Purchases and Sales Made in Q2 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-51- 0.93% |
$2.94K - $2.96K
|
5.44K
$317K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
SELL
|
- |
-54- 10.91% |
$3.11K - $3.13K
|
441
$25.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-56- 1.42% |
$3.22K - $3.25K
|
3.87K
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-61- 1.06% |
$3.51K - $3.54K
|
5.72K
$333K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-65- 2.1% |
$3.74K - $3.77K
|
3.03K
$176K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 0.25% |
$3.74K - $3.77K
|
26.4K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71- 1.65% |
$4.09K - $4.12K
|
4.24K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-84- 0.21% |
$4.83K - $4.87K
|
39.4K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-86- 0.83% |
$4.95K - $4.99K
|
10.3K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-87- 67.97% |
$5.01K - $5.05K
|
41
$2.38K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-89- 2.35% |
$5.12K - $5.16K
|
3.69K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-104- 1.06% |
$5.99K - $6.03K
|
9.74K
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-119Closed |
$6.85K - $6.9K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-121- 0.25% |
$6.96K - $7.02K
|
47.6K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-122- 5.56% |
$7.02K - $7.08K
|
2.07K
$120K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-125- 31.25% |
$7.19K - $7.25K
|
275
$16K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-132- 0.61% |
$7.6K - $7.66K
|
21.5K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-145- 4.01% |
$8.34K - $8.41K
|
3.47K
$202K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-147- 0.92% |
$8.46K - $8.53K
|
15.8K
$920K
|
|
|
Jul 08, 2024
Q2 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-149- 3.72% |
$8.57K - $8.64K
|
3.86K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-154- 8.63% |
$8.86K - $8.93K
|
1.63K
$94.8K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-158- 0.22% |
$9.09K - $9.16K
|
70.8K
$4.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-173- 3.33% |
$9.96K - $10K
|
5.03K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-175- 0.7% |
$10.1K - $10.2K
|
24.9K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-210- 1.9% |
$12.1K - $12.2K
|
10.8K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-228- 4.32% |
$13.1K - $13.2K
|
5.05K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-242- 1.25% |
$13.9K - $14K
|
19.1K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-245- 4.0% |
$14.1K - $14.2K
|
5.88K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-264- 0.83% |
$15.2K - $15.3K
|
31.4K
$1.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-284- 2.02% |
$16.3K - $16.5K
|
13.8K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-287- 3.31% |
$16.5K - $16.6K
|
8.37K
$487K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-294- 3.97% |
$16.9K - $17.1K
|
7.11K
$413K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-297- 6.4% |
$17.1K - $17.2K
|
4.34K
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-320- 0.25% |
$18.4K - $18.6K
|
128K
$7.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-326- 15.02% |
$18.8K - $18.9K
|
1.85K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-330- 2.34% |
$19K - $19.1K
|
13.8K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-351- 1.37% |
$20.2K - $20.4K
|
25.4K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-357- 2.62% |
$20.5K - $20.7K
|
13.3K
$772K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-368- 8.77% |
$21.2K - $21.3K
|
3.83K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-380- 2.75% |
$21.9K - $22K
|
13.4K
$781K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-395- 1.14% |
$22.7K - $22.9K
|
34.2K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-409- 8.74% |
$23.5K - $23.7K
|
4.27K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-413- 2.73% |
$23.8K - $24K
|
14.7K
$856K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-424- 16.99% |
$24.4K - $24.6K
|
2.07K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-425- 0.07% |
$24.5K - $24.7K
|
633K
$36.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-433- 2.16% |
$24.9K - $25.1K
|
19.6K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-435- 0.48% |
$25K - $25.2K
|
90.6K
$5.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-461- 39.13% |
$26.5K - $26.7K
|
717
$41.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-504- 4.04% |
$29K - $29.2K
|
12K
$696K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-507- 9.98% |
$29.2K - $29.4K
|
4.57K
$266K
|