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
|
Human Investing LLC
|
BUY
|
- |
6.2K+ 2.53% |
$360K - $365K
|
252K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.08K+ 10.28% |
$353K - $358K
|
65.2K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.71K+ 5.34% |
$331K - $336K
|
113K
$6.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.45K+ 55.24% |
$316K - $321K
|
15.3K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.31K+ 13.9% |
$308K - $313K
|
43.5K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 7.54% |
$302K - $307K
|
74.4K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.12KNew |
$297K - $301K
|
5.12K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
5.08K+ 4.7% |
$295K - $299K
|
113K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.95K+ 1.29% |
$287K - $292K
|
390K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.77K+ 7.29% |
$277K - $281K
|
70.2K
$4.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.58K+ 1.19% |
$266K - $270K
|
389K
$22.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.49K+ 8.58% |
$261K - $265K
|
56.8K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.41KNew |
$256K - $260K
|
4.41K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.28K+ 2.05% |
$248K - $252K
|
213K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.23K+ 7.28% |
$246K - $249K
|
62.4K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.21KNew |
$244K - $248K
|
4.21K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.2K+ 1.26% |
$244K - $247K
|
337K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.19KNew |
$243K - $247K
|
4.19K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.09K+ 9.33% |
$237K - $241K
|
47.9K
$2.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.88KNew |
$225K - $229K
|
3.88K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.76KNew |
$218K - $222K
|
3.76K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.7KNew |
$215K - $218K
|
3.7K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 83.28% |
$205K - $208K
|
7.77K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.46K+ 372.47% |
$201K - $204K
|
4.39K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.46K+ 22.11% |
$200K - $203K
|
19.1K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.34K+ 1.6% |
$194K - $197K
|
212K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.27K+ 72.41% |
$190K - $192K
|
7.78K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 1.57% |
$186K - $189K
|
207K
$12.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.14K+ 1.85% |
$182K - $185K
|
172K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.11KNew |
$181K - $183K
|
3.11K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.07K+ 6.27% |
$178K - $181K
|
52K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.05K+ 33.38% |
$177K - $179K
|
12.2K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.81K+ 56.98% |
$163K - $165K
|
7.73K
$451K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$157K - $159K
|
2.7K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.65K+ 29.56% |
$154K - $156K
|
11.6K
$677K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.65K+ 2.95% |
$154K - $156K
|
92.5K
$5.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.59K+ 1.38% |
$150K - $152K
|
190K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.57K+ 8.56% |
$149K - $151K
|
32.5K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52K+ 43.65% |
$146K - $148K
|
8.28K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.44K+ 59.71% |
$141K - $143K
|
6.52K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.39K+ 45.9% |
$139K - $141K
|
7.59K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.14K+ 35.24% |
$124K - $126K
|
8.19K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.97K+ 2.92% |
$115K - $116K
|
69.5K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.94K+ 15.25% |
$113K - $114K
|
14.7K
$855K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.8KNew |
$105K - $106K
|
1.8K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.72KNew |
$99.8K - $101K
|
1.72K
$100K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.69K+ 14.71% |
$98.2K - $99.6K
|
13.2K
$769K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 10.94% |
$98.1K - $99.5K
|
17.1K
$999K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.62K+ 1.34% |
$93.8K - $95.2K
|
122K
$7.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.57K+ 11.9% |
$90.9K - $92.3K
|
14.7K
$859K
|