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 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
67+ 1.05% |
$3.86K - $3.89K
|
6.44K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 103.17% |
$3.74K - $3.77K
|
128
$7.51K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
62New |
$3.57K - $3.6K
|
62
$3.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 49.59% |
$3.45K - $3.48K
|
181
$10.6K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
52+ 0.01% |
$2.99K - $3.02K
|
432K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
51+ 1.04% |
$2.94K - $2.96K
|
4.96K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
46+ 0.52% |
$2.65K - $2.67K
|
8.88K
$520K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45New |
$2.59K - $2.61K
|
45
$2.64K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 41.67% |
$2.3K - $2.32K
|
136
$7.98K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
38+ 1.07% |
$2.19K - $2.2K
|
3.6K
$211K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
35+ 0.94% |
$2.01K - $2.03K
|
3.75K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31+ 0.83% |
$1.78K - $1.8K
|
3.76K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
31+ 0.17% |
$1.78K - $1.8K
|
18.7K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
28+ 0.53% |
$1.61K - $1.62K
|
5.3K
$311K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
20+ 0.27% |
$1.15K - $1.16K
|
7.46K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
19New |
$1.09K - $1.1K
|
19
$1.11K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
18+ 0.44% |
$1.04K - $1.04K
|
4.06K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.11% |
$978 - $986
|
15.2K
$888K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
15+ 1.05% |
$863 - $870
|
1.44K
$84.5K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
11New |
$633 - $638
|
11
$645
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
11New |
$633 - $638
|
11
$645
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
11New |
$633 - $638
|
11
$645
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
9+ 0.98% |
$518 - $522
|
927
$54.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$460 - $464
|
8
$469
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 1.02% |
$460 - $464
|
795
$46.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$403 - $406
|
7
$410
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.11% |
$288 - $290
|
4.37K
$256K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$230 - $232
|
4
$235
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
3+ 0.65% |
$173 - $174
|
464
$27.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$173 - $174
|
766
$44.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.04% |
$173 - $174
|
6.93K
$406K
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.01% |
$115 - $116
|
201
$11.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.56% |
$57.6 - $58
|
180
$10.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1- 0.01% |
$57.6 - $58
|
15.6K
$917K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1- 0.01% |
$57.6 - $58
|
9.49K
$557K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1- 0.02% |
$57.6 - $58
|
5.08K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 4.08% |
$115 - $116
|
47
$2.76K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9- 0.2% |
$518 - $522
|
4.51K
$264K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10- 0.37% |
$576 - $580
|
2.72K
$159K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-11- 0.09% |
$633 - $638
|
12.7K
$745K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-14- 0.14% |
$806 - $812
|
10.3K
$605K
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-20- 0.24% |
$1.15K - $1.16K
|
8.26K
$484K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-21- 0.19% |
$1.21K - $1.22K
|
10.9K
$639K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-22- 0.21% |
$1.27K - $1.28K
|
10.5K
$614K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-28- 0.17% |
$1.61K - $1.62K
|
16.3K
$956K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29- 0.7% |
$1.67K - $1.68K
|
4.11K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-35- 0.33% |
$2.01K - $2.03K
|
10.5K
$613K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-36- 0.07% |
$2.07K - $2.09K
|
51.1K
$3M
|