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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
255+ 0.48% |
$14.8K - $14.9K
|
52.8K
$3.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
253New |
$14.6K - $14.8K
|
253
$14.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
235+ 9.04% |
$13.6K - $13.8K
|
2.84K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
224+ 1.51% |
$13K - $13.1K
|
15K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
224New |
$13K - $13.1K
|
224
$13K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
213+ 5.99% |
$12.3K - $12.5K
|
3.77K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
205+ 4.0% |
$11.9K - $12K
|
5.33K
$310K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
192+ 2.12% |
$11.1K - $11.2K
|
9.27K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
179New |
$10.4K - $10.5K
|
179
$10.4K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
175+ 0.89% |
$10.1K - $10.2K
|
19.8K
$1.15M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
173+ 1.12% |
$10K - $10.1K
|
15.6K
$908K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
172+ 19.88% |
$9.96K - $10.1K
|
1.04K
$60.3K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
BUY
|
- |
170+ 2.38% |
$9.84K - $9.95K
|
7.3K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
170New |
$9.84K - $9.95K
|
170
$9.89K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
167+ 0.8% |
$9.67K - $9.78K
|
21.1K
$1.23M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
148+ 1.49% |
$8.57K - $8.66K
|
10.1K
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
144+ 2.14% |
$8.33K - $8.43K
|
6.87K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
144+ 2.34% |
$8.33K - $8.43K
|
6.29K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
131New |
$7.58K - $7.67K
|
131
$7.62K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
128New |
$7.41K - $7.49K
|
128
$7.44K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
125+ 1.07% |
$7.24K - $7.32K
|
11.8K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
120+ 1.17% |
$6.95K - $7.02K
|
10.4K
$605K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
106+ 0.63% |
$6.14K - $6.21K
|
16.9K
$983K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106New |
$6.14K - $6.21K
|
106
$6.16K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
101New |
$5.85K - $5.91K
|
101
$5.87K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100New |
$5.79K - $5.85K
|
100
$5.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$5.79K - $5.85K
|
100
$5.82K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
96New |
$5.56K - $5.62K
|
96
$5.58K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
95+ 0.68% |
$5.5K - $5.56K
|
14.1K
$820K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
75+ 0.59% |
$4.34K - $4.39K
|
12.7K
$739K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
70+ 0.58% |
$4.05K - $4.1K
|
12.1K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
65+ 0.09% |
$3.76K - $3.81K
|
74.8K
$4.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
63+ 1.54% |
$3.65K - $3.69K
|
4.16K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
55+ 1.08% |
$3.18K - $3.22K
|
5.15K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
55+ 0.04% |
$3.18K - $3.22K
|
123K
$7.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
51+ 0.65% |
$2.95K - $2.99K
|
7.88K
$458K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
47+ 0.38% |
$2.72K - $2.75K
|
12.4K
$722K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
45+ 0.6% |
$2.6K - $2.63K
|
7.52K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
43+ 0.68% |
$2.49K - $2.52K
|
6.37K
$371K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
42+ 1.17% |
$2.43K - $2.46K
|
3.62K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.78% |
$2.26K - $2.28K
|
5.03K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
36+ 0.23% |
$2.08K - $2.11K
|
15.4K
$895K
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
33+ 0.68% |
$1.91K - $1.93K
|
4.91K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
28+ 0.5% |
$1.62K - $1.64K
|
5.67K
$330K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
27+ 0.67% |
$1.56K - $1.58K
|
4.08K
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
26+ 0.65% |
$1.5K - $1.52K
|
4.05K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.53% |
$1.16K - $1.17K
|
3.76K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19+ 0.52% |
$1.1K - $1.11K
|
3.68K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.45% |
$1.1K - $1.11K
|
4.24K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.15% |
$1.04K - $1.05K
|
12.2K
$712K
|