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 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.71KNew |
$272K - $276K
|
4.71K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.67KNew |
$270K - $274K
|
4.67K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.62KNew |
$266K - $271K
|
4.62K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.5KNew |
$260K - $264K
|
4.5K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.5KNew |
$260K - $264K
|
4.5K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
4.43KNew |
$255K - $260K
|
4.43K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.42KNew |
$255K - $260K
|
4.42K
$258K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.42KNew |
$255K - $260K
|
4.42K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 55.42% |
$255K - $259K
|
12.4K
$723K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.38KNew |
$253K - $257K
|
4.38K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.28K+ 1.83% |
$247K - $251K
|
238K
$13.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.19KNew |
$242K - $246K
|
4.19K
$245K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.17KNew |
$240K - $245K
|
4.17K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.16KNew |
$240K - $244K
|
4.16K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.06K+ 4.18% |
$235K - $239K
|
101K
$5.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.03K+ 41.39% |
$233K - $237K
|
13.8K
$804K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.94KNew |
$227K - $231K
|
3.94K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.88K+ 18.13% |
$224K - $227K
|
25.3K
$1.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.82KNew |
$220K - $224K
|
3.82K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3.8K+ 96.98% |
$219K - $223K
|
7.71K
$450K
|
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.66KNew |
$211K - $215K
|
3.66K
$214K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.63KNew |
$210K - $213K
|
3.63K
$212K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.61KNew |
$208K - $212K
|
3.61K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.59KNew |
$207K - $211K
|
3.59K
$210K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.59KNew |
$207K - $211K
|
3.59K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.5KNew |
$202K - $205K
|
3.5K
$205K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.47K+ 32.02% |
$200K - $204K
|
14.3K
$835K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.43K+ 3.75% |
$198K - $202K
|
95K
$5.55M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
3.43K+ 5.83% |
$198K - $201K
|
62.2K
$3.64M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.38K+ 4.28% |
$195K - $198K
|
82.2K
$4.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.37K+ 12.35% |
$195K - $198K
|
30.7K
$1.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.23K+ 7.49% |
$186K - $189K
|
46.4K
$2.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.19K+ 10.03% |
$184K - $187K
|
35K
$2.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
3.14K+ 1.6% |
$181K - $185K
|
200K
$11.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
3.06K+ 2.73% |
$177K - $179K
|
115K
$6.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
3.01K+ 22.23% |
$174K - $177K
|
16.6K
$967K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.95K+ 0.34% |
$170K - $173K
|
859K
$50.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.85K+ 0.78% |
$165K - $167K
|
370K
$21.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.81K+ 38.82% |
$162K - $165K
|
10K
$587K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 6.31% |
$161K - $164K
|
47K
$2.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.69K+ 118.11% |
$155K - $158K
|
4.98K
$291K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.65KNew |
$153K - $156K
|
2.65K
$155K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
2.54K+ 50.93% |
$147K - $149K
|
7.54K
$441K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.43K+ 0.57% |
$140K - $143K
|
429K
$25.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
2.43K+ 0.8% |
$140K - $143K
|
305K
$17.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 6.82% |
$136K - $138K
|
36.8K
$2.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.31K+ 2.26% |
$133K - $136K
|
105K
$6.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.28KNew |
$132K - $134K
|
2.28K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.1K+ 19.44% |
$121K - $123K
|
12.9K
$754K
|
|
|
Jul 03, 2023
Q2 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2KNew |
$115K - $117K
|
2K
$117K
|