Purchases and Sales Made in Q1 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-801- 93.14% |
$46.4K - $46.9K
|
59
$3.44K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-806- 12.79% |
$46.7K - $47.2K
|
5.5K
$321K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-807- 27.11% |
$46.7K - $47.2K
|
2.17K
$127K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-810- 0.16% |
$46.9K - $47.4K
|
513K
$29.9M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-829- 18.68% |
$48K - $48.5K
|
3.61K
$211K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-855- 16.16% |
$49.5K - $50.1K
|
4.44K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-873- 5.57% |
$50.5K - $51.1K
|
14.8K
$865K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-906- 39.51% |
$52.4K - $53K
|
1.39K
$81K
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-935- 13.32% |
$54.1K - $54.7K
|
6.09K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-937- 1.83% |
$54.2K - $54.9K
|
50.3K
$2.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-939- 6.57% |
$54.3K - $55K
|
13.4K
$779K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-944- 12.99% |
$54.6K - $55.3K
|
6.32K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-960- 9.81% |
$55.6K - $56.2K
|
8.83K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-960- 15.5% |
$55.6K - $56.2K
|
5.23K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1K- 4.15% |
$57.9K - $58.5K
|
23.1K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.03K- 5.04% |
$59.4K - $60.1K
|
19.3K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-1.04K- 11.16% |
$60.2K - $60.9K
|
8.28K
$483K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.12K- 2.04% |
$64.6K - $65.3K
|
53.5K
$3.12M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.18K- 22.19% |
$68K - $68.8K
|
4.12K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.18K- 14.02% |
$68.2K - $69K
|
7.22K
$422K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.2K- 6.62% |
$69.2K - $70K
|
16.9K
$985K
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.22K- 23.37% |
$70.7K - $71.5K
|
4.01K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.32K- 1.79% |
$76.6K - $77.4K
|
72.6K
$4.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.37K- 5.39% |
$79.3K - $80.2K
|
24.1K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 9.48% |
$80K - $80.9K
|
13.2K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.4K- 44.54% |
$81.1K - $82.1K
|
1.75K
$102K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.41K- 8.93% |
$81.6K - $82.5K
|
14.4K
$839K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.43K- 12.18% |
$83K - $83.9K
|
10.3K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.43K- 1.85% |
$83K - $83.9K
|
76.3K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.44K- 5.41% |
$83.2K - $84.2K
|
25.1K
$1.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.48K- 6.72% |
$85.6K - $86.6K
|
20.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.64K- 10.62% |
$95K - $96.1K
|
13.8K
$807K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.66K- 5.4% |
$95.8K - $96.9K
|
29K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.73K- 41.24% |
$100K - $101K
|
2.47K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.81K- 4.36% |
$105K - $106K
|
39.7K
$2.32M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.81K- 8.28% |
$105K - $106K
|
20.1K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.85K- 0.72% |
$107K - $108K
|
254K
$14.8M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.87K- 30.21% |
$108K - $109K
|
4.32K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.9K- 10.2% |
$110K - $111K
|
16.8K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 17.74% |
$111K - $112K
|
8.89K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.94K- 5.34% |
$112K - $114K
|
34.4K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.98K- 0.51% |
$114K - $116K
|
382K
$22.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 2.6% |
$119K - $121K
|
77.4K
$4.52M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.09K- 3.76% |
$121K - $122K
|
53.5K
$3.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-2.12K- 37.3% |
$123K - $124K
|
3.56K
$208K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.16K- 35.46% |
$125K - $126K
|
3.92K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.18K- 8.63% |
$126K - $127K
|
23K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.34K- 66.54% |
$136K - $137K
|
1.18K
$68.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.36K- 26.98% |
$137K - $138K
|
6.39K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-2.44K- 28.21% |
$141K - $143K
|
6.22K
$363K
|