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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
1.56K+ 27.34% |
$94.6K - $95.6K
|
7.25K
$420K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.5K+ 32.02% |
$91.4K - $92.4K
|
6.2K
$360K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
1.43K+ 16.05% |
$86.7K - $87.6K
|
10.3K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.4K+ 11.77% |
$85.2K - $86.1K
|
13.3K
$772K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.39K+ 7.33% |
$84.7K - $85.6K
|
20.4K
$1.18M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.38K+ 29.12% |
$83.7K - $84.6K
|
6.11K
$354K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.37K+ 21.94% |
$83.3K - $84.2K
|
7.62K
$442K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.35K+ 19.73% |
$82.2K - $83.1K
|
8.21K
$476K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
1.35K+ 2.06% |
$81.8K - $82.6K
|
66.7K
$3.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.33K+ 18.61% |
$80.5K - $81.4K
|
8.44K
$490K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
1.27K+ 14.01% |
$77.3K - $78.1K
|
10.3K
$600K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
1.24K+ 0.56% |
$75.4K - $76.2K
|
224K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 10.68% |
$74.4K - $75.2K
|
12.7K
$736K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.21K+ 0.95% |
$73.7K - $74.5K
|
129K
$7.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.2K+ 31.96% |
$72.8K - $73.5K
|
4.94K
$287K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.1K+ 1.02% |
$66.9K - $67.6K
|
109K
$6.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.01K+ 17.27% |
$61.6K - $62.2K
|
6.88K
$399K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
924+ 19.49% |
$56.2K - $56.8K
|
5.66K
$329K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
890+ 0.24% |
$54.1K - $54.7K
|
365K
$21.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
860+ 45.31% |
$52.3K - $52.8K
|
2.76K
$160K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
841+ 4.81% |
$51.1K - $51.7K
|
18.3K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
800+ 6.74% |
$48.6K - $49.1K
|
12.7K
$735K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
769+ 2.71% |
$46.7K - $47.2K
|
29.2K
$1.69M
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
751+ 20.6% |
$45.7K - $46.1K
|
4.4K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
736+ 9.04% |
$44.7K - $45.2K
|
8.88K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
655+ 8.31% |
$39.8K - $40.2K
|
8.54K
$495K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
600+ 2.4% |
$36.5K - $36.9K
|
25.6K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
518+ 7.56% |
$31.5K - $31.8K
|
7.37K
$428K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
515+ 10.28% |
$31.3K - $31.6K
|
5.53K
$321K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500+ 4.22% |
$30.4K - $30.7K
|
12.3K
$716K
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
498+ 3.79% |
$30.3K - $30.6K
|
13.7K
$792K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
497+ 11.84% |
$30.2K - $30.5K
|
4.7K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
488New |
$29.7K - $30K
|
488
$28.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
460+ 4.47% |
$28K - $28.3K
|
10.8K
$624K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
460+ 26.74% |
$28K - $28.3K
|
2.18K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
450New |
$27.4K - $27.6K
|
450
$26.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
442+ 1.43% |
$26.9K - $27.2K
|
31.4K
$1.82M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
436+ 10.35% |
$26.5K - $26.8K
|
4.65K
$270K
|
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
BUY
|
- |
426+ 8.49% |
$25.9K - $26.2K
|
5.44K
$316K
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
395+ 1.22% |
$24K - $24.3K
|
32.9K
$1.91M
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
380+ 4.11% |
$23.1K - $23.3K
|
9.63K
$559K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
338New |
$20.5K - $20.8K
|
338
$19.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
329+ 0.63% |
$20K - $20.2K
|
52.9K
$3.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
318+ 7.24% |
$19.3K - $19.5K
|
4.71K
$273K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
310New |
$18.8K - $19K
|
310
$18K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
300New |
$18.2K - $18.4K
|
300
$17.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
BUY
|
- |
251+ 5.01% |
$15.3K - $15.4K
|
5.26K
$305K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
245+ 2.19% |
$14.9K - $15.1K
|
11.4K
$663K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
244+ 15.44% |
$14.8K - $15K
|
1.82K
$106K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
221New |
$13.4K - $13.6K
|
221
$12.8K
|