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 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-628- 3.12% |
$36.2K - $37.1K
|
19.5K
$1.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-690- 13.39% |
$39.8K - $40.8K
|
4.46K
$259K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-697- 16.21% |
$40.2K - $41.2K
|
3.6K
$209K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-767- 7.53% |
$44.2K - $45.3K
|
9.41K
$547K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-807- 14.2% |
$46.5K - $47.7K
|
4.88K
$283K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-849- 24.36% |
$49K - $50.2K
|
2.64K
$153K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-869- 6.3% |
$50.1K - $51.3K
|
12.9K
$751K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-958- 4.36% |
$55.2K - $56.6K
|
21K
$1.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-960- 10.96% |
$55.4K - $56.7K
|
7.8K
$453K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1K- 5.13% |
$57.7K - $59.1K
|
18.5K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 10.78% |
$65.1K - $66.7K
|
9.34K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.16K- 24.55% |
$66.8K - $68.4K
|
3.56K
$207K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.21K- 30.6% |
$69.9K - $71.6K
|
2.75K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.24K- 0.85% |
$71.7K - $73.5K
|
144K
$8.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.34K- 17.27% |
$77.3K - $79.2K
|
6.43K
$373K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.37K- 1.77% |
$79.2K - $81.1K
|
76.4K
$4.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.41K- 96.45% |
$81.4K - $83.4K
|
52
$3.02K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.44K- 26.33% |
$83.2K - $85.3K
|
4.04K
$235K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 0.9% |
$83.5K - $85.5K
|
160K
$9.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.49K- 0.92% |
$85.8K - $87.9K
|
160K
$9.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.51K- 0.38% |
$87.1K - $89.2K
|
400K
$23.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.56K- 19.08% |
$89.8K - $92K
|
6.61K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.63K- 19.15% |
$94.1K - $96.4K
|
6.89K
$400K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.68K- 26.95% |
$96.7K - $99.1K
|
4.55K
$264K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.74K- 0.66% |
$100K - $103K
|
262K
$15.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-1.76K- 2.95% |
$101K - $104K
|
57.8K
$3.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.8K- 25.79% |
$104K - $106K
|
5.18K
$301K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.81K- 10.43% |
$104K - $107K
|
15.6K
$904K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.85K- 3.64% |
$106K - $109K
|
48.9K
$2.84M
|
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.89K- 25.49% |
$109K - $112K
|
5.54K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 30.89% |
$110K - $113K
|
4.28K
$249K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.94K- 19.59% |
$112K - $114K
|
7.96K
$462K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.98K- 14.66% |
$114K - $117K
|
11.5K
$671K
|
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
SELL
|
- |
-2.05K- 2.08% |
$118K - $121K
|
96.4K
$5.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 3.23% |
$119K - $122K
|
62K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.08K- 2.23% |
$120K - $123K
|
91.3K
$5.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.2K- 13.7% |
$127K - $130K
|
13.9K
$805K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.2K- 23.09% |
$127K - $130K
|
7.34K
$426K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.2K- 19.82% |
$127K - $130K
|
8.91K
$518K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.21K- 57.66% |
$127K - $130K
|
1.62K
$94K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.61K- 21.41% |
$151K - $154K
|
9.6K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.71K- 10.49% |
$156K - $160K
|
23.1K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.72K- 11.79% |
$157K - $161K
|
20.4K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.91K- 16.43% |
$168K - $172K
|
14.8K
$859K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-2.92K- 0.26% |
$168K - $172K
|
1.13M
$65.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.96K- 3.82% |
$170K - $175K
|
74.5K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.99K- 23.27% |
$172K - $176K
|
9.85K
$572K
|
|
|
May 09, 2023
Q3 2022
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-3.1K- 4.84% |
$179K - $183K
|
61K
$3.54M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
SELL
|
- |
-3.13K- 5.34% |
$180K - $185K
|
55.5K
$3.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.15K- 30.7% |
$182K - $186K
|
7.11K
$413K
|