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
|
National Bank Of Canada
|
SELL
|
- |
-1.91K- 1.56% |
$109K - $111K
|
120K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.91K- 16.31% |
$109K - $111K
|
9.79K
$572K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.93K- 46.52% |
$111K - $113K
|
2.22K
$130K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2K- 3.08% |
$115K - $117K
|
62.9K
$3.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.03K- 11.69% |
$117K - $119K
|
15.4K
$897K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.04K- 14.63% |
$117K - $119K
|
11.9K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 25.52% |
$120K - $122K
|
6.12K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.11K- 10.5% |
$121K - $123K
|
18K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 4.67% |
$124K - $126K
|
44.1K
$2.58M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.21K- 7.8% |
$127K - $129K
|
26.2K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.22K- 4.41% |
$127K - $129K
|
48K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 81.86% |
$129K - $132K
|
500
$29.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.28K- 6.37% |
$131K - $133K
|
33.5K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.32K- 8.03% |
$133K - $136K
|
26.6K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.35K- 8.08% |
$135K - $137K
|
26.7K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.4K- 43.85% |
$138K - $140K
|
3.07K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.47K- 39.26% |
$142K - $144K
|
3.82K
$223K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.5K- 99.48% |
$143K - $146K
|
13
$760
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-2.54K- 1.7% |
$146K - $149K
|
147K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.55K- 3.3% |
$146K - $149K
|
74.7K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.58K- 1.27% |
$148K - $151K
|
200K
$11.7M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 37.34% |
$151K - $154K
|
4.43K
$259K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.7K- 14.62% |
$155K - $158K
|
15.8K
$922K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.72K- 3.63% |
$156K - $159K
|
72.1K
$4.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.78K- 13.09% |
$160K - $163K
|
18.5K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.96K- 11.6% |
$169K - $173K
|
22.5K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.06K- 19.82% |
$175K - $179K
|
12.4K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.23K- 3.5% |
$185K - $189K
|
89K
$5.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.16% |
$186K - $190K
|
6.26K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.25K- 7.13% |
$186K - $190K
|
42.4K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32K- 28.87% |
$190K - $194K
|
8.18K
$478K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-3.34K- 1.1% |
$191K - $195K
|
299K
$17.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.35K- 60.16% |
$192K - $195K
|
2.22K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.38K- 20.71% |
$194K - $197K
|
12.9K
$755K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.41K- 4.84% |
$196K - $199K
|
67.1K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-3.52K- 9.82% |
$202K - $205K
|
32.3K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.58K- 66.39% |
$205K - $209K
|
1.81K
$106K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.7K- 0.91% |
$212K - $216K
|
401K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.78K- 19.64% |
$217K - $221K
|
15.4K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.85K- 61.34% |
$220K - $225K
|
2.42K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.9K- 6.03% |
$224K - $228K
|
60.8K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.9K- 24.39% |
$224K - $228K
|
12.1K
$706K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.93K- 4.14% |
$225K - $229K
|
90.9K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 5.59% |
$231K - $235K
|
67.9K
$3.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.04K- 3.38% |
$231K - $236K
|
115K
$6.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.22K- 1.62% |
$242K - $246K
|
256K
$15M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.26K- 5.47% |
$244K - $249K
|
73.6K
$4.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.36K- 8.4% |
$250K - $255K
|
47.5K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.62K- 13.79% |
$265K - $270K
|
28.9K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-4.74K- 4.26% |
$272K - $277K
|
107K
$6.23M
|