Purchases and Sales Made in Q4 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-73- 1.18% |
$4.19K - $4.26K
|
6.13K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-75- 1.2% |
$4.3K - $4.38K
|
6.2K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-76- 2.0% |
$4.36K - $4.44K
|
3.72K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-87- 7.29% |
$4.99K - $5.08K
|
1.11K
$64.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 54.6% |
$5.1K - $5.2K
|
74
$4.32K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-100- 1.77% |
$5.73K - $5.84K
|
5.55K
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-101- 2.46% |
$5.79K - $5.9K
|
4.01K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-111- 31.01% |
$6.36K - $6.48K
|
247
$14.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-125- 1.94% |
$7.17K - $7.3K
|
6.33K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-125- 5.78% |
$7.17K - $7.3K
|
2.04K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-130- 0.41% |
$7.45K - $7.59K
|
31.4K
$1.83M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-137- 14.56% |
$7.86K - $8K
|
804
$47K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-145- 3.32% |
$8.31K - $8.47K
|
4.22K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-146- 22.78% |
$8.37K - $8.53K
|
495
$28.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-151- 1.92% |
$8.66K - $8.82K
|
7.7K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-159- 8.32% |
$9.12K - $9.29K
|
1.75K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-182- 1.24% |
$10.4K - $10.6K
|
14.6K
$850K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-182- 3.58% |
$10.4K - $10.6K
|
4.9K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-182- 70.0% |
$10.4K - $10.6K
|
78
$4.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-184- 2.4% |
$10.6K - $10.7K
|
7.47K
$436K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-186- 1.06% |
$10.7K - $10.9K
|
17.4K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-189- 4.45% |
$10.8K - $11K
|
4.06K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-200- 0.17% |
$11.5K - $11.7K
|
115K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-213- 0.11% |
$12.2K - $12.4K
|
188K
$11M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-215- 3.8% |
$12.3K - $12.6K
|
5.45K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-216- 4.4% |
$12.4K - $12.6K
|
4.69K
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-222- 1.98% |
$12.7K - $13K
|
11K
$641K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-235- 3.72% |
$13.5K - $13.7K
|
6.08K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 4.97% |
$14.3K - $14.6K
|
4.78K
$279K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-260- 2.66% |
$14.9K - $15.2K
|
9.5K
$555K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-292- 3.38% |
$16.7K - $17.1K
|
8.35K
$487K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-306- 2.42% |
$17.5K - $17.9K
|
12.3K
$721K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-367- 1.0% |
$21K - $21.4K
|
36.4K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-369- 62.02% |
$21.2K - $21.6K
|
226
$13.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-380- 3.55% |
$21.8K - $22.2K
|
10.3K
$603K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-384- 60.09% |
$22K - $22.4K
|
255
$14.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-390- 1.21% |
$22.4K - $22.8K
|
31.7K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-414- 5.68% |
$23.7K - $24.2K
|
6.88K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-450- 2.89% |
$25.8K - $26.3K
|
15.1K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-452- 62.0% |
$25.9K - $26.4K
|
277
$16.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-453- 5.92% |
$26K - $26.5K
|
7.2K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-454- 1.11% |
$26K - $26.5K
|
40.5K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-456- 5.92% |
$26.1K - $26.6K
|
7.25K
$423K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-461- 36.65% |
$26.4K - $26.9K
|
797
$46.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-475- 2.96% |
$27.2K - $27.7K
|
15.6K
$908K
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-484- 0.91% |
$27.8K - $28.3K
|
52.8K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-488- 7.25% |
$28K - $28.5K
|
6.24K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-500- 6.3% |
$28.7K - $29.2K
|
7.44K
$434K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 88.34% |
$28.7K - $29.2K
|
66
$3.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-503- 12.5% |
$28.8K - $29.4K
|
3.52K
$206K
|