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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.22K- 17.45% |
$187K - $189K
|
15.3K
$887K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.26K- 9.67% |
$188K - $191K
|
30.4K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.33K- 9.01% |
$193K - $195K
|
33.6K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.43K- 19.56% |
$199K - $201K
|
14.1K
$821K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.48K- 22.78% |
$202K - $204K
|
11.8K
$686K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.49K- 9.18% |
$202K - $204K
|
34.5K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.58K- 2.98% |
$207K - $210K
|
117K
$6.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.91K- 63.72% |
$226K - $229K
|
2.22K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4K- 13.14% |
$231K - $234K
|
26.4K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.13K- 3.13% |
$239K - $242K
|
128K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.15K- 97.21% |
$240K - $243K
|
119
$6.92K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-4.32K- 65.42% |
$250K - $253K
|
2.28K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-4.34K- 31.34% |
$251K - $254K
|
9.51K
$553K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.36K- 1.88% |
$252K - $255K
|
228K
$13.2M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.49K- 10.17% |
$260K - $263K
|
39.6K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-4.58K- 2.07% |
$265K - $268K
|
216K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.61K- 0.7% |
$267K - $270K
|
652K
$37.9M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-4.64K- 8.49% |
$269K - $272K
|
50K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-4.74K- 2.5% |
$275K - $278K
|
185K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.82K- 1.13% |
$279K - $282K
|
422K
$24.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.86K- 57.33% |
$281K - $284K
|
3.62K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-5.4K- 3.49% |
$313K - $316K
|
149K
$8.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.62K- 17.08% |
$325K - $329K
|
27.3K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.81K- 25.18% |
$336K - $340K
|
17.3K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.98K- 22.46% |
$346K - $350K
|
20.6K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.01K- 2.54% |
$348K - $352K
|
231K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-6.04K- 36.52% |
$350K - $354K
|
10.5K
$611K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-6.12K- 28.05% |
$354K - $358K
|
15.7K
$912K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.15K- 3.53% |
$356K - $360K
|
168K
$9.78M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-6.21K- 8.82% |
$360K - $364K
|
64.2K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.35K- 44.86% |
$367K - $372K
|
7.8K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.35K- 6.72% |
$367K - $372K
|
88.1K
$5.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.35K- 31.56% |
$368K - $372K
|
13.8K
$801K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.35K- 17.36% |
$368K - $372K
|
30.2K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.47K- 7.71% |
$374K - $379K
|
77.4K
$4.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.59K- 15.89% |
$381K - $386K
|
34.9K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.11K- 50.75% |
$411K - $416K
|
6.9K
$401K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-7.23K- 35.45% |
$419K - $423K
|
13.2K
$766K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.32K- 12.78% |
$424K - $429K
|
50K
$2.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.37K- 1.46% |
$427K - $432K
|
496K
$28.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.43K- 14.42% |
$430K - $435K
|
44.1K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.58K- 23.13% |
$438K - $443K
|
25.2K
$1.46M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-7.74K- 24.37% |
$448K - $453K
|
24K
$1.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-7.74K- 1.91% |
$448K - $453K
|
397K
$23.1M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8.04K- 13.16% |
$465K - $471K
|
53.1K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.24K- 17.75% |
$477K - $483K
|
38.2K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-8.4K- 37.39% |
$486K - $492K
|
14.1K
$818K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.56K- 12.53% |
$495K - $501K
|
59.8K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.57K- 3.92% |
$496K - $502K
|
210K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.94K- 18.21% |
$518K - $524K
|
40.2K
$2.34M
|