Purchases and Sales Made in Q3 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 2022. 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 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.28K- 0.65% |
$189K - $194K
|
502K
$29.2M
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-3.35K- 27.44% |
$193K - $198K
|
8.85K
$513K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.39K- 2.75% |
$196K - $200K
|
120K
$6.97M
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-3.46KClosed |
$199K - $204K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.52K- 5.51% |
$203K - $208K
|
60.4K
$3.5M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.86K- 5.37% |
$223K - $228K
|
67.9K
$3.94M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-3.91K- 50.5% |
$226K - $231K
|
3.83K
$222K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.91K- 5.33% |
$226K - $231K
|
69.4K
$4.03M
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-3.92KClosed |
$226K - $232K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-3.93K- 19.24% |
$227K - $232K
|
16.5K
$957K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.99K- 9.82% |
$230K - $236K
|
36.6K
$2.12M
|
|
Nov 07, 2022
Q3 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-4.11K- 49.79% |
$237K - $243K
|
4.15K
$241K
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-4.33K- 39.28% |
$249K - $256K
|
6.69K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.45K- 7.57% |
$257K - $263K
|
54.3K
$3.15M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.47K- 5.17% |
$258K - $264K
|
82K
$4.76M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.7K- 42.71% |
$271K - $278K
|
6.3K
$366K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4.96K- 13.2% |
$286K - $293K
|
32.6K
$1.89M
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-4.98K- 1.71% |
$287K - $294K
|
286K
$16.6M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.04K- 17.51% |
$291K - $298K
|
23.7K
$1.38M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-5.07KClosed |
$293K - $300K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.1K- 22.59% |
$294K - $301K
|
17.5K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.32K- 5.28% |
$307K - $314K
|
95.4K
$5.53M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.32K- 54.41% |
$307K - $314K
|
4.46K
$259K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.73K- 14.8% |
$330K - $338K
|
33K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5.97K- 25.68% |
$344K - $353K
|
17.3K
$1M
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.97K- 26.69% |
$344K - $353K
|
16.4K
$952K
|
|
Nov 14, 2022
Q3 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-6K- 20.0% |
$346K - $354K
|
24K
$1.39M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.01K- 66.69% |
$347K - $355K
|
3K
$174K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-6.14K- 20.94% |
$354K - $363K
|
23.2K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6.25K- 26.48% |
$360K - $369K
|
17.4K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-6.71K- 4.43% |
$387K - $396K
|
145K
$8.4M
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.75KClosed |
$390K - $399K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.06K- 46.27% |
$407K - $417K
|
8.2K
$476K
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.09K- 4.84% |
$409K - $419K
|
139K
$8.09M
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.16K- 28.25% |
$413K - $423K
|
18.2K
$1.06M
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-7.52K- 3.07% |
$434K - $444K
|
237K
$13.8M
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-7.57K- 15.98% |
$437K - $447K
|
39.8K
$2.31M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.62K- 65.11% |
$440K - $450K
|
4.08K
$237K
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-7.64K- 5.92% |
$441K - $451K
|
121K
$7.04M
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-8.14K- 10.84% |
$470K - $481K
|
67K
$3.89M
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-8.38K- 9.66% |
$483K - $495K
|
78.3K
$4.55M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.87K- 17.49% |
$512K - $524K
|
41.8K
$2.43M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-8.9K- 13.78% |
$513K - $526K
|
55.7K
$3.23M
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-8.95K- 6.24% |
$516K - $529K
|
134K
$7.8M
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-9.07K- 4.13% |
$523K - $536K
|
211K
$12.2M
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-9.08K- 6.14% |
$524K - $536K
|
139K
$8.05M
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-9.33K- 4.17% |
$538K - $551K
|
215K
$12.4M
|
|
Oct 20, 2022
Q3 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-9.69K- 4.77% |
$559K - $572K
|
193K
$11.2M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.95K- 44.51% |
$574K - $588K
|
12.4K
$720K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-10.1K- 63.5% |
$582K - $597K
|
5.8K
$337K
|