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 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
4.53K+ 2.22% |
$260K - $265K
|
209K
$12.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.5K+ 14.33% |
$258K - $263K
|
35.9K
$2.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
4.49K+ 11.07% |
$257K - $262K
|
45K
$2.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
4.4K+ 9.12% |
$252K - $257K
|
52.6K
$3.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.36KNew |
$250K - $254K
|
4.36K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.34KNew |
$249K - $253K
|
4.34K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.26KNew |
$244K - $249K
|
4.26K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
4.23K+ 4.36% |
$243K - $247K
|
101K
$5.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.09K+ 2272.78% |
$235K - $239K
|
4.27K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.04KNew |
$231K - $236K
|
4.04K
$235K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.98K+ 2.61% |
$228K - $232K
|
156K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.94KNew |
$226K - $230K
|
3.94K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.93KNew |
$225K - $230K
|
3.93K
$229K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$217K - $221K
|
3.79K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
3.79K+ 11.14% |
$217K - $221K
|
37.8K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.78KNew |
$217K - $221K
|
3.78K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.75KNew |
$215K - $219K
|
3.75K
$218K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.74KNew |
$214K - $218K
|
3.74K
$218K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.72KNew |
$213K - $217K
|
3.72K
$217K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.69KNew |
$212K - $216K
|
3.69K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.66KNew |
$210K - $214K
|
3.66K
$213K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
3.63K+ 2.16% |
$208K - $212K
|
172K
$9.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.54KNew |
$203K - $207K
|
3.54K
$206K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.53K+ 19.29% |
$202K - $206K
|
21.8K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.51KNew |
$201K - $205K
|
3.51K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.51KNew |
$201K - $205K
|
3.51K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.46KNew |
$198K - $202K
|
3.46K
$201K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.43K+ 15.74% |
$197K - $200K
|
25.2K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.38K+ 4.41% |
$194K - $197K
|
80.1K
$4.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.28K+ 43.59% |
$188K - $192K
|
10.8K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.22K+ 29.45% |
$185K - $188K
|
14.1K
$823K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.2K+ 0.89% |
$184K - $187K
|
363K
$21.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.18K+ 12.21% |
$182K - $185K
|
29.2K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.15KNew |
$181K - $184K
|
3.15K
$183K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3.12KNew |
$179K - $182K
|
3.12K
$182K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.09KNew |
$177K - $180K
|
3.09K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.01KNew |
$172K - $176K
|
3.01K
$175K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3K+ 197.43% |
$172K - $175K
|
4.52K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 5.57% |
$165K - $169K
|
54.6K
$3.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.82K+ 0.86% |
$162K - $165K
|
332K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
2.75K+ 2.13% |
$158K - $161K
|
132K
$7.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.7K+ 4.99% |
$155K - $158K
|
56.8K
$3.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
2.61K+ 0.5% |
$150K - $153K
|
524K
$30.5M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.58K+ 2.1% |
$148K - $151K
|
125K
$7.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.57K+ 12.45% |
$148K - $150K
|
23.2K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.51KNew |
$144K - $147K
|
2.51K
$146K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.49K+ 33.28% |
$143K - $146K
|
9.98K
$581K
|
|
|
Jan 30, 2024
Q4 2023
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
2.41K+ 3.6% |
$138K - $141K
|
69.5K
$4.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.41K+ 18.42% |
$138K - $140K
|
15.5K
$899K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.32K+ 11.5% |
$133K - $135K
|
22.5K
$1.31M
|