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 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
17.9K+ 75.48% |
$1.03M - $1.05M
|
41.6K
$2.43M
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
17.6K+ 11.97% |
$1.02M - $1.04M
|
165K
$9.64M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1M - $1.02M
|
17.3K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.9K+ 357.54% |
$974K - $990K
|
21.6K
$1.26M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.7K+ 76.95% |
$966K - $982K
|
38.5K
$2.25M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.7KNew |
$963K - $979K
|
16.7K
$975K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
16.6K+ 56.97% |
$960K - $976K
|
45.8K
$2.68M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.6K+ 3.6% |
$957K - $973K
|
477K
$27.9M
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.2K+ 307.92% |
$933K - $949K
|
21.4K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
16K+ 46.67% |
$925K - $941K
|
50.4K
$2.94M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
15.9KNew |
$919K - $935K
|
15.9K
$931K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15.7KNew |
$909K - $924K
|
15.7K
$920K
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
15.7K+ 2.86% |
$904K - $919K
|
562K
$32.8M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.6KNew |
$902K - $918K
|
15.6K
$913K
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
15.1K+ 7.4% |
$869K - $884K
|
219K
$12.8M
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
14.7K+ 5.81% |
$850K - $864K
|
268K
$15.7M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.7K+ 24.17% |
$848K - $862K
|
75.5K
$4.41M
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 9.55% |
$834K - $848K
|
166K
$9.69M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14.2K+ 59.43% |
$821K - $835K
|
38.2K
$2.23M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
13.9K+ 68.04% |
$804K - $818K
|
34.4K
$2.01M
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
13.9K+ 26.49% |
$804K - $817K
|
66.5K
$3.89M
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
13.6KNew |
$786K - $800K
|
13.6K
$796K
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
13K+ 8.52% |
$751K - $763K
|
166K
$9.68M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13K+ 12.35% |
$749K - $762K
|
118K
$6.9M
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.9K+ 21.06% |
$747K - $760K
|
74.4K
$4.35M
|
|
Aug 07, 2023
Q2 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
12.5K+ 2.95% |
$720K - $732K
|
435K
$25.4M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.5K+ 50.73% |
$719K - $731K
|
37K
$2.16M
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
12.1K+ 310.0% |
$698K - $710K
|
16K
$934K
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
12.1K+ 20.18% |
$697K - $709K
|
71.9K
$4.2M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.7K+ 9.21% |
$675K - $686K
|
139K
$8.1M
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
11.7K+ 9.05% |
$674K - $686K
|
141K
$8.22M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.4K+ 39.15% |
$657K - $668K
|
40.4K
$2.36M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
11.1KNew |
$643K - $654K
|
11.1K
$651K
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
10.7K+ 3.69% |
$616K - $626K
|
300K
$17.5M
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.6K+ 123.35% |
$612K - $623K
|
19.2K
$1.12M
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
10.6K+ 4.56% |
$611K - $621K
|
243K
$14.2M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.5K+ 28.35% |
$608K - $618K
|
47.7K
$2.79M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.2KNew |
$588K - $598K
|
10.2K
$596K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
10.1K+ 12.44% |
$586K - $595K
|
91.7K
$5.36M
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
10KNew |
$577K - $587K
|
10K
$584K
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
9.98K+ 5.55% |
$576K - $586K
|
190K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.85KNew |
$569K - $578K
|
9.85K
$576K
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
9.62K+ 8.47% |
$555K - $564K
|
123K
$7.2M
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.6K+ 9.81% |
$554K - $564K
|
107K
$6.28M
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
9.56K+ 90.03% |
$552K - $561K
|
20.2K
$1.18M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
9.38K+ 1.83% |
$542K - $551K
|
523K
$30.6M
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.35K+ 2.88% |
$540K - $549K
|
335K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.34K+ 121.34% |
$539K - $548K
|
17K
$995K
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
9.29KNew |
$536K - $545K
|
9.29K
$543K
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.26KNew |
$535K - $544K
|
9.26K
$541K
|