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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
155New |
$8.99K - $9.13K
|
155
$9.09K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
142+ 0.03% |
$8.24K - $8.36K
|
425K
$24.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 4.96% |
$7.66K - $7.77K
|
2.79K
$164K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 0.95% |
$7.37K - $7.48K
|
13.5K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
126+ 1.45% |
$7.31K - $7.42K
|
8.82K
$517K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
123+ 1366.67% |
$7.14K - $7.24K
|
132
$7.74K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
119+ 1.16% |
$6.9K - $7.01K
|
10.4K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
118New |
$6.85K - $6.95K
|
118
$6.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
114+ 1.03% |
$6.61K - $6.71K
|
11.2K
$657K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
113+ 0.5% |
$6.56K - $6.65K
|
22.6K
$1.33M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
108+ 2.74% |
$6.27K - $6.36K
|
4.05K
$238K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
108+ 2.74% |
$6.27K - $6.36K
|
4.05K
$238K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
101+ 1.41% |
$5.86K - $5.95K
|
7.26K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
100+ 0.64% |
$5.8K - $5.89K
|
15.7K
$923K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
93+ 0.23% |
$5.4K - $5.48K
|
40K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
89+ 0.74% |
$5.16K - $5.24K
|
12K
$706K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 0.54% |
$5.16K - $5.24K
|
16.4K
$964K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.72% |
$5.11K - $5.18K
|
12.3K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
87+ 2.09% |
$5.05K - $5.12K
|
4.25K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
85+ 2.42% |
$4.93K - $5K
|
3.6K
$211K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
85+ 0.1% |
$4.93K - $5K
|
85.2K
$5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
82+ 0.81% |
$4.76K - $4.83K
|
10.2K
$600K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
81+ 1.4% |
$4.7K - $4.77K
|
5.87K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
70+ 1.41% |
$4.06K - $4.12K
|
5.05K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 0.71% |
$3.89K - $3.94K
|
9.45K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
65+ 0.72% |
$3.77K - $3.83K
|
9.09K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
64New |
$3.71K - $3.77K
|
64
$3.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
63+ 0.71% |
$3.66K - $3.71K
|
8.99K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
50+ 0.51% |
$2.9K - $2.94K
|
9.78K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
44+ 0.31% |
$2.55K - $2.59K
|
14.4K
$842K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 0.5% |
$2.32K - $2.36K
|
8.08K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
38+ 1.04% |
$2.2K - $2.24K
|
3.68K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
36+ 0.36% |
$2.09K - $2.12K
|
10.1K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
32+ 0.44% |
$1.86K - $1.88K
|
7.24K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30+ 4.57% |
$1.74K - $1.77K
|
687
$40.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$1.51K - $1.53K
|
26
$1.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
26+ 0.37% |
$1.51K - $1.53K
|
7.11K
$417K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$1.45K - $1.47K
|
25
$1.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.33K - $1.35K
|
9.78K
$573K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.37% |
$1.16K - $1.18K
|
1.48K
$86.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
19New |
$1.1K - $1.12K
|
19
$1.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
19+ 0.3% |
$1.1K - $1.12K
|
6.29K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 2.04% |
$870 - $883
|
750
$44K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12+ 1.49% |
$696 - $707
|
815
$47.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.83% |
$348 - $353
|
728
$42.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.81% |
$348 - $353
|
746
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.49% |
$232 - $236
|
823
$48.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$232 - $236
|
773
$45.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.22% |
$174 - $177
|
1.39K
$81.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3New |
$174 - $177
|
3
$176
|