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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-175K- 2.73% |
$10.1M - $10.2M
|
6.23M
$362M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-184K- 12.79% |
$10.6M - $10.8M
|
1.25M
$72.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-202K- 8.54% |
$11.7M - $11.8M
|
2.16M
$126M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-210K- 3.37% |
$12.1M - $12.3M
|
6.02M
$350M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-217K- 33.66% |
$12.5M - $12.7M
|
427K
$24.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-226K- 13.3% |
$13.1M - $13.2M
|
1.47M
$85.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-228K- 37.11% |
$13.2M - $13.3M
|
386K
$22.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-241K- 57.46% |
$14M - $14.1M
|
179K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-242K- 12.61% |
$14M - $14.2M
|
1.68M
$97.5M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-248K- 36.01% |
$14.4M - $14.5M
|
441K
$25.7M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-252K- 24.54% |
$14.6M - $14.8M
|
775K
$45.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-258K- 63.31% |
$14.9M - $15.1M
|
149K
$8.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-264K- 96.53% |
$15.3M - $15.5M
|
9.5K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-302K- 8.19% |
$17.5M - $17.7M
|
3.39M
$197M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-324K- 71.11% |
$18.7M - $19M
|
132K
$7.65M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-360K- 34.42% |
$20.8M - $21M
|
685K
$39.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-402K- 75.93% |
$23.2M - $23.5M
|
127K
$7.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-434K- 57.67% |
$25.1M - $25.4M
|
319K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-492K- 74.61% |
$28.5M - $28.8M
|
168K
$9.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-533K- 13.75% |
$30.8M - $31.2M
|
3.34M
$194M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-547K- 91.07% |
$31.7M - $32M
|
53.6K
$3.12M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-584K- 20.24% |
$33.8M - $34.2M
|
2.3M
$134M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-841K- 87.21% |
$48.7M - $49.2M
|
123K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-1.05M- 96.3% |
$60.7M - $61.4M
|
40.4K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18M- 53.95% |
$68.2M - $69M
|
1.01M
$58.5M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.18M- 47.11% |
$68.3M - $69.1M
|
1.32M
$77M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.54M- 37.92% |
$88.9M - $89.9M
|
2.51M
$146M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1M- 35.46% |
$1.05B - $1.06B
|
32.9M
$1.91B
|