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 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-228K- 55.69% |
$13M - $13.3M
|
181K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-244K- 15.72% |
$14M - $14.3M
|
1.31M
$76.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-259K- 93.27% |
$14.8M - $15.1M
|
18.7K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-302K- 30.45% |
$17.3M - $17.6M
|
690K
$40.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-348K- 12.19% |
$19.9M - $20.3M
|
2.5M
$146M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-646K- 86.34% |
$37M - $37.7M
|
102K
$5.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-651K- 72.69% |
$37.3M - $38M
|
245K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-861K- 45.03% |
$49.4M - $50.3M
|
1.05M
$61.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-917K- 4.38% |
$52.6M - $53.6M
|
20M
$1.16B
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-921K- 99.33% |
$52.8M - $53.8M
|
6.22K
$362K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-969K- 25.14% |
$55.6M - $56.6M
|
2.89M
$168M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.08M- 22.86% |
$62.2M - $63.3M
|
3.66M
$213M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.17M- 63.99% |
$67.2M - $68.5M
|
660K
$38.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-1.18M- 98.62% |
$67.9M - $69.2M
|
16.5K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.46M- 18.52% |
$83.5M - $85M
|
6.4M
$373M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.47M- 87.69% |
$141M - $144M
|
346K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3M- 42.86% |
$172M - $175M
|
4M
$233M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.26M- 9.36% |
$302M - $308M
|
51M
$2.97B
|