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 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
87.6K+ 10.0% |
$5.02M - $5.12M
|
964K
$56.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.9K+ 4.69% |
$4.92M - $5.02M
|
1.92M
$112M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
83.9KNew |
$4.81M - $4.9M
|
83.9K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
83.3K+ 32.81% |
$4.78M - $4.86M
|
337K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
78.5K+ 417.79% |
$4.5M - $4.58M
|
97.2K
$5.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
78.3K+ 13072.62% |
$4.49M - $4.57M
|
78.9K
$4.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
78K+ 2847.06% |
$4.47M - $4.56M
|
80.8K
$4.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
77.8KNew |
$4.46M - $4.54M
|
77.8K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
77.7KNew |
$4.46M - $4.54M
|
77.7K
$4.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
77.1K+ 36.05% |
$4.42M - $4.5M
|
291K
$16.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
73.9KNew |
$4.24M - $4.32M
|
73.9K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.9K+ 4.82% |
$4.24M - $4.32M
|
1.61M
$93.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
73.3K+ 17.41% |
$4.2M - $4.28M
|
494K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
69.3KNew |
$3.97M - $4.05M
|
69.3K
$4.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
67.4K+ 32.62% |
$3.87M - $3.94M
|
274K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
66.8KNew |
$3.83M - $3.9M
|
66.8K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
64.4K+ 6.27% |
$3.69M - $3.76M
|
1.09M
$63.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62.7KNew |
$3.6M - $3.66M
|
62.7K
$3.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
62.1KNew |
$3.56M - $3.63M
|
62.1K
$3.61M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
61.1KNew |
$3.5M - $3.57M
|
61.1K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
61.1K+ 61.62% |
$3.5M - $3.57M
|
160K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
59.3KNew |
$3.4M - $3.46M
|
59.3K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
57.4K+ 106.51% |
$3.29M - $3.35M
|
111K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
56.2KNew |
$3.22M - $3.28M
|
56.2K
$3.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
56.2KNew |
$3.22M - $3.28M
|
56.2K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
56.1K+ 219.8% |
$3.22M - $3.28M
|
81.7K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.5K+ 9.75% |
$3.13M - $3.18M
|
613K
$35.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
53K+ 12.11% |
$3.04M - $3.09M
|
490K
$28.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
49.9KNew |
$2.86M - $2.91M
|
49.9K
$2.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
49.8KNew |
$2.86M - $2.91M
|
49.8K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49K+ 5.5% |
$2.81M - $2.86M
|
939K
$54.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
48.8KNew |
$2.8M - $2.85M
|
48.8K
$2.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
46.6K+ 14.65% |
$2.67M - $2.72M
|
365K
$21.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
46.4K+ 4.22% |
$2.66M - $2.71M
|
1.15M
$66.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45.9K+ 33.75% |
$2.63M - $2.68M
|
182K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.4K+ 122.15% |
$2.61M - $2.65M
|
82.6K
$4.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.3K+ 10.1% |
$2.6M - $2.65M
|
494K
$28.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
44.8K+ 2768.93% |
$2.57M - $2.62M
|
46.4K
$2.7M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
44.4KNew |
$2.55M - $2.59M
|
44.4K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
44.1K+ 197.74% |
$2.53M - $2.58M
|
66.5K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.7K+ 551.27% |
$2.45M - $2.49M
|
50.4K
$2.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
BUY
|
- |
41K+ 120.82% |
$2.35M - $2.39M
|
74.9K
$4.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
39.9K+ 90.88% |
$2.29M - $2.33M
|
83.9K
$4.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.2K+ 255.76% |
$2.25M - $2.29M
|
54.5K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
38.7K+ 12.34% |
$2.22M - $2.26M
|
352K
$20.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
37.8K+ 9.57% |
$2.16M - $2.21M
|
432K
$25.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
37.1K+ 2.27% |
$2.13M - $2.17M
|
1.67M
$97.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
36.7KNew |
$2.1M - $2.14M
|
36.7K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
36.7K+ 60.44% |
$2.1M - $2.14M
|
97.3K
$5.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.9K+ 7.45% |
$2M - $2.04M
|
504K
$29.3M
|