Purchases and Sales Made in Q2 2022 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
48.6K+ 60.01% |
$2.83M - $2.88M
|
129K
$7.57M
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
47.4KNew |
$2.76M - $2.81M
|
47.4K
$2.77M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.2K+ 175.34% |
$2.75M - $2.8M
|
74.1K
$4.33M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
46.6KNew |
$2.71M - $2.77M
|
46.6K
$2.72M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
46KNew |
$2.68M - $2.73M
|
46K
$2.69M
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
39.9KNew |
$2.32M - $2.37M
|
39.9K
$2.33M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
38.3K+ 69.23% |
$2.23M - $2.28M
|
93.7K
$5.47M
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
38K+ 265.24% |
$2.21M - $2.25M
|
52.3K
$3.06M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
36.5KNew |
$2.12M - $2.16M
|
36.5K
$2.13M
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
35.8K+ 81.79% |
$2.09M - $2.12M
|
79.5K
$4.65M
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
34.7K+ 8.9% |
$2.02M - $2.06M
|
425K
$24.8M
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
33.9KNew |
$1.97M - $2.01M
|
33.9K
$1.98M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
32.8KNew |
$1.91M - $1.94M
|
32.8K
$1.91M
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$1.88M - $1.91M
|
32.2K
$1.88M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
31.8KNew |
$1.85M - $1.89M
|
31.8K
$1.86M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
30.8K+ 71.67% |
$1.8M - $1.83M
|
73.8K
$4.31M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
30.6KNew |
$1.78M - $1.81M
|
30.6K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
30K+ 362.4% |
$1.75M - $1.78M
|
38.3K
$2.24M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
29.4K+ 9.43% |
$1.72M - $1.75M
|
342K
$20M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28.6K+ 22.88% |
$1.67M - $1.7M
|
154K
$8.98M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
27.7K+ 115.77% |
$1.62M - $1.65M
|
51.7K
$3.02M
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
27.6K+ 11.58% |
$1.61M - $1.64M
|
266K
$15.6M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.5K+ 59.01% |
$1.55M - $1.57M
|
71.4K
$4.17M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
26.2KNew |
$1.53M - $1.56M
|
26.2K
$1.53M
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
26.1KNew |
$1.52M - $1.55M
|
26.1K
$1.53M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
25.7KNew |
$1.5M - $1.53M
|
25.7K
$1.5M
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
25.4KNew |
$1.48M - $1.51M
|
25.4K
$1.48M
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
25.3K+ 5.16% |
$1.47M - $1.5M
|
515K
$30.1M
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
24.3KNew |
$1.42M - $1.44M
|
24.3K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
24KNew |
$1.4M - $1.42M
|
24K
$1.4M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
23.1KNew |
$1.35M - $1.37M
|
23.1K
$1.35M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
22.6KNew |
$1.32M - $1.34M
|
22.6K
$1.32M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
21.6KNew |
$1.26M - $1.28M
|
21.6K
$1.26M
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.2KNew |
$1.24M - $1.26M
|
21.2K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.8K+ 23.8% |
$1.21M - $1.24M
|
108K
$6.33M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4K+ 34.0% |
$1.19M - $1.21M
|
80.5K
$4.7M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
20.4K+ 4.56% |
$1.19M - $1.21M
|
467K
$27.3M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.9K+ 29.85% |
$1.16M - $1.18M
|
86.4K
$5.05M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.8K+ 43.48% |
$1.15M - $1.17M
|
65.3K
$3.81M
|
|
Jul 15, 2022
Q2 2022
|
Barton Investment Management
|
BUY
|
- |
18.7KNew |
$1.09M - $1.11M
|
18.7K
$1.09M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
18.3K+ 45.21% |
$1.06M - $1.08M
|
58.6K
$3.42M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.7KNew |
$1.03M - $1.05M
|
17.7K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
17.2K+ 194.12% |
$1M - $1.02M
|
26.1K
$1.53M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
17.1KNew |
$998K - $1.02M
|
17.1K
$1M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17K+ 30.74% |
$990K - $1.01M
|
72.2K
$4.22M
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
16.5KNew |
$962K - $980K
|
16.5K
$964K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.3K+ 421.81% |
$949K - $967K
|
20.1K
$1.18M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$879K - $896K
|
15.1K
$881K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.1KNew |
$822K - $837K
|
14.1K
$824K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.9K+ 55.75% |
$808K - $823K
|
38.7K
$2.26M
|