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 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-320- 0.24% |
$18.6K - $18.8K
|
136K
$7.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347- 10.91% |
$20.1K - $20.4K
|
2.83K
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-349- 0.8% |
$20.2K - $20.5K
|
43K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-407- 2.79% |
$23.6K - $24K
|
14.2K
$826K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-410- 21.54% |
$23.8K - $24.1K
|
1.49K
$87K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-463- 2.98% |
$26.9K - $27.3K
|
15K
$877K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-471- 6.92% |
$27.3K - $27.7K
|
6.34K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-489- 23.35% |
$28.4K - $28.8K
|
1.61K
$93.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-507- 9.58% |
$29.4K - $29.9K
|
4.78K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-525- 6.51% |
$30.5K - $30.9K
|
7.53K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-539- 8.6% |
$31.3K - $31.7K
|
5.73K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-594- 8.43% |
$34.5K - $35K
|
6.45K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-613- 7.44% |
$35.6K - $36.1K
|
7.63K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-650- 1.65% |
$37.7K - $38.3K
|
38.7K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-673- 24.05% |
$39K - $39.6K
|
2.13K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-677- 4.55% |
$39.3K - $39.9K
|
14.2K
$827K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-694- 0.78% |
$40.3K - $40.9K
|
88.5K
$5.16M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-718- 7.74% |
$41.7K - $42.3K
|
8.56K
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-828- 1.75% |
$48K - $48.8K
|
46.6K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.01K- 2.06% |
$58.7K - $59.6K
|
48.1K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.02K- 7.22% |
$58.9K - $59.8K
|
13K
$760K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.06K- 8.24% |
$61.5K - $62.4K
|
11.8K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.08K- 6.97% |
$62.8K - $63.8K
|
14.4K
$842K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.15K- 2.23% |
$66.4K - $67.4K
|
50.2K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.15K- 2.6% |
$66.7K - $67.7K
|
43.1K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 10.62% |
$81.9K - $83.1K
|
11.9K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.5K- 39.66% |
$87.3K - $88.6K
|
2.29K
$133K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.6K- 17.01% |
$92.8K - $94.2K
|
7.8K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 0.39% |
$96.4K - $97.9K
|
425K
$24.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.73K- 7.46% |
$101K - $102K
|
21.5K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.75K- 21.06% |
$102K - $103K
|
6.56K
$382K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 3.83% |
$106K - $108K
|
46K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.9K- 11.35% |
$110K - $112K
|
14.8K
$863K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.06K- 5.92% |
$119K - $121K
|
32.7K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.1K- 8.82% |
$122K - $123K
|
21.7K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$122K - $124K
|
29.3K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.21K- 27.71% |
$128K - $130K
|
5.78K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.25K- 7.15% |
$130K - $132K
|
29.2K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.38K- 12.64% |
$138K - $140K
|
16.4K
$957K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 7.2% |
$139K - $141K
|
30.9K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.65K- 9.37% |
$154K - $156K
|
25.7K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.77K- 7.79% |
$161K - $163K
|
32.8K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.78K- 32.32% |
$161K - $163K
|
5.81K
$339K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-2.86K- 1.17% |
$166K - $168K
|
242K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.87K- 16.91% |
$167K - $169K
|
14.1K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 16.64% |
$173K - $176K
|
15K
$871K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.44K- 7.84% |
$199K - $202K
|
40.4K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.53K- 10.04% |
$205K - $208K
|
31.6K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.55K- 16.18% |
$206K - $209K
|
18.4K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.7K- 26.86% |
$214K - $218K
|
10.1K
$586K
|