Purchases and Sales Made in Q3 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.79KNew |
$334K - $342K
|
5.79K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.75K+ 5.07% |
$332K - $340K
|
119K
$6.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.75K+ 27.65% |
$332K - $340K
|
26.5K
$1.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.68K+ 9.83% |
$328K - $336K
|
63.4K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.52K+ 6.19% |
$319K - $326K
|
94.7K
$5.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5.39K+ 9.86% |
$311K - $318K
|
60K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.36K+ 5.86% |
$310K - $317K
|
96.9K
$5.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
5.25K+ 1.59% |
$303K - $310K
|
335K
$19.5M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
5.24KNew |
$302K - $310K
|
5.24K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.12K+ 1.22% |
$296K - $303K
|
424K
$24.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.11KNew |
$295K - $302K
|
5.11K
$297K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.03K+ 4.34% |
$290K - $297K
|
121K
$7.02M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.98K+ 43.75% |
$287K - $294K
|
16.4K
$951K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4.98KNew |
$287K - $294K
|
4.98K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.78K+ 3.97% |
$276K - $283K
|
125K
$7.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.77K+ 181.41% |
$275K - $282K
|
7.4K
$430K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.75K+ 52.95% |
$274K - $281K
|
13.7K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.73KNew |
$273K - $280K
|
4.73K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.69K+ 2.99% |
$271K - $277K
|
162K
$9.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.68KNew |
$270K - $277K
|
4.68K
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.63KNew |
$267K - $274K
|
4.63K
$269K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.61K+ 18.54% |
$266K - $273K
|
29.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.58K+ 61.63% |
$264K - $271K
|
12K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.53K+ 37.43% |
$261K - $268K
|
16.6K
$966K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.39K+ 12.85% |
$253K - $260K
|
38.5K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.36K+ 2.35% |
$252K - $258K
|
190K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.34K+ 63.83% |
$251K - $257K
|
11.1K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.31K+ 8.8% |
$249K - $255K
|
53.3K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.26KNew |
$246K - $252K
|
4.26K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.25K+ 34.38% |
$246K - $252K
|
16.6K
$967K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
4.21K+ 5.19% |
$243K - $249K
|
85.3K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.12K+ 15.52% |
$238K - $244K
|
30.7K
$1.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.08K+ 67.77% |
$236K - $241K
|
10.1K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.08K+ 16.98% |
$235K - $241K
|
28.1K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.08K+ 6.64% |
$235K - $241K
|
65.5K
$3.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
4.06K+ 0.39% |
$234K - $240K
|
1.03M
$60.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.99K+ 59.41% |
$230K - $236K
|
10.7K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.99K+ 4384.62% |
$230K - $236K
|
4.08K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3.98K+ 79.39% |
$230K - $235K
|
8.99K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.87KNew |
$224K - $229K
|
3.87K
$225K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.86KNew |
$223K - $228K
|
3.86K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.8K+ 2.88% |
$219K - $225K
|
136K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.77KNew |
$217K - $223K
|
3.77K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.75K+ 53.07% |
$217K - $222K
|
10.8K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.7K+ 64.27% |
$214K - $219K
|
9.47K
$550K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.68KNew |
$212K - $217K
|
3.68K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.64KNew |
$210K - $215K
|
3.64K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.61KNew |
$208K - $214K
|
3.61K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
3.6K+ 1.25% |
$208K - $213K
|
292K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.6KNew |
$208K - $213K
|
3.6K
$209K
|