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
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 100.0% |
$599K - $613K
|
20.8K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.4K+ 126.2% |
$598K - $612K
|
18.6K
$1.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10.3K+ 8.71% |
$594K - $609K
|
129K
$7.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.1KNew |
$581K - $595K
|
10.1K
$585K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.75K+ 62.2% |
$562K - $576K
|
25.4K
$1.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
9.71K+ 25.76% |
$560K - $574K
|
47.4K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.19KNew |
$530K - $543K
|
9.19K
$533K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
9.16KNew |
$528K - $541K
|
9.16K
$531K
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
8.96K+ 3.81% |
$517K - $530K
|
244K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.92KNew |
$514K - $527K
|
8.92K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8.78KNew |
$506K - $519K
|
8.78K
$509K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
8.67KNew |
$500K - $512K
|
8.67K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.62K+ 159.01% |
$497K - $509K
|
14K
$814K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8.42KNew |
$485K - $497K
|
8.42K
$488K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.25K+ 45.98% |
$476K - $487K
|
26.2K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.2K+ 75.13% |
$473K - $484K
|
19.1K
$1.11M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
8KNew |
$461K - $473K
|
8K
$464K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
7.79K+ 1.92% |
$449K - $460K
|
414K
$24M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.62K+ 60.12% |
$439K - $450K
|
20.3K
$1.18M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.59KNew |
$438K - $448K
|
7.59K
$440K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
7.38KNew |
$425K - $436K
|
7.38K
$428K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
7.3KNew |
$421K - $431K
|
7.3K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7.16K+ 6.83% |
$413K - $423K
|
112K
$6.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$410K - $420K
|
7.11K
$412K
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
6.47KNew |
$373K - $382K
|
6.47K
$375K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
6.34K+ 17.36% |
$365K - $374K
|
42.8K
$2.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.2KNew |
$358K - $366K
|
6.2K
$360K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.11KNew |
$352K - $361K
|
6.11K
$354K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.88KNew |
$339K - $348K
|
5.88K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.85K+ 1.81% |
$337K - $345K
|
329K
$19.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$328K - $336K
|
5.68K
$330K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
5.67K+ 96.43% |
$327K - $335K
|
11.6K
$670K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.55KNew |
$320K - $328K
|
5.55K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.52K+ 5.79% |
$318K - $326K
|
101K
$5.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.44K+ 20.95% |
$313K - $321K
|
31.4K
$1.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.39K+ 2.62% |
$311K - $318K
|
211K
$12.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.36K+ 50.25% |
$309K - $316K
|
16K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.2K+ 83.02% |
$300K - $307K
|
11.5K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
5.2K+ 59.91% |
$300K - $307K
|
13.9K
$805K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.14K+ 4.1% |
$296K - $303K
|
130K
$7.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.9KNew |
$283K - $289K
|
4.9K
$284K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.85KNew |
$280K - $286K
|
4.85K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.82K+ 110.0% |
$278K - $285K
|
9.2K
$534K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.73K+ 18.67% |
$273K - $279K
|
30.1K
$1.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.65KNew |
$268K - $275K
|
4.65K
$270K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.57K+ 4.72% |
$264K - $270K
|
102K
$5.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.52K+ 66.01% |
$261K - $267K
|
11.4K
$660K
|
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.4KNew |
$254K - $260K
|
4.4K
$255K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.31K+ 48.8% |
$249K - $255K
|
13.2K
$763K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$246K - $252K
|
4.27K
$248K
|