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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.48K+ 15.89% |
$86K - $87.3K
|
10.8K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.45K+ 10.22% |
$83.8K - $85.1K
|
15.6K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.4K+ 10.97% |
$81.4K - $82.6K
|
14.2K
$826K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 2.41% |
$76.6K - $77.7K
|
56.1K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.31K+ 9.06% |
$75.9K - $77K
|
15.7K
$916K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.2K+ 5.72% |
$69.5K - $70.5K
|
22.1K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
973+ 0.6% |
$56.5K - $57.3K
|
163K
$9.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
959+ 8.01% |
$55.6K - $56.5K
|
12.9K
$752K
|
|
|
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
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
860+ 8.77% |
$49.9K - $50.6K
|
10.7K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
846New |
$49.1K - $49.8K
|
846
$49.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
812+ 18.33% |
$47.1K - $47.8K
|
5.24K
$305K
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
800+ 3.94% |
$46.4K - $47.1K
|
21.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
770+ 17.94% |
$44.7K - $45.3K
|
5.06K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
770+ 4.5% |
$44.7K - $45.3K
|
17.9K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
755+ 13.9% |
$43.8K - $44.5K
|
6.19K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
725+ 10.63% |
$42.1K - $42.7K
|
7.55K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
723+ 9.97% |
$41.9K - $42.6K
|
7.98K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
711+ 0.7% |
$41.3K - $41.9K
|
102K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
693+ 4.75% |
$40.2K - $40.8K
|
15.3K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
690+ 10.07% |
$40K - $40.6K
|
7.54K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
621+ 1.67% |
$36K - $36.6K
|
37.7K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
618+ 5.71% |
$35.9K - $36.4K
|
11.4K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
602+ 48.51% |
$34.9K - $35.4K
|
1.84K
$107K
|
|
|
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
$33.2K
|
|
|
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
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
548+ 6.77% |
$31.8K - $32.3K
|
8.64K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
520+ 2.41% |
$30.2K - $30.6K
|
22.1K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 3.97% |
$29.6K - $30.1K
|
13.4K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
509+ 31.02% |
$29.5K - $30K
|
2.15K
$125K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
499+ 1.69% |
$29K - $29.4K
|
30K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
488+ 6.59% |
$28.3K - $28.7K
|
7.89K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
484+ 0.26% |
$28.1K - $28.5K
|
185K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
451New |
$26.2K - $26.6K
|
451
$26.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
438New |
$25.4K - $25.8K
|
438
$25.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
427+ 0.9% |
$24.8K - $25.1K
|
48K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
413New |
$24K - $24.3K
|
413
$24K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 1.22% |
$20.3K - $20.6K
|
28.9K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
350+ 2.9% |
$20.3K - $20.6K
|
12.4K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
348New |
$20.2K - $20.5K
|
348
$20.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
342+ 5.49% |
$19.8K - $20.1K
|
6.58K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
335+ 0.22% |
$19.4K - $19.7K
|
151K
$8.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
321+ 1.41% |
$18.6K - $18.9K
|
23.1K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
282+ 4.33% |
$16.4K - $16.6K
|
6.79K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
280New |
$16.2K - $16.5K
|
280
$16.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
272+ 2.41% |
$15.8K - $16K
|
11.6K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
265+ 2.95% |
$15.4K - $15.6K
|
9.26K
$539K
|