Purchases and Sales Made in Q4 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
695K+ 25.29% |
$40.3M - $40.9M
|
3.44M
$200M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
596K+ 5763.16% |
$34.6M - $35.1M
|
606K
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
480K+ 5006.41% |
$27.8M - $28.3M
|
490K
$28.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
413K+ 454.68% |
$24M - $24.3M
|
504K
$29.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
337KNew |
$19.5M - $19.8M
|
337K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
279KNew |
$16.2M - $16.5M
|
279K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
239K+ 14.93% |
$13.9M - $14.1M
|
1.84M
$107M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
239K+ 3.33% |
$13.9M - $14.1M
|
7.41M
$432M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
227KNew |
$13.2M - $13.4M
|
227K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
184KNew |
$10.7M - $10.8M
|
184K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
182K+ 405.45% |
$10.6M - $10.7M
|
227K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153K+ 5.9% |
$8.88M - $9.01M
|
2.75M
$160M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
99.2KNew |
$5.76M - $5.84M
|
99.2K
$5.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
98.8KNew |
$5.73M - $5.82M
|
98.8K
$5.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
95.6K+ 5.88% |
$5.55M - $5.63M
|
1.72M
$100M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94.5KNew |
$5.48M - $5.56M
|
94.5K
$5.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
94.4K+ 16.23% |
$5.48M - $5.56M
|
676K
$39.4M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
79.1K+ 468.89% |
$4.59M - $4.65M
|
95.9K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.2KNew |
$3.78M - $3.84M
|
65.2K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
63K+ 128.36% |
$3.66M - $3.71M
|
112K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
58.6K+ 45.41% |
$3.4M - $3.45M
|
188K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
58K+ 6.4% |
$3.37M - $3.42M
|
965K
$56.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
55.7K+ 15.01% |
$3.23M - $3.28M
|
427K
$24.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
54KNew |
$3.13M - $3.18M
|
54K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
54K+ 5.72% |
$3.13M - $3.18M
|
998K
$58.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
53.2KNew |
$3.09M - $3.13M
|
53.2K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.1K+ 18.74% |
$3.08M - $3.13M
|
337K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
51.3KNew |
$2.97M - $3.02M
|
51.3K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48K+ 5.48% |
$2.78M - $2.82M
|
923K
$53.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
47.8K+ 26.83% |
$2.77M - $2.81M
|
226K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
46.3K+ 2.44% |
$2.69M - $2.73M
|
1.95M
$113M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
44.6K+ 53.67% |
$2.59M - $2.63M
|
128K
$7.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.2K+ 6.63% |
$2.56M - $2.6M
|
710K
$41.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
41.2KNew |
$2.39M - $2.42M
|
41.2K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
38.9K+ 4.93% |
$2.26M - $2.29M
|
828K
$48.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
38.7K+ 38.4% |
$2.24M - $2.28M
|
139K
$8.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36.1K+ 5.35% |
$2.09M - $2.12M
|
710K
$41.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
35.2KNew |
$2.04M - $2.07M
|
35.2K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
34.4KNew |
$2M - $2.02M
|
34.4K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 4.98% |
$1.93M - $1.96M
|
701K
$40.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
32.7K+ 4.3% |
$1.9M - $1.92M
|
792K
$46.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.8K+ 3.63% |
$1.79M - $1.82M
|
881K
$51.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
29.8KNew |
$1.73M - $1.75M
|
29.8K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 3.44% |
$1.71M - $1.74M
|
888K
$51.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
29.1K+ 14.74% |
$1.69M - $1.72M
|
227K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
27.2K+ 6.53% |
$1.58M - $1.6M
|
443K
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
26.4K+ 3.91% |
$1.53M - $1.55M
|
701K
$40.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26.3K+ 6.77% |
$1.53M - $1.55M
|
415K
$24.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
25.4KNew |
$1.47M - $1.49M
|
25.4K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24.9K+ 967.47% |
$1.44M - $1.46M
|
27.4K
$1.6M
|