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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-10.4K- 52.75% |
$601K - $610K
|
9.27K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.6K- 1.16% |
$614K - $623K
|
898K
$52.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.6K- 0.52% |
$618K - $627K
|
2.05M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10.7K- 1.41% |
$620K - $630K
|
750K
$43.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 19.65% |
$632K - $642K
|
44.6K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 32.2% |
$649K - $658K
|
23.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11.3K- 15.32% |
$656K - $666K
|
62.5K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 6.67% |
$667K - $677K
|
161K
$9.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-12.4K- 16.09% |
$719K - $729K
|
64.6K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.7K- 29.25% |
$737K - $748K
|
30.7K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.7K- 25.97% |
$739K - $750K
|
36.3K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-12.9K- 23.55% |
$750K - $761K
|
42K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-13.1K- 4.71% |
$760K - $771K
|
265K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.1K- 20.93% |
$760K - $771K
|
49.5K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.3K- 14.05% |
$772K - $783K
|
81.4K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.4K- 27.8% |
$777K - $788K
|
34.8K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.6K- 6.96% |
$792K - $804K
|
183K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.1K- 49.65% |
$816K - $828K
|
14.3K
$831K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.1K- 59.17% |
$816K - $829K
|
9.71K
$566K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.2K- 43.55% |
$826K - $838K
|
18.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-14.4K- 3.01% |
$838K - $850K
|
465K
$27.1M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-14.4K- 71.57% |
$838K - $850K
|
5.74K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-14.8K- 7.88% |
$856K - $869K
|
173K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.2K- 6.03% |
$883K - $896K
|
237K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.5K- 29.25% |
$898K - $911K
|
37.4K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-15.5K- 10.71% |
$902K - $915K
|
130K
$7.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.6K- 98.48% |
$903K - $917K
|
240
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-16K- 28.76% |
$931K - $945K
|
39.8K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-16.1K- 17.72% |
$933K - $947K
|
74.6K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.4K- 59.56% |
$951K - $965K
|
11.1K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-17.4K- 20.98% |
$1.01M - $1.02M
|
65.5K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18K- 10.23% |
$1.04M - $1.06M
|
158K
$9.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.2K- 2.43% |
$1.12M - $1.13M
|
773K
$45.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-19.6K- 13.27% |
$1.14M - $1.16M
|
128K
$7.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.4K- 32.08% |
$1.24M - $1.26M
|
45.4K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 99.35% |
$1.27M - $1.29M
|
142
$8.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-22.3K- 68.22% |
$1.29M - $1.31M
|
10.4K
$604K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-23.5K- 16.01% |
$1.36M - $1.38M
|
123K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-25.1K- 66.01% |
$1.46M - $1.48M
|
13K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 67.06% |
$1.48M - $1.51M
|
12.6K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25.9K- 6.13% |
$1.5M - $1.53M
|
397K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-26.8K- 17.0% |
$1.56M - $1.58M
|
131K
$7.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-26.9K- 84.94% |
$1.56M - $1.59M
|
4.78K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30.4K- 18.83% |
$1.77M - $1.79M
|
131K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-32.9K- 3.12% |
$1.91M - $1.94M
|
1.02M
$59.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 9.54% |
$1.97M - $2M
|
321K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-44.4K- 82.6% |
$2.58M - $2.61M
|
9.36K
$545K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-44.9K- 67.84% |
$2.61M - $2.64M
|
21.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-45.9K- 34.28% |
$2.67M - $2.71M
|
88.1K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-46K- 65.02% |
$2.67M - $2.71M
|
24.7K
$1.44M
|