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
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
623+ 1.32% |
$35.7K - $36.4K
|
47.7K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
573+ 0.84% |
$32.9K - $33.5K
|
68.9K
$4.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
541+ 9.05% |
$31K - $31.6K
|
6.52K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
521New |
$29.9K - $30.4K
|
521
$30.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
502+ 19.11% |
$28.8K - $29.3K
|
3.13K
$182K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
498+ 1.71% |
$28.6K - $29.1K
|
29.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
488+ 1.32% |
$28K - $28.5K
|
37.6K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
450New |
$25.8K - $26.3K
|
450
$26.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
434+ 7.57% |
$24.9K - $25.3K
|
6.17K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
428New |
$24.5K - $25K
|
428
$24.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
396+ 3.35% |
$22.7K - $23.1K
|
12.2K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
372+ 0.42% |
$21.3K - $21.7K
|
89.7K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
366+ 3.07% |
$21K - $21.4K
|
12.3K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
356+ 7.06% |
$20.4K - $20.8K
|
5.4K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
355+ 2.72% |
$20.4K - $20.7K
|
13.4K
$780K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
353+ 4.66% |
$20.2K - $20.6K
|
7.94K
$462K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
344+ 3.25% |
$19.7K - $20.1K
|
10.9K
$637K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
292+ 7.04% |
$16.7K - $17.1K
|
4.44K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
292+ 7.04% |
$16.7K - $17.1K
|
4.44K
$258K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
260+ 0.21% |
$14.9K - $15.2K
|
123K
$7.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
259New |
$14.9K - $15.1K
|
259
$15.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
254+ 4.15% |
$14.6K - $14.8K
|
6.37K
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
243+ 6075.0% |
$13.9K - $14.2K
|
247
$14.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
232+ 1.33% |
$13.3K - $13.6K
|
17.6K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
232+ 0.14% |
$13.3K - $13.6K
|
168K
$9.79M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
229+ 3.01% |
$13.1K - $13.4K
|
7.83K
$455K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
222+ 2.28% |
$12.7K - $13K
|
9.96K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
221+ 3.92% |
$12.7K - $12.9K
|
5.85K
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
215+ 1.3% |
$12.3K - $12.6K
|
16.8K
$977K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
205+ 0.19% |
$11.8K - $12K
|
106K
$6.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
191+ 57.7% |
$11K - $11.2K
|
522
$30.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
180+ 0.61% |
$10.3K - $10.5K
|
29.8K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177+ 0.82% |
$10.1K - $10.3K
|
21.7K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176+ 606.9% |
$10.1K - $10.3K
|
205
$11.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
172+ 74.46% |
$9.86K - $10K
|
403
$23.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
162+ 1.95% |
$9.29K - $9.46K
|
8.47K
$493K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
157New |
$9K - $9.17K
|
157
$9.13K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
150New |
$8.6K - $8.76K
|
150
$8.73K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
149+ 1.29% |
$8.54K - $8.7K
|
11.7K
$682K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134+ 105.51% |
$7.68K - $7.83K
|
261
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
128New |
$7.34K - $7.48K
|
128
$7.45K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
106New |
$6.08K - $6.19K
|
106
$6.17K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100+ 3.89% |
$5.73K - $5.84K
|
2.67K
$156K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90+ 1.58% |
$5.16K - $5.26K
|
5.8K
$338K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
87+ 0.97% |
$4.99K - $5.08K
|
9.08K
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
79+ 1.29% |
$4.53K - $4.61K
|
6.19K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
78+ 0.22% |
$4.47K - $4.56K
|
36.3K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
71New |
$4.07K - $4.15K
|
71
$4.13K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
71+ 2.03% |
$4.07K - $4.15K
|
3.58K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
70+ 0.59% |
$4.01K - $4.09K
|
12K
$698K
|