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 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-3.28K- 34.12% |
$190K - $193K
|
6.34K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.44K- 7.84% |
$199K - $202K
|
40.4K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.53K- 10.04% |
$205K - $208K
|
31.6K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.55K- 16.18% |
$206K - $209K
|
18.4K
$1.08M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.63K- 5.36% |
$211K - $214K
|
64.2K
$3.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.66K- 3.98% |
$212K - $216K
|
88.2K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.7K- 26.86% |
$214K - $218K
|
10.1K
$591K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.7K- 2.28% |
$215K - $218K
|
159K
$9.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.87K- 8.46% |
$224K - $228K
|
41.9K
$2.46M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.96K- 3.42% |
$230K - $233K
|
112K
$6.58M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.17K- 35.71% |
$242K - $245K
|
7.51K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 5.52% |
$249K - $253K
|
73.5K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Shah Capital Management
|
SELL
|
- |
-4.61K- 1.9% |
$267K - $271K
|
238K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.82K- 1.62% |
$280K - $284K
|
292K
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.87K- 3.41% |
$283K - $287K
|
138K
$8.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.16K- 10.7% |
$300K - $304K
|
43.1K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.22K- 5.08% |
$303K - $307K
|
97.6K
$5.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 12.82% |
$305K - $309K
|
35.7K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.33K- 1.38% |
$309K - $314K
|
381K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.45K- 13.82% |
$316K - $321K
|
34K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.46K- 13.11% |
$317K - $321K
|
36.2K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.64K- 4.51% |
$327K - $332K
|
119K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.84K- 3.18% |
$339K - $344K
|
178K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-6.29K- 20.1% |
$365K - $370K
|
25K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6.38K- 80.56% |
$370K - $376K
|
1.54K
$90.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.61K- 0.17% |
$384K - $389K
|
3.86M
$226M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.67K- 3.3% |
$387K - $393K
|
195K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.09K- 6.57% |
$411K - $417K
|
101K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-7.18K- 20.84% |
$417K - $423K
|
27.3K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.59K- 39.13% |
$441K - $447K
|
11.8K
$693K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.76K- 52.17% |
$450K - $457K
|
7.11K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-7.81K- 18.5% |
$453K - $460K
|
34.4K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.12K- 47.35% |
$471K - $478K
|
9.03K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-8.4K- 3.76% |
$487K - $495K
|
215K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.99K- 2.94% |
$522K - $529K
|
297K
$17.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.15K- 12.23% |
$531K - $539K
|
65.7K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.33K- 7.18% |
$542K - $550K
|
121K
$7.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-9.66K- 17.91% |
$561K - $569K
|
44.3K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-9.69K- 1.93% |
$562K - $570K
|
493K
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.3K- 3.94% |
$596K - $605K
|
250K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 9.09% |
$600K - $608K
|
103K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-10.4K- 52.75% |
$601K - $610K
|
9.27K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.6K- 1.16% |
$614K - $623K
|
898K
$52.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.6K- 0.52% |
$618K - $627K
|
2.05M
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10.7K- 1.41% |
$620K - $630K
|
750K
$44.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 19.65% |
$632K - $642K
|
44.6K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 32.2% |
$649K - $658K
|
23.5K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11.3K- 15.32% |
$656K - $666K
|
62.5K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 6.67% |
$667K - $677K
|
161K
$9.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-12.4K- 16.09% |
$719K - $729K
|
64.6K
$3.79M
|