Purchases and Sales Made in Q2 2023 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
37.6KNew |
$2.17M - $2.21M
|
37.6K
$2.2M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
36.2K+ 25.06% |
$2.09M - $2.13M
|
181K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35.1K+ 64.04% |
$2.02M - $2.06M
|
89.8K
$5.25M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
35K+ 734.97% |
$2.02M - $2.05M
|
39.7K
$2.32M
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
34.8K+ 2.21% |
$2.01M - $2.04M
|
1.61M
$94.1M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33.9K+ 229.01% |
$1.96M - $1.99M
|
48.7K
$2.84M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.6K+ 8.07% |
$1.94M - $1.97M
|
450K
$26.3M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
33.5K+ 5.7% |
$1.93M - $1.96M
|
621K
$36.3M
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
33.4K+ 15.95% |
$1.93M - $1.96M
|
243K
$14.2M
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
BUY
|
- |
32.3K+ 4.87% |
$1.87M - $1.9M
|
696K
$40.7M
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
32.2KNew |
$1.86M - $1.89M
|
32.2K
$1.88M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32KNew |
$1.85M - $1.88M
|
32K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.3K+ 6.05% |
$1.8M - $1.83M
|
547K
$32M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
30.6K+ 16.03% |
$1.76M - $1.79M
|
221K
$12.9M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
29.7K+ 91.66% |
$1.71M - $1.74M
|
62K
$3.62M
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
29.6K+ 0.46% |
$1.71M - $1.74M
|
6.5M
$380M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
29.3KNew |
$1.69M - $1.72M
|
29.3K
$1.71M
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
29.1K+ 10.89% |
$1.68M - $1.71M
|
296K
$17.3M
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
28.7K+ 42.5% |
$1.66M - $1.68M
|
96.3K
$5.62M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
27.5K+ 5.05% |
$1.59M - $1.61M
|
572K
$33.4M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27.2K+ 14.96% |
$1.57M - $1.6M
|
209K
$12.2M
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
26.4K+ 85.44% |
$1.52M - $1.55M
|
57.2K
$3.34M
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
26.2K+ 5.28% |
$1.51M - $1.54M
|
523K
$30.5M
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
25.5K+ 24.37% |
$1.47M - $1.5M
|
130K
$7.6M
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25K+ 384.45% |
$1.44M - $1.47M
|
31.5K
$1.84M
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
24.8K+ 8.62% |
$1.43M - $1.45M
|
312K
$18.3M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
24.1K+ 8.58% |
$1.39M - $1.42M
|
305K
$17.8M
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
24K+ 62.92% |
$1.39M - $1.41M
|
62.2K
$3.64M
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
23.6K+ 4.84% |
$1.36M - $1.38M
|
511K
$29.9M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.3K+ 4.55% |
$1.35M - $1.37M
|
537K
$31.4M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.3K+ 205.81% |
$1.35M - $1.37M
|
34.7K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.3K+ 39.26% |
$1.34M - $1.37M
|
82.6K
$4.83M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23K+ 23.06% |
$1.33M - $1.35M
|
123K
$7.18M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.8K+ 210.2% |
$1.32M - $1.34M
|
33.7K
$1.97M
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
22.6K+ 6.34% |
$1.3M - $1.33M
|
379K
$22.2M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
22.6K+ 3.02% |
$1.3M - $1.32M
|
769K
$44.9M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
22.4KNew |
$1.29M - $1.32M
|
22.4K
$1.31M
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
22.4K+ 3.03% |
$1.29M - $1.32M
|
761K
$44.5M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21.3KNew |
$1.23M - $1.25M
|
21.3K
$1.25M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
21.2K+ 18.62% |
$1.22M - $1.24M
|
135K
$7.88M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
21.1K+ 11.58% |
$1.22M - $1.24M
|
204K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21.1K+ 75.01% |
$1.22M - $1.24M
|
49.1K
$2.87M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.5K+ 58.19% |
$1.18M - $1.2M
|
55.7K
$3.26M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.5KNew |
$1.18M - $1.2M
|
20.5K
$1.2M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
20.1K+ 9.56% |
$1.16M - $1.18M
|
230K
$13.5M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
19.2K+ 27414.29% |
$1.11M - $1.13M
|
19.3K
$1.13M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
19.1K+ 7.4% |
$1.1M - $1.12M
|
278K
$16.2M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
19K+ 3.09% |
$1.1M - $1.12M
|
633K
$37M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
18.4K+ 12.24% |
$1.06M - $1.08M
|
169K
$9.88M
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
18.1KNew |
$1.04M - $1.06M
|
18.1K
$1.06M
|