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
|
Truist Financial Corp
|
BUY
|
- |
24.6K+ 2.26% |
$1.43M - $1.45M
|
1.11M
$64.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.4KNew |
$1.41M - $1.43M
|
24.4K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.1K+ 134.64% |
$1.4M - $1.42M
|
41.9K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.37M - $1.39M
|
23.7K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3K+ 32.94% |
$1.35M - $1.37M
|
94.1K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 26.03% |
$1.29M - $1.31M
|
108K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
21.7K+ 6.94% |
$1.26M - $1.28M
|
334K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21.3K+ 3.22% |
$1.23M - $1.25M
|
682K
$39.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.21M - $1.23M
|
20.8K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 5.79% |
$1.14M - $1.16M
|
359K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
19.4KNew |
$1.13M - $1.14M
|
19.4K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.3K+ 23.16% |
$1.06M - $1.08M
|
97.4K
$5.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
18K+ 2.01% |
$1.05M - $1.06M
|
915K
$53.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
18K+ 130.99% |
$1.04M - $1.06M
|
31.7K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
17.6K+ 2.32% |
$1.02M - $1.03M
|
773K
$45M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17K+ 12.53% |
$988K - $1M
|
153K
$8.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
16.2KNew |
$941K - $955K
|
16.2K
$945K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16.1K+ 10.82% |
$937K - $950K
|
165K
$9.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 135.9% |
$931K - $945K
|
27.9K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 2.67% |
$877K - $890K
|
582K
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.7K+ 36.76% |
$851K - $864K
|
54.6K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
13.9K+ 3.97% |
$807K - $819K
|
364K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13.8K+ 3.14% |
$802K - $814K
|
453K
$26.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
13.7KNew |
$794K - $806K
|
13.7K
$798K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.2KNew |
$768K - $780K
|
13.2K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13.1K+ 9.69% |
$761K - $773K
|
149K
$8.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 238.79% |
$732K - $742K
|
17.9K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
12.4K+ 78.91% |
$720K - $730K
|
28.1K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11.6K+ 6.34% |
$674K - $684K
|
195K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 11.39% |
$668K - $678K
|
113K
$6.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
10.8KNew |
$626K - $635K
|
10.8K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10.1K+ 15.27% |
$588K - $597K
|
76.5K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.1K+ 3.36% |
$585K - $593K
|
310K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
9.8K+ 61.2% |
$568K - $577K
|
25.8K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.76KNew |
$566K - $575K
|
9.76K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
9.57KNew |
$555K - $563K
|
9.57K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.24K+ 4.53% |
$536K - $544K
|
213K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 2.3% |
$535K - $543K
|
410K
$23.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.54K+ 24.57% |
$496K - $503K
|
43.3K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
8.3KNew |
$481K - $488K
|
8.3K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.15K+ 118.59% |
$473K - $480K
|
15K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
7.95KNew |
$461K - $468K
|
7.95K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.85K+ 83.09% |
$456K - $462K
|
17.3K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7.34KNew |
$426K - $432K
|
7.34K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.25K+ 29.0% |
$421K - $427K
|
32.2K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
7.17K+ 8.42% |
$416K - $422K
|
92.4K
$5.39M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.16K+ 10.7% |
$415K - $422K
|
74.1K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.03K+ 25.03% |
$408K - $414K
|
35.1K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.58K+ 20.07% |
$382K - $387K
|
39.4K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.29K+ 4.19% |
$365K - $370K
|
156K
$9.12M
|