Purchases and Sales Made in Q4 2021 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 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 |
---|---|---|---|---|---|---|---|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
44.4KNew |
$2.7M - $2.73M
|
44.4K
$2.58M
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
44K+ 21.26% |
$2.68M - $2.7M
|
251K
$14.6M
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
43.9K+ 3.61% |
$2.67M - $2.69M
|
1.26M
$73.1M
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
43.7K+ 14.3% |
$2.65M - $2.68M
|
349K
$20.3M
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41.6KNew |
$2.53M - $2.55M
|
41.6K
$2.42M
|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 14.5% |
$2.51M - $2.54M
|
326K
$18.9M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41KNew |
$2.49M - $2.52M
|
41K
$2.38M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
40.9KNew |
$2.49M - $2.51M
|
40.9K
$2.38M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33.3KNew |
$2.02M - $2.05M
|
33.3K
$1.93M
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
33.1K+ 67.0% |
$2.01M - $2.03M
|
82.5K
$4.79M
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.7K+ 4.57% |
$1.99M - $2.01M
|
749K
$43.5M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
32.5KNew |
$1.97M - $2M
|
32.5K
$1.89M
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31.3K+ 6.47% |
$1.9M - $1.92M
|
514K
$29.9M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
30.8K+ 749.39% |
$1.87M - $1.89M
|
34.9K
$2.03M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
30.4KNew |
$1.85M - $1.87M
|
30.4K
$1.77M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
29.9KNew |
$1.82M - $1.83M
|
29.9K
$1.74M
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
29.6KNew |
$1.8M - $1.82M
|
29.6K
$1.72M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.2K+ 65.48% |
$1.59M - $1.61M
|
66.2K
$3.85M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.2K+ 63.23% |
$1.59M - $1.61M
|
67.6K
$3.93M
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
26.1KNew |
$1.59M - $1.6M
|
26.1K
$1.52M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
25.4KNew |
$1.54M - $1.56M
|
25.4K
$1.47M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
25K+ 7.71% |
$1.52M - $1.53M
|
349K
$20.3M
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
23.6K+ 40.29% |
$1.43M - $1.45M
|
82.2K
$4.77M
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
22.8K+ 50.94% |
$1.38M - $1.4M
|
67.5K
$3.92M
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
22.8K+ 51.02% |
$1.38M - $1.4M
|
67.4K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
22.7K+ 36.3% |
$1.38M - $1.4M
|
85.4K
$4.96M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.5K+ 116.58% |
$1.31M - $1.32M
|
39.9K
$2.32M
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
20.5K+ 78.69% |
$1.25M - $1.26M
|
46.6K
$2.71M
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
19.5KNew |
$1.18M - $1.2M
|
19.5K
$1.13M
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
19.3KNew |
$1.17M - $1.18M
|
19.3K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
19.1KNew |
$1.16M - $1.17M
|
19.1K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18.8KNew |
$1.14M - $1.15M
|
18.8K
$1.09M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
18.5K+ 44.51% |
$1.13M - $1.14M
|
60.1K
$3.49M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.2K+ 72.5% |
$1.1M - $1.12M
|
43.2K
$2.51M
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
17.8K+ 3.38% |
$1.08M - $1.09M
|
545K
$31.7M
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.5KNew |
$1.07M - $1.08M
|
17.5K
$1.02M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.2K+ 92.74% |
$1.05M - $1.06M
|
35.8K
$2.08M
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
16.7K+ 67.13% |
$1.02M - $1.03M
|
41.7K
$2.42M
|
|
Feb 10, 2022
Q4 2021
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
16.7KNew |
$1.02M - $1.03M
|
16.7K
$970K
|
|
Feb 08, 2022
Q4 2021
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
16.6K+ 123.88% |
$1.01M - $1.02M
|
30K
$1.74M
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
15.5KNew |
$941K - $950K
|
15.5K
$899K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
15.2K+ 8.79% |
$925K - $934K
|
188K
$10.9M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.2KNew |
$923K - $933K
|
15.2K
$882K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
14.5K+ 56.91% |
$878K - $888K
|
39.8K
$2.31M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.4KNew |
$875K - $885K
|
14.4K
$837K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.1K+ 3.69% |
$860K - $869K
|
397K
$23.1M
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
12.7K+ 22.11% |
$775K - $783K
|
70.4K
$4.09M
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
11.7K+ 9.45% |
$711K - $718K
|
135K
$7.86M
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
11.5K+ 4.47% |
$700K - $708K
|
269K
$15.6M
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
11.5K+ 73.77% |
$697K - $704K
|
27K
$1.57M
|