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 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.29KNew |
$131K - $134K
|
2.29K
$134K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.29K+ 12.85% |
$131K - $134K
|
20.1K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.24K+ 15.73% |
$129K - $131K
|
16.5K
$964K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.24K+ 4.55% |
$129K - $131K
|
51.5K
$3.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.2K+ 1.14% |
$126K - $128K
|
194K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 4.22% |
$125K - $128K
|
54K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.05K+ 14.7% |
$118K - $120K
|
16K
$936K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.04K+ 239.2% |
$117K - $119K
|
2.89K
$169K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.95K+ 1.13% |
$112K - $114K
|
174K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.84K+ 9.33% |
$106K - $108K
|
21.6K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.8K+ 32.69% |
$103K - $105K
|
7.3K
$426K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1.79K+ 13.51% |
$103K - $105K
|
15.1K
$879K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.75K+ 4.67% |
$100K - $102K
|
39.2K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1.66K+ 1.4% |
$94.9K - $96.7K
|
120K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.61K+ 9.44% |
$92.3K - $94K
|
18.7K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.58K+ 33.1% |
$90.5K - $92.2K
|
6.35K
$371K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.58K+ 7.84% |
$90.5K - $92.2K
|
21.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.57K+ 111.89% |
$90.1K - $91.8K
|
2.98K
$174K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.52K+ 1.3% |
$87K - $88.6K
|
118K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 11.85% |
$85.1K - $86.7K
|
14K
$818K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.43K+ 34.39% |
$81.8K - $83.4K
|
5.58K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.42K+ 19.4% |
$81.4K - $82.9K
|
8.73K
$510K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.39K+ 28.59% |
$79.7K - $81.2K
|
6.25K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.28K+ 2.67% |
$73.4K - $74.8K
|
49.2K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.26K+ 1.14% |
$72.1K - $73.5K
|
112K
$6.51M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$71.8K - $73.1K
|
1.25K
$73.1K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.23KNew |
$70.7K - $72K
|
1.23K
$72K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.19K+ 3.37% |
$68.5K - $69.7K
|
36.6K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.11K+ 4.57% |
$63.7K - $64.9K
|
25.4K
$1.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.1K+ 3.47% |
$63.3K - $64.5K
|
32.9K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.09K+ 44.76% |
$62.2K - $63.4K
|
3.51K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.07K+ 7.78% |
$61.2K - $62.4K
|
14.8K
$864K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
996+ 3.09% |
$57.1K - $58.2K
|
33.2K
$1.94M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
988+ 47.8% |
$56.7K - $57.7K
|
3.06K
$178K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
961+ 6.6% |
$55.1K - $56.1K
|
15.5K
$907K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
924+ 0.5% |
$53K - $54K
|
186K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
915+ 7.55% |
$52.5K - $53.4K
|
13K
$761K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
875+ 2.04% |
$50.2K - $51.1K
|
43.8K
$2.56M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
865New |
$49.6K - $50.5K
|
865
$50.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
863+ 0.79% |
$49.5K - $50.4K
|
110K
$6.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
858+ 5.99% |
$49.2K - $50.1K
|
15.2K
$887K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
787+ 1.62% |
$45.1K - $46K
|
49.3K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
765New |
$43.9K - $44.7K
|
765
$44.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
739+ 3.77% |
$42.4K - $43.2K
|
20.4K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
730+ 10.66% |
$41.9K - $42.6K
|
7.58K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
700+ 2.34% |
$40.1K - $40.9K
|
30.6K
$1.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
700+ 16.57% |
$40.1K - $40.9K
|
4.93K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
688+ 17.3% |
$39.4K - $40.2K
|
4.66K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
654+ 13.72% |
$37.5K - $38.2K
|
5.42K
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
628+ 8.62% |
$36K - $36.7K
|
7.91K
$462K
|