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 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.45K+ 10.22% |
$83.8K - $85.1K
|
15.6K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.4K+ 10.97% |
$81.4K - $82.6K
|
14.2K
$829K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 2.41% |
$76.6K - $77.7K
|
56.1K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.31K+ 9.06% |
$75.9K - $77K
|
15.7K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
973+ 0.6% |
$56.5K - $57.3K
|
163K
$9.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
959+ 8.01% |
$55.6K - $56.5K
|
12.9K
$755K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
886+ 4.04% |
$51.4K - $52.2K
|
22.8K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
876+ 6.64% |
$50.8K - $51.6K
|
14.1K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
860+ 8.77% |
$49.9K - $50.6K
|
10.7K
$623K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
846New |
$49.1K - $49.8K
|
846
$49.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
812+ 18.33% |
$47.1K - $47.8K
|
5.24K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
770+ 4.5% |
$44.7K - $45.3K
|
17.9K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
770+ 17.94% |
$44.7K - $45.3K
|
5.06K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
755+ 13.9% |
$43.8K - $44.5K
|
6.19K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
723+ 9.97% |
$41.9K - $42.6K
|
7.98K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
693+ 4.75% |
$40.2K - $40.8K
|
15.3K
$893K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
690+ 10.07% |
$40K - $40.6K
|
7.54K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
621+ 1.67% |
$36K - $36.6K
|
37.7K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
599+ 26.62% |
$34.8K - $35.3K
|
2.85K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
571New |
$33.1K - $33.6K
|
571
$33.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
570+ 2.49% |
$33.1K - $33.6K
|
23.5K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
563+ 16.52% |
$32.7K - $33.1K
|
3.97K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
548+ 6.77% |
$31.8K - $32.3K
|
8.64K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
520+ 2.41% |
$30.2K - $30.6K
|
22.1K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509+ 31.02% |
$29.5K - $30K
|
2.15K
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
499+ 1.69% |
$29K - $29.4K
|
30K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
488+ 6.59% |
$28.3K - $28.7K
|
7.89K
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
484+ 0.26% |
$28.1K - $28.5K
|
185K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
438New |
$25.4K - $25.8K
|
438
$25.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
427+ 0.9% |
$24.8K - $25.1K
|
48K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 1.22% |
$20.3K - $20.6K
|
28.9K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
348New |
$20.2K - $20.5K
|
348
$20.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
342+ 5.49% |
$19.8K - $20.1K
|
6.58K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
335+ 0.22% |
$19.4K - $19.7K
|
151K
$8.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
321+ 1.41% |
$18.6K - $18.9K
|
23.1K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
282+ 4.33% |
$16.4K - $16.6K
|
6.79K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
280New |
$16.2K - $16.5K
|
280
$16.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
272+ 2.41% |
$15.8K - $16K
|
11.6K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
265+ 2.95% |
$15.4K - $15.6K
|
9.26K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
261+ 7.24% |
$15.1K - $15.4K
|
3.87K
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
235+ 6.08% |
$13.6K - $13.8K
|
4.1K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
228+ 1.22% |
$13.2K - $13.4K
|
18.9K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
224New |
$13K - $13.2K
|
224
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
223+ 1.39% |
$12.9K - $13.1K
|
16.3K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
219+ 5.41% |
$12.7K - $12.9K
|
4.27K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
208+ 1.05% |
$12.1K - $12.2K
|
20.1K
$1.17M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
200+ 1.62% |
$11.6K - $11.8K
|
12.5K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
180+ 4.42% |
$10.4K - $10.6K
|
4.25K
$248K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 4.96% |
$7.66K - $7.77K
|
2.79K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 0.95% |
$7.37K - $7.48K
|
13.5K
$791K
|