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 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.1K+ 7.2% |
$63.5K - $64.2K
|
16.3K
$953K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.07K+ 17.34% |
$61.9K - $62.6K
|
7.24K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.07K+ 7.98% |
$61.9K - $62.6K
|
14.5K
$845K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.05K+ 13.7% |
$60.9K - $61.6K
|
8.73K
$510K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.03K+ 0.89% |
$59.7K - $60.4K
|
117K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.01K+ 1.74% |
$58.2K - $58.8K
|
58.7K
$3.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1K+ 5.69% |
$58.1K - $58.8K
|
18.7K
$1.09M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
969+ 3.64% |
$56.1K - $56.7K
|
27.6K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
954+ 1.22% |
$55.2K - $55.8K
|
78.8K
$4.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
943+ 1.57% |
$54.6K - $55.2K
|
60.8K
$3.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
932+ 12.77% |
$53.9K - $54.6K
|
8.23K
$480K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
911+ 859.43% |
$52.7K - $53.3K
|
1.02K
$59.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
893+ 5.75% |
$51.7K - $52.3K
|
16.4K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
886+ 7.21% |
$51.3K - $51.9K
|
13.2K
$769K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
863New |
$50K - $50.5K
|
863
$50.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
854+ 136.64% |
$49.4K - $50K
|
1.48K
$86.3K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
853+ 1445.76% |
$49.4K - $49.9K
|
912
$53.2K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
828+ 35.97% |
$47.9K - $48.5K
|
3.13K
$183K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
803+ 21.36% |
$46.5K - $47K
|
4.56K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
798+ 2.36% |
$46.2K - $46.7K
|
34.5K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
771+ 5.99% |
$44.6K - $45.1K
|
13.6K
$796K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
750+ 4.16% |
$43.4K - $43.9K
|
18.8K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
750+ 19.93% |
$43.4K - $43.9K
|
4.51K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
730+ 2.79% |
$42.3K - $42.7K
|
26.9K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
715+ 11.53% |
$41.4K - $41.9K
|
6.92K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
700+ 125.0% |
$40.5K - $41K
|
1.26K
$73.5K
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
696+ 1.41% |
$40.3K - $40.7K
|
50K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
692+ 0.6% |
$40.1K - $40.5K
|
116K
$6.79M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
692+ 5.77% |
$40.1K - $40.5K
|
12.7K
$741K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
691+ 1.84% |
$40K - $40.5K
|
38.3K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
661+ 14.95% |
$38.3K - $38.7K
|
5.08K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
636New |
$36.8K - $37.2K
|
636
$37.1K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
618+ 19.75% |
$35.8K - $36.2K
|
3.75K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
586+ 1.75% |
$33.9K - $34.3K
|
34K
$1.99M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
553+ 0.52% |
$32K - $32.4K
|
107K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$31.8K - $32.2K
|
550
$32.1K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
548+ 8.99% |
$31.7K - $32.1K
|
6.65K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
507+ 7.35% |
$29.3K - $29.7K
|
7.4K
$432K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
504+ 4.21% |
$29.2K - $29.5K
|
12.5K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
489+ 5.76% |
$28.3K - $28.6K
|
8.97K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
484+ 12.29% |
$28K - $28.3K
|
4.42K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
461+ 4.46% |
$26.7K - $27K
|
10.8K
$630K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
461New |
$26.7K - $27K
|
461
$26.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
459+ 22.53% |
$26.6K - $26.9K
|
2.5K
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
449+ 6.47% |
$26K - $26.3K
|
7.39K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
422+ 7.81% |
$24.4K - $24.7K
|
5.82K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
375+ 2.4% |
$21.7K - $22K
|
16K
$932K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
370New |
$21.4K - $21.7K
|
370
$21.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
360+ 8.85% |
$20.8K - $21.1K
|
4.43K
$259K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
352+ 1.72% |
$20.4K - $20.6K
|
20.8K
$1.22M
|