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 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$58 - $58.9
|
898K
$52.7M
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 1.69% |
$58 - $58.9
|
58
$3.41K
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 22.73% |
$290 - $294
|
17
$998
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 4.76% |
$290 - $294
|
100
$5.87K
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-7- -0.0% |
$406 - $412
|
173K
$10.1M
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.18% |
$870 - $883
|
8.2K
$481K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.27% |
$1.16K - $1.18K
|
7.42K
$435K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.76% |
$1.45K - $1.47K
|
3.27K
$192K
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-33- 7.48% |
$1.91K - $1.94K
|
408
$24K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-33- 1.08% |
$1.91K - $1.94K
|
3.01K
$177K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.8% |
$2.15K - $2.18K
|
4.59K
$270K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 2.25% |
$2.32K - $2.36K
|
1.74K
$102K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 6.03% |
$2.44K - $2.47K
|
654
$38.4K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-43- 0.47% |
$2.49K - $2.53K
|
9.05K
$532K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-52- 1.59% |
$3.02K - $3.06K
|
3.21K
$189K
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-53- 1.32% |
$3.08K - $3.12K
|
3.96K
$232K
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-55- 1.41% |
$3.19K - $3.24K
|
3.85K
$226K
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-57- 56.44% |
$3.31K - $3.36K
|
44
$2.58K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-74- 0.56% |
$4.29K - $4.36K
|
13.1K
$770K
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-88- 5.8% |
$5.11K - $5.18K
|
1.43K
$83.9K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-94- 2.11% |
$5.45K - $5.53K
|
4.36K
$256K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-97- 0.53% |
$5.63K - $5.71K
|
18.1K
$1.06M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 0.19% |
$5.8K - $5.89K
|
53.8K
$3.16M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-108- 1.66% |
$6.27K - $6.36K
|
6.41K
$376K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-111- 3.59% |
$6.44K - $6.54K
|
2.98K
$175K
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-126- 0.7% |
$7.31K - $7.42K
|
17.9K
$1.05M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-135- 0.16% |
$7.83K - $7.95K
|
83.5K
$4.9M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-143- 1.29% |
$8.3K - $8.42K
|
11K
$644K
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-150- 2.08% |
$8.7K - $8.83K
|
7.06K
$414K
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-154- 4.28% |
$8.94K - $9.07K
|
3.44K
$202K
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-164- 4.28% |
$9.52K - $9.66K
|
3.66K
$215K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-166- 7.52% |
$9.63K - $9.77K
|
2.04K
$120K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-174- 0.87% |
$10.1K - $10.2K
|
19.9K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-174- 0.36% |
$10.1K - $10.2K
|
48.7K
$2.86M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-219- 0.76% |
$12.7K - $12.9K
|
28.6K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-219- 0.03% |
$12.7K - $12.9K
|
759K
$44.5M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-224- 7.52% |
$13K - $13.2K
|
2.75K
$162K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-225- 5.69% |
$13.1K - $13.2K
|
3.73K
$219K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-225- 5.21% |
$13.1K - $13.2K
|
4.1K
$240K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-234- 3.42% |
$13.6K - $13.8K
|
6.61K
$388K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 5.0% |
$13.6K - $13.8K
|
4.46K
$262K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-240- 20.32% |
$13.9K - $14.1K
|
941
$55.2K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-244- 1.01% |
$14.2K - $14.4K
|
23.8K
$1.4M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-255- 21.36% |
$14.8K - $15K
|
939
$55.1K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-277- 0.92% |
$16.1K - $16.3K
|
29.8K
$1.75M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.58% |
$17.4K - $17.7K
|
11.3K
$666K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-302- 0.44% |
$17.5K - $17.8K
|
69K
$4.05M
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-310- 3.01% |
$18K - $18.3K
|
9.98K
$586K
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-320- 0.24% |
$18.6K - $18.8K
|
136K
$7.96M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-326- 7.21% |
$18.9K - $19.2K
|
4.19K
$246K
|