29M
|
83K
$4.87M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60.4KClosed |
$3.71M - $3.71M
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-61.4K- 48.54% |
$3.77M - $3.78M
|
65.1K
$3.82M
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-76.2K- 91.4% |
$4.68M - $4.69M
|
7.17K
$421K
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
SELL
|
- |
-93.4KClosed |
$5.73M - $5.75M
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-94.8K- 88.56% |
$5.82M - $5.83M
|
12.2K
$719K
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-103KClosed |
$6.32M - $6.33M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-103KClosed |
$6.32M - $6.33M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-106K- 4.28% |
$6.49M - $6.5M
|
2.36M
$139M
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-117KClosed |
$7.21M - $7.23M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-128K- 32.45% |
$7.85M - $7.86M
|
266K
$15.6M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-133K- 12.1% |
$8.18M - $8.2M
|
968K
$56.8M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 12.02% |
$8.21M - $8.23M
|
979K
$57.5M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-148K- 97.13% |
$9.11M - $9.13M
|
4.39K
$258K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-323K- 15.18% |
$19.8M - $19.8M
|
1.8M
$106M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-367K- 74.81% |
$22.6M - $22.6M
|
124K
$7.26M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-396KClosed |
$24.3M - $24.4M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-523K- 73.54% |
$32.1M - $32.2M
|
188K
$11.1M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-704K- 98.45% |
$43.2M - $43.4M
|
11.1K
$651K
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-970K- 94.52% |
$59.5M - $59.7M
|
56.2K
$3.3M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-5.7MClosed |
$350M - $351M
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-86.9M- 99.94% |
$5.34B - $5.35B
|
51.9K
$3.05M
|