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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.74K- 29.62% |
$99.8K - $101K
|
4.12K
$240K
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.76K- 3.35% |
$101K - $102K
|
50.7K
$2.95M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.8K- 17.24% |
$104K - $104K
|
8.64K
$502K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.81K- 12.04% |
$104K - $105K
|
13.2K
$768K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.93K- 34.11% |
$111K - $112K
|
3.72K
$216K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.94K- 4.29% |
$112K - $113K
|
43.3K
$2.52M
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.99K- 1.27% |
$114K - $115K
|
154K
$8.98M
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.06K- 24.89% |
$118K - $119K
|
6.21K
$361K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.06K- 7.12% |
$119K - $120K
|
26.9K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 4.17% |
$120K - $121K
|
47.9K
$2.79M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 15.7% |
$121K - $122K
|
11.3K
$655K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.14K- 25.23% |
$123K - $124K
|
6.33K
$368K
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-2.15K- 2.82% |
$124K - $125K
|
74.1K
$4.31M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.16K- 6.0% |
$124K - $125K
|
33.8K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.25K- 98.47% |
$130K - $131K
|
35
$2.04K
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.28K- 3.89% |
$131K - $132K
|
56.5K
$3.28M
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.36K- 2.85% |
$136K - $137K
|
80.5K
$4.68M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.43K- 11.56% |
$140K - $141K
|
18.6K
$1.08M
|
|
Jul 15, 2024
Q2 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-2.44K- 1.64% |
$141K - $142K
|
147K
$8.54M
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.45K- 3.35% |
$141K - $142K
|
70.5K
$4.1M
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.47K- 14.74% |
$142K - $143K
|
14.3K
$831K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.48K- 2.12% |
$143K - $144K
|
114K
$6.66M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.49K- 21.1% |
$143K - $144K
|
9.31K
$541K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.56K- 20.17% |
$147K - $148K
|
10.1K
$589K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.6K- 27.74% |
$150K - $151K
|
6.78K
$394K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.83K- 7.98% |
$163K - $164K
|
32.7K
$1.9M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.86K- 19.71% |
$164K - $166K
|
11.6K
$677K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 43.58% |
$171K - $173K
|
3.86K
$224K
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.01K- 0.28% |
$173K - $175K
|
1.06M
$61.5M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-3.18K- 4.13% |
$183K - $185K
|
73.9K
$4.29M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.3K- 3.72% |
$190K - $191K
|
85.3K
$4.96M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 95.06% |
$192K - $193K
|
173
$10.1K
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
SELL
|
- |
-3.35K- 0.48% |
$193K - $195K
|
696K
$40.5M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.38K- 35.35% |
$194K - $196K
|
6.18K
$359K
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-3.48K- 5.28% |
$200K - $202K
|
62.4K
$3.63M
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.51K- 44.47% |
$202K - $203K
|
4.38K
$255K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.56K- 17.24% |
$205K - $206K
|
17.1K
$993K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.64K- 8.72% |
$209K - $211K
|
38.1K
$2.22M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.67K- 13.89% |
$211K - $213K
|
22.8K
$1.32M
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.78K- 6.96% |
$218K - $219K
|
50.6K
$2.94M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.93K- 42.95% |
$226K - $228K
|
5.22K
$303K
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-3.94K- 0.81% |
$227K - $228K
|
485K
$28.2M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.95K- 9.84% |
$227K - $229K
|
36.2K
$2.1M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-3.96K- 5.95% |
$228K - $230K
|
62.7K
$3.64M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.97K- 1.87% |
$228K - $230K
|
208K
$12.1M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.98K- 17.44% |
$229K - $231K
|
18.8K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4K- 21.05% |
$230K - $232K
|
15K
$872K
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-4.31K- 76.04% |
$248K - $250K
|
1.36K
$79K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.36K- 34.48% |
$251K - $253K
|
8.28K
$482K
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.52K- 2.67% |
$260K - $262K
|
165K
$9.58M
|