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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-43.2K- 27.74% |
$2.48M - $2.53M
|
113K
$6.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-44.2K- 14.93% |
$2.54M - $2.58M
|
252K
$14.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.2K- 26.9% |
$2.65M - $2.7M
|
125K
$7.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-47.8K- 3.08% |
$2.74M - $2.79M
|
1.5M
$87.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-48.8K- 59.15% |
$2.8M - $2.85M
|
33.7K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-49.1K- 4.34% |
$2.82M - $2.87M
|
1.08M
$63M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-49.5K- 39.4% |
$2.84M - $2.89M
|
76.1K
$4.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-50.5K- 37.42% |
$2.9M - $2.95M
|
84.5K
$4.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-53.5K- 26.15% |
$3.06M - $3.12M
|
151K
$8.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-54K- 55.25% |
$3.1M - $3.16M
|
43.8K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-55.8K- 11.5% |
$3.2M - $3.26M
|
430K
$25M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-55.9K- 19.37% |
$3.21M - $3.27M
|
233K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-58.9K- 60.45% |
$3.38M - $3.44M
|
38.5K
$2.24M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-63.5K- 58.31% |
$3.64M - $3.71M
|
45.4K
$2.64M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-64.2K- 23.06% |
$3.68M - $3.75M
|
214K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67.7K- 67.39% |
$3.88M - $3.95M
|
32.7K
$1.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-73.1K- 85.25% |
$4.19M - $4.27M
|
12.6K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-76.2K- 99.84% |
$4.37M - $4.45M
|
121
$7.04K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-80.9K- 34.2% |
$4.64M - $4.73M
|
156K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-81.3K- 64.77% |
$4.66M - $4.75M
|
44.2K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-81.7K- 72.33% |
$4.68M - $4.77M
|
31.3K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-85.5K- 2.17% |
$4.9M - $4.99M
|
3.85M
$224M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-86.4K- 2.19% |
$4.95M - $5.05M
|
3.85M
$224M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.8K- 3.54% |
$4.97M - $5.07M
|
2.36M
$137M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-89.1K- 71.25% |
$5.11M - $5.2M
|
35.9K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-89.1K- 31.03% |
$5.11M - $5.2M
|
198K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-93.6K- 89.35% |
$5.37M - $5.47M
|
11.2K
$649K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-97K- 24.0% |
$5.56M - $5.67M
|
307K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-97.1K- 25.59% |
$5.57M - $5.67M
|
282K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-102K- 82.82% |
$5.84M - $5.95M
|
21.1K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-112K- 12.98% |
$6.44M - $6.56M
|
753K
$43.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-115K- 21.96% |
$6.57M - $6.69M
|
407K
$23.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-121K- 38.38% |
$6.95M - $7.08M
|
195K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-122K- 18.7% |
$6.98M - $7.11M
|
529K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-144K- 75.36% |
$8.27M - $8.43M
|
47.2K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-147K- 22.77% |
$8.41M - $8.56M
|
497K
$28.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-152K- 51.24% |
$8.69M - $8.85M
|
144K
$8.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-155K- 80.06% |
$8.89M - $9.05M
|
38.6K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-159K- 48.39% |
$9.12M - $9.3M
|
170K
$9.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-166K- 92.1% |
$9.5M - $9.68M
|
14.2K
$827K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-166K- 77.39% |
$9.53M - $9.7M
|
48.5K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-170K- 74.81% |
$9.73M - $9.91M
|
57.2K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-175K- 94.07% |
$10M - $10.2M
|
11K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-178K- 26.03% |
$10.2M - $10.4M
|
505K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-198K- 10.51% |
$11.4M - $11.6M
|
1.69M
$98.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-207K- 96.59% |
$11.9M - $12.1M
|
7.32K
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-212K- 4.69% |
$12.1M - $12.4M
|
4.3M
$250M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-212K- 49.26% |
$12.2M - $12.4M
|
219K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-223K- 50.56% |
$12.8M - $13.1M
|
219K
$12.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-225K- 11.7% |
$12.9M - $13.1M
|
1.7M
$98.8M
|