Purchases and Sales Made in Q1 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.19M+ 87.11% |
$184M - $187M
|
6.85M
$398M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44M+ 56.86% |
$141M - $143M
|
6.73M
$391M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73M+ 8.65% |
$100M - $101M
|
21.8M
$1.26B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.73M+ 8.65% |
$100M - $101M
|
21.8M
$1.26B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25M+ 2600.25% |
$72.6M - $73.4M
|
1.3M
$75.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24M+ 72.69% |
$71.6M - $72.4M
|
2.94M
$171M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.18M+ 920888.25% |
$68.2M - $69M
|
1.18M
$68.6M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.04M+ 32.1% |
$59.9M - $60.6M
|
4.26M
$248M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
814K+ 3.89% |
$47.1M - $47.6M
|
21.8M
$1.26B
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
779KNew |
$45.1M - $45.6M
|
779K
$45.3M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
571KNew |
$33M - $33.4M
|
571K
$33.2M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
550KNew |
$31.8M - $32.2M
|
550K
$32M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
495K+ 6555.11% |
$28.6M - $29M
|
502K
$29.2M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
464K+ 7599.36% |
$26.8M - $27.2M
|
470K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
457KNew |
$26.5M - $26.8M
|
457K
$26.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
386K+ 6.0% |
$22.3M - $22.6M
|
6.81M
$396M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
362K+ 1100.62% |
$21M - $21.2M
|
395K
$23M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
349K+ 413.39% |
$20.2M - $20.4M
|
434K
$25.2M
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
287KNew |
$16.6M - $16.8M
|
287K
$16.7M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
283K+ 10385.24% |
$16.4M - $16.6M
|
286K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
249KNew |
$14.4M - $14.6M
|
249K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
245K+ 21.9% |
$14.2M - $14.3M
|
1.36M
$79.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
245K+ 339.04% |
$14.2M - $14.3M
|
317K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
223K+ 9.26% |
$12.9M - $13.1M
|
2.63M
$153M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
202K+ 2760.19% |
$11.7M - $11.8M
|
209K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
179K+ 22.89% |
$10.4M - $10.5M
|
963K
$56M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
175K+ 8.84% |
$10.1M - $10.3M
|
2.16M
$126M
|
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
173K+ 49.29% |
$9.98M - $10.1M
|
523K
$30.4M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
166K+ 514.55% |
$9.6M - $9.71M
|
198K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
156KNew |
$9.05M - $9.15M
|
156K
$9.09M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
152K+ 3.85% |
$8.79M - $8.89M
|
4.09M
$238M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142K+ 22.94% |
$8.21M - $8.3M
|
760K
$44.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
140K+ 8.72% |
$8.11M - $8.2M
|
1.75M
$102M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
129K+ 9.08% |
$7.45M - $7.53M
|
1.54M
$89.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
126K+ 11.65% |
$7.29M - $7.37M
|
1.21M
$70.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
121K+ 17.36% |
$7.03M - $7.11M
|
821K
$47.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
120KNew |
$6.97M - $7.04M
|
120K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 6.97% |
$6.81M - $6.89M
|
1.81M
$105M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
117K+ 51.56% |
$6.75M - $6.82M
|
343K
$19.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115K+ 14.27% |
$6.68M - $6.75M
|
924K
$53.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
114K+ 14.27% |
$6.59M - $6.66M
|
911K
$53M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
107K+ 171.34% |
$6.18M - $6.25M
|
169K
$9.83M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
106K+ 6.59% |
$6.13M - $6.2M
|
1.71M
$99.7M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
105K+ 6.36% |
$6.08M - $6.15M
|
1.76M
$102M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
105KNew |
$6.06M - $6.13M
|
105K
$6.09M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
103K+ 30.35% |
$5.97M - $6.04M
|
443K
$25.8M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
102K+ 30.45% |
$5.88M - $5.95M
|
435K
$25.3M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
96.1K+ 22.23% |
$5.56M - $5.62M
|
528K
$30.7M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
91.1KNew |
$5.27M - $5.33M
|
91.1K
$5.3M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
89.5K+ 112.07% |
$5.18M - $5.24M
|
169K
$9.85M
|