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 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
86.4K+ 2.24% |
$5M - $5.06M
|
3.94M
$229M
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
86.4K+ 2.24% |
$5M - $5.06M
|
3.94M
$229M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
86.3K+ 5.15% |
$4.99M - $5.05M
|
1.76M
$102M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
84.2K+ 6.43% |
$4.88M - $4.93M
|
1.39M
$81M
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
83.3K+ 3.82% |
$4.82M - $4.88M
|
2.27M
$132M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
79.5K+ 21.5% |
$4.6M - $4.65M
|
449K
$26.1M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78.1K+ 446.38% |
$4.52M - $4.57M
|
95.6K
$5.56M
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
77.3K+ 1392.09% |
$4.47M - $4.52M
|
82.8K
$4.82M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
77KNew |
$4.46M - $4.51M
|
77K
$4.48M
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
76.4K+ 10.01% |
$4.42M - $4.47M
|
840K
$48.8M
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
75KNew |
$4.34M - $4.39M
|
75K
$4.36M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
74KNew |
$4.28M - $4.33M
|
74K
$4.3M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.2KNew |
$3.89M - $3.93M
|
67.2K
$3.91M
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
62.3KNew |
$3.61M - $3.65M
|
62.3K
$3.62M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
57.4K+ 50.97% |
$3.32M - $3.36M
|
170K
$9.89M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
55.3KNew |
$3.2M - $3.24M
|
55.3K
$3.22M
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
52.4K+ 8.93% |
$3.03M - $3.07M
|
639K
$37.2M
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
50.4K+ 25.57% |
$2.92M - $2.95M
|
248K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49K+ 439.68% |
$2.84M - $2.87M
|
60.2K
$3.5M
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
49K+ 10.0% |
$2.84M - $2.87M
|
539K
$31.4M
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
46.9K+ 15.28% |
$2.72M - $2.75M
|
354K
$20.6M
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
46.9K+ 27.64% |
$2.72M - $2.75M
|
217K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
44.3K+ 72.81% |
$2.56M - $2.59M
|
105K
$6.11M
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
44.1K+ 11.36% |
$2.55M - $2.58M
|
432K
$25.1M
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
43.8K+ 100.39% |
$2.53M - $2.56M
|
87.4K
$5.08M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
42.3KNew |
$2.45M - $2.48M
|
42.3K
$2.46M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
42.2K+ 95.68% |
$2.44M - $2.47M
|
86.2K
$5.01M
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
41.2KNew |
$2.39M - $2.41M
|
41.2K
$2.4M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
41.1K+ 1.87% |
$2.38M - $2.41M
|
2.23M
$130M
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
38.5K+ 1107.92% |
$2.23M - $2.25M
|
41.9K
$2.44M
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
38.2K+ 3.33% |
$2.21M - $2.23M
|
1.19M
$68.9M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
37.6KNew |
$2.18M - $2.2M
|
37.6K
$2.19M
|
|
May 13, 2024
Q1 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
36.6K+ 52.72% |
$2.12M - $2.14M
|
106K
$6.17M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
36.1K+ 68.68% |
$2.09M - $2.12M
|
88.7K
$5.16M
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
36K+ 0.84% |
$2.08M - $2.11M
|
4.34M
$252M
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
34.9KNew |
$2.02M - $2.04M
|
34.9K
$2.03M
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
32.9K+ 9.9% |
$1.9M - $1.93M
|
365K
$21.2M
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
32K+ 16.67% |
$1.85M - $1.88M
|
224K
$13M
|
|
Apr 24, 2024
Q1 2024
|
Alta Advisers LTD
|
BUY
|
- |
30.8K+ 4.6% |
$1.78M - $1.8M
|
699K
$40.7M
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
30.2K+ 200.96% |
$1.75M - $1.77M
|
45.3K
$2.63M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
30.1K+ 11.97% |
$1.74M - $1.76M
|
282K
$16.4M
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
30K+ 81.7% |
$1.73M - $1.75M
|
66.6K
$3.87M
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
29.6KNew |
$1.71M - $1.73M
|
29.6K
$1.72M
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
29.6K+ 3.59% |
$1.71M - $1.73M
|
853K
$49.6M
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
28.8KNew |
$1.67M - $1.68M
|
28.8K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
28.2K+ 21524.43% |
$1.63M - $1.65M
|
28.3K
$1.65M
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
27.7K+ 2.7% |
$1.6M - $1.62M
|
1.05M
$61.2M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27.4KNew |
$1.59M - $1.6M
|
27.4K
$1.59M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
26.8K+ 8.98% |
$1.55M - $1.57M
|
326K
$18.9M
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
26.8K+ 3.41% |
$1.55M - $1.57M
|
811K
$47.2M
|