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 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
34.8K+ 12.88% |
$2M - $2.03M
|
305K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
34.4K+ 458.37% |
$1.97M - $2.01M
|
41.8K
$2.44M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
33.7KNew |
$1.94M - $1.97M
|
33.7K
$1.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
33.3K+ 321.5% |
$1.91M - $1.94M
|
43.6K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.2KNew |
$1.85M - $1.88M
|
32.2K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.6K+ 5.07% |
$1.81M - $1.84M
|
654K
$38.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Investment Management Associates Inc
|
BUY
|
- |
30.3KNew |
$1.74M - $1.77M
|
30.3K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
30.1K+ 59.03% |
$1.73M - $1.76M
|
81.1K
$4.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
29.7K+ 9.57% |
$1.7M - $1.73M
|
340K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$1.67M - $1.7M
|
29.2K
$1.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
29K+ 11.37% |
$1.67M - $1.7M
|
284K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29K+ 13.54% |
$1.67M - $1.7M
|
244K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28.9K+ 18.9% |
$1.66M - $1.69M
|
182K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
28.4K+ 3.54% |
$1.63M - $1.66M
|
830K
$48.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
27.2K+ 1.68% |
$1.56M - $1.59M
|
1.65M
$96.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.5K+ 412.15% |
$1.52M - $1.55M
|
32.9K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.1KNew |
$1.49M - $1.52M
|
26.1K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
25.7K+ 49.26% |
$1.47M - $1.5M
|
77.9K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 107.28% |
$1.46M - $1.48M
|
49.1K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
25K+ 235.48% |
$1.43M - $1.46M
|
35.6K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.3K+ 196.61% |
$1.39M - $1.42M
|
36.6K
$2.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
24K+ 3.39% |
$1.38M - $1.4M
|
732K
$42.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.7K+ 62.67% |
$1.36M - $1.39M
|
61.6K
$3.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
22.8K+ 3.37% |
$1.31M - $1.33M
|
700K
$40.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
22.3K+ 11.45% |
$1.28M - $1.3M
|
217K
$12.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
22.3KNew |
$1.28M - $1.3M
|
22.3K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.1K+ 62.14% |
$1.27M - $1.29M
|
57.7K
$3.37M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
22KNew |
$1.26M - $1.28M
|
22K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21.8K+ 2.72% |
$1.25M - $1.28M
|
823K
$48.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
21.1KNew |
$1.21M - $1.23M
|
21.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21KNew |
$1.2M - $1.22M
|
21K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
20.8K+ 0.32% |
$1.19M - $1.21M
|
6.43M
$375M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20.6K+ 93.47% |
$1.18M - $1.2M
|
42.6K
$2.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
20KNew |
$1.15M - $1.17M
|
20K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
19.3K+ 3.12% |
$1.11M - $1.13M
|
639K
$37.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18.3K+ 3.69% |
$1.05M - $1.07M
|
513K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
18KNew |
$1.03M - $1.05M
|
18K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
17.4KNew |
$996K - $1.01M
|
17.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.4K+ 105.32% |
$995K - $1.01M
|
33.8K
$1.98M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.1KNew |
$979K - $998K
|
17.1K
$998K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
17.1KNew |
$978K - $996K
|
17.1K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
17KNew |
$974K - $992K
|
17K
$992K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
16.9K+ 6.59% |
$970K - $988K
|
274K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
16.5K+ 66.04% |
$947K - $965K
|
41.5K
$2.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.5K+ 4.78% |
$946K - $964K
|
362K
$21.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16.4K+ 436.27% |
$939K - $956K
|
20.1K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
16.1K+ 460.37% |
$924K - $941K
|
19.6K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
16K+ 43.75% |
$918K - $935K
|
52.6K
$3.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
15.9K+ 41.33% |
$913K - $930K
|
54.4K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.8K+ 101.4% |
$907K - $924K
|
31.4K
$1.83M
|