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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
26K+ 8.28% |
$1.5M - $1.52M
|
340K
$19.8M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
25.9K+ 502.11% |
$1.5M - $1.52M
|
31.1K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
25.8KNew |
$1.49M - $1.51M
|
25.8K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25.7K+ 12.21% |
$1.49M - $1.5M
|
236K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.3K+ 71.81% |
$1.41M - $1.42M
|
58.1K
$3.38M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
23.5K+ 7.32% |
$1.36M - $1.37M
|
344K
$20M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
23.3K+ 3.08% |
$1.35M - $1.37M
|
780K
$45.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.2K+ 187.9% |
$1.34M - $1.36M
|
35.5K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22.8K+ 461.52% |
$1.32M - $1.34M
|
27.8K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
22.5KNew |
$1.3M - $1.32M
|
22.5K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
22.4K+ 10.29% |
$1.3M - $1.31M
|
240K
$13.9M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.8K+ 15.65% |
$1.26M - $1.28M
|
161K
$9.38M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21.6K+ 34.83% |
$1.25M - $1.27M
|
83.7K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
21.6K+ 525.29% |
$1.25M - $1.26M
|
25.7K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
21.3K+ 19.12% |
$1.23M - $1.25M
|
133K
$7.71M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.4K+ 2.46% |
$1.18M - $1.2M
|
851K
$49.5M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20.3K+ 119.59% |
$1.18M - $1.19M
|
37.3K
$2.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
20.1K+ 12.0% |
$1.16M - $1.18M
|
188K
$10.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.5K+ 19.79% |
$1.13M - $1.14M
|
118K
$6.88M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
19.3K+ 35.48% |
$1.12M - $1.13M
|
73.8K
$4.29M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
17.9K+ 10.63% |
$1.03M - $1.05M
|
186K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.8K+ 224.78% |
$1.03M - $1.04M
|
25.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.5K+ 9.64% |
$1.01M - $1.03M
|
199K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
17.4K+ 14.48% |
$1.01M - $1.02M
|
137K
$7.98M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17K+ 6.98% |
$984K - $995K
|
261K
$15.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 13.33% |
$968K - $979K
|
142K
$8.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Signify Wealth
|
BUY
|
- |
16.5K+ 20.36% |
$957K - $968K
|
97.8K
$5.69M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.4K+ 13.07% |
$947K - $958K
|
142K
$8.23M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.2K+ 4.05% |
$935K - $946K
|
415K
$24.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16K+ 37.58% |
$926K - $936K
|
58.5K
$3.4M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
15.9K+ 8.78% |
$920K - $931K
|
197K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
15.2K+ 42.38% |
$882K - $892K
|
51.2K
$2.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
15.2K+ 239.57% |
$880K - $890K
|
21.5K
$1.25M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
15.2K+ 4.51% |
$879K - $889K
|
352K
$20.5M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
15.1K+ 36.12% |
$875K - $885K
|
57K
$3.31M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
15KNew |
$868K - $878K
|
15K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
15K+ 375.0% |
$868K - $878K
|
19K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.8KNew |
$856K - $865K
|
14.8K
$860K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
14.1KNew |
$815K - $824K
|
14.1K
$818K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14K+ 17.29% |
$811K - $820K
|
95.1K
$5.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
14K+ 5.87% |
$809K - $819K
|
252K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.6K+ 8.46% |
$785K - $794K
|
174K
$10.1M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13.2K+ 4.04% |
$762K - $771K
|
339K
$19.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
13.1K+ 8.69% |
$759K - $768K
|
164K
$9.54M
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
13.1K+ 8.14% |
$756K - $765K
|
174K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
13.1K+ 8.14% |
$756K - $765K
|
174K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 43.19% |
$729K - $737K
|
41.7K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.4KNew |
$718K - $726K
|
12.4K
$721K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 24.47% |
$715K - $723K
|
62.8K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.3K+ 20.6% |
$713K - $721K
|
72.1K
$4.19M
|