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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 2.51% |
$700K - $708K
|
494K
$28.8M
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
11.4KNew |
$661K - $668K
|
11.4K
$664K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11.4K+ 5.88% |
$660K - $667K
|
205K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.4KNew |
$658K - $665K
|
11.4K
$661K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
11.3K+ 2.17% |
$657K - $664K
|
535K
$31.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
11.1K+ 5.33% |
$644K - $651K
|
220K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10.7K+ 6.45% |
$621K - $628K
|
177K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
10.7K+ 2.51% |
$619K - $626K
|
438K
$25.4M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.5K+ 84.11% |
$605K - $612K
|
22.9K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.4K+ 15.18% |
$600K - $607K
|
78.7K
$4.58M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.2K+ 66.67% |
$588K - $595K
|
25.4K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
9.59K+ 17.25% |
$555K - $562K
|
65.2K
$3.79M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
9.38KNew |
$543K - $549K
|
9.38K
$546K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.26K+ 14.91% |
$536K - $542K
|
71.4K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.95K+ 1.81% |
$518K - $524K
|
503K
$29.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.69K+ 1.69% |
$503K - $509K
|
522K
$30.4M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
8.49K+ 28.28% |
$491K - $497K
|
38.5K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8.46K+ 8.97% |
$490K - $495K
|
103K
$5.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.38K+ 15.22% |
$485K - $491K
|
63.4K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
8.19K+ 1.28% |
$474K - $480K
|
647K
$37.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.74K+ 11.58% |
$448K - $453K
|
74.6K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.5K+ 13.12% |
$434K - $439K
|
64.7K
$3.76M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.37K+ 65.26% |
$427K - $431K
|
18.7K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.13K+ 4.33% |
$413K - $418K
|
172K
$9.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.1K+ 1.77% |
$411K - $416K
|
408K
$23.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.1K+ 123.35% |
$411K - $415K
|
12.8K
$747K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
7.08K+ 4.13% |
$410K - $414K
|
179K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7KNew |
$405K - $410K
|
7K
$407K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.99K+ 23.57% |
$405K - $409K
|
36.6K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.99K+ 8.65% |
$404K - $409K
|
87.8K
$5.1M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.75K+ 111.18% |
$390K - $395K
|
12.8K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.67KNew |
$386K - $390K
|
6.67K
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.59KNew |
$382K - $386K
|
6.59K
$383K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6.37K+ 9.49% |
$368K - $373K
|
73.5K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Shah Capital Management
|
BUY
|
- |
6.27K+ 2.6% |
$363K - $367K
|
247K
$14.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.27K+ 8.58% |
$363K - $367K
|
79.4K
$4.62M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.24KNew |
$361K - $365K
|
6.24K
$363K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.21K+ 6.38% |
$359K - $363K
|
103K
$6.02M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.19K+ 11.86% |
$359K - $363K
|
58.4K
$3.4M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.1K+ 3.68% |
$353K - $357K
|
172K
$9.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.06K+ 5.25% |
$351K - $355K
|
121K
$7.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.04K+ 66.55% |
$350K - $354K
|
15.1K
$880K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.95K+ 3.16% |
$344K - $348K
|
194K
$11.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.95KNew |
$344K - $348K
|
5.95K
$346K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.94K+ 14.74% |
$344K - $348K
|
46.2K
$2.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.56KNew |
$322K - $325K
|
5.56K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.55KNew |
$321K - $325K
|
5.55K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.53KNew |
$320K - $324K
|
5.53K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.41KNew |
$313K - $317K
|
5.41K
$315K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5.4KNew |
$312K - $316K
|
5.4K
$314K
|