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 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.53K- 34.32% |
$261K - $263K
|
8.68K
$505K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-4.58K- 26.3% |
$263K - $265K
|
12.8K
$746K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.7K- 16.91% |
$270K - $273K
|
23.1K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.73K- 34.36% |
$272K - $274K
|
9.04K
$526K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.81K- 9.0% |
$277K - $279K
|
48.7K
$2.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.83K- 34.32% |
$278K - $280K
|
9.24K
$537K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.05K- 7.4% |
$291K - $293K
|
63.2K
$3.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Shah Capital Management
|
SELL
|
- |
-5.14K- 2.08% |
$296K - $298K
|
242K
$14.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.4K- 12.11% |
$311K - $313K
|
39.2K
$2.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.5K- 32.69% |
$317K - $319K
|
11.3K
$659K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-5.8K- 33.6% |
$334K - $336K
|
11.5K
$667K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.82K- 2.96% |
$335K - $338K
|
191K
$11.1M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-5.86K- 7.98% |
$337K - $340K
|
67.6K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.93K- 52.64% |
$341K - $344K
|
5.34K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.15K- 3.2% |
$354K - $357K
|
186K
$10.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-6.19K- 99.14% |
$356K - $359K
|
54
$3.14K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6.28K- 11.84% |
$362K - $364K
|
46.8K
$2.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.2K- 2.27% |
$414K - $417K
|
309K
$18M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-7.31K- 24.95% |
$421K - $424K
|
22K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.36K- 14.05% |
$424K - $427K
|
45K
$2.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7.99K- 3.99% |
$460K - $464K
|
193K
$11.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.17K- 43.79% |
$470K - $474K
|
10.5K
$610K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-8.21K- 38.1% |
$472K - $476K
|
13.3K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.32K- 14.5% |
$479K - $482K
|
49K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.33K- 3.61% |
$479K - $483K
|
222K
$12.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-8.36K- 11.51% |
$481K - $485K
|
64.2K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-8.47K- 0.48% |
$488K - $491K
|
1.75M
$102M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-8.74K- 7.49% |
$503K - $507K
|
108K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.78K- 32.65% |
$505K - $509K
|
18.1K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.86K- 6.85% |
$510K - $514K
|
120K
$7M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-9.13K- 45.38% |
$526K - $530K
|
11K
$639K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-9.21K- 18.86% |
$530K - $534K
|
39.6K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.53K- 12.1% |
$548K - $552K
|
69.2K
$4.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-9.7K- 5.77% |
$558K - $563K
|
158K
$9.21M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-9.95K- 29.41% |
$572K - $577K
|
23.9K
$1.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-9.98K- 6.19% |
$574K - $579K
|
151K
$8.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.1KClosed |
$582K - $586K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10.4K- 3.7% |
$598K - $602K
|
271K
$15.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.4K- 30.91% |
$600K - $604K
|
23.3K
$1.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10.5K- 95.58% |
$605K - $609K
|
486
$28.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.5K- 17.36% |
$606K - $611K
|
50.1K
$2.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-10.6K- 17.4% |
$609K - $614K
|
50.2K
$2.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-10.7K- 7.78% |
$615K - $619K
|
127K
$7.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-10.9K- 44.16% |
$627K - $632K
|
13.8K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-11.1K- 31.82% |
$639K - $644K
|
23.8K
$1.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.2K- 36.22% |
$646K - $651K
|
19.8K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-11.3K- 1.39% |
$649K - $654K
|
800K
$46.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-11.5K- 9.03% |
$662K - $667K
|
116K
$6.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11.8K- 20.16% |
$678K - $683K
|
46.6K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.5K- 22.73% |
$720K - $725K
|
42.5K
$2.47M
|