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 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-9.05K- 15.84% |
$524K - $530K
|
48.1K
$2.8M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.13K- 1.84% |
$528K - $534K
|
488K
$28.4M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.32K- 4.31% |
$539K - $545K
|
207K
$12M
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.49K- 43.94% |
$549K - $555K
|
12.1K
$704K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.53K- 12.26% |
$552K - $558K
|
68.3K
$3.97M
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.94K- 22.71% |
$575K - $582K
|
33.8K
$1.97M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-10.2K- 7.29% |
$589K - $595K
|
129K
$7.52M
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-10.2K- 16.86% |
$593K - $600K
|
50.5K
$2.94M
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-10.5K- 93.44% |
$606K - $613K
|
735
$42.7K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.7K- 34.11% |
$620K - $627K
|
20.7K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.8K- 1.65% |
$627K - $634K
|
644K
$37.4M
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11K- 22.75% |
$639K - $646K
|
37.5K
$2.18M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.2K- 4.37% |
$649K - $657K
|
246K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.4K- 54.42% |
$660K - $668K
|
9.55K
$556K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 36.72% |
$706K - $714K
|
21K
$1.22M
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-12.3K- 22.81% |
$709K - $717K
|
41.5K
$2.41M
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12.3K- 6.16% |
$713K - $721K
|
188K
$10.9M
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-12.4K- 42.65% |
$720K - $728K
|
16.7K
$973K
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-12.5K- 13.65% |
$726K - $734K
|
79.3K
$4.61M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.4K- 27.25% |
$775K - $784K
|
35.8K
$2.08M
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-13.6K- 25.15% |
$784K - $793K
|
40.3K
$2.35M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-13.6K- 21.64% |
$788K - $797K
|
49.3K
$2.87M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-13.7K- 3.85% |
$794K - $803K
|
343K
$19.9M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14.5K- 26.92% |
$841K - $851K
|
39.5K
$2.29M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14.6K- 39.8% |
$844K - $854K
|
22.1K
$1.28M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-15.2K- 10.66% |
$879K - $889K
|
127K
$7.41M
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-15.4K- 13.23% |
$889K - $899K
|
101K
$5.86M
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.5K- 24.69% |
$896K - $907K
|
47.2K
$2.75M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-15.6K- 95.38% |
$903K - $914K
|
756
$44K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-15.7K- 78.43% |
$907K - $917K
|
4.31K
$251K
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-16.7K- 3.3% |
$964K - $975K
|
489K
$28.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.9K- 1.19% |
$1.04M - $1.05M
|
1.49M
$86.4M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-18.6K- 14.46% |
$1.08M - $1.09M
|
110K
$6.4M
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-19.8K- 78.92% |
$1.15M - $1.16M
|
5.29K
$308K
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-20.8K- 13.37% |
$1.21M - $1.22M
|
135K
$7.84M
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-20.9K- 54.77% |
$1.21M - $1.22M
|
17.3K
$1M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.1K- 27.71% |
$1.22M - $1.23M
|
55K
$3.2M
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-22KClosed |
$1.27M - $1.29M
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-22K- 15.24% |
$1.27M - $1.29M
|
122K
$7.11M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-22.5K- 40.05% |
$1.3M - $1.32M
|
33.7K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.8K- 3.47% |
$1.32M - $1.33M
|
633K
$36.8M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-22.8K- 49.98% |
$1.32M - $1.33M
|
22.8K
$1.33M
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-22.9K- 15.56% |
$1.33M - $1.34M
|
124K
$7.23M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-23K- 88.34% |
$1.33M - $1.35M
|
3.04K
$177K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-24.4K- 7.99% |
$1.41M - $1.43M
|
281K
$16.3M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.8K- 29.05% |
$1.44M - $1.45M
|
60.7K
$3.53M
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-25.2K- 56.96% |
$1.46M - $1.47M
|
19K
$1.11M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-26K- 71.4% |
$1.5M - $1.52M
|
10.4K
$605K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26.4K- 33.44% |
$1.53M - $1.54M
|
52.5K
$3.05M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.9K- 81.8% |
$1.56M - $1.58M
|
5.99K
$349K
|