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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
26+ 0.65% |
$1.5K - $1.52K
|
4.05K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
20+ 0.53% |
$1.16K - $1.17K
|
3.76K
$219K
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
19+ 0.53% |
$1.1K - $1.11K
|
3.61K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19+ 0.52% |
$1.1K - $1.11K
|
3.68K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
19+ 0.45% |
$1.1K - $1.11K
|
4.24K
$248K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
18+ 1.03% |
$1.04K - $1.05K
|
1.77K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.15% |
$1.04K - $1.05K
|
12.2K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 1.44% |
$637 - $644
|
776
$45.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 0.37% |
$579 - $585
|
2.73K
$159K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.64% |
$521 - $527
|
1.43K
$83.2K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 14.55% |
$463 - $468
|
63
$3.68K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7+ 0.11% |
$405 - $410
|
6.26K
$365K
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
6New |
$347 - $351
|
6
$350
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.77% |
$347 - $351
|
787
$45.9K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$347 - $351
|
6.13K
$358K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
6+ 0.66% |
$347 - $351
|
918
$53.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 0.16% |
$289 - $293
|
3.1K
$181K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
5+ 0.01% |
$289 - $293
|
66.7K
$3.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.66% |
$289 - $293
|
763
$44.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.69% |
$232 - $234
|
586
$34.2K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$116 - $117
|
3.68K
$215K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-5- 0.02% |
$289 - $293
|
30.3K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 1.13% |
$521 - $527
|
788
$46K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-11- 0.1% |
$637 - $644
|
10.9K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-13- 0.24% |
$752 - $761
|
5.44K
$317K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.48% |
$984 - $995
|
3.5K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-20- 0.06% |
$1.16K - $1.17K
|
35.6K
$2.08M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-21- 0.12% |
$1.22K - $1.23K
|
17.6K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.13% |
$1.62K - $1.64K
|
21.7K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-33- 0.2% |
$1.91K - $1.93K
|
16.5K
$961K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-40- 0.76% |
$2.32K - $2.34K
|
5.2K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 25.14% |
$2.55K - $2.58K
|
131
$7.65K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-49- 0.07% |
$2.84K - $2.87K
|
74.8K
$4.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 2.25% |
$2.89K - $2.93K
|
2.17K
$127K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-54- 0.49% |
$3.13K - $3.16K
|
10.9K
$638K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-70- 0.55% |
$4.05K - $4.1K
|
12.8K
$745K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 2.87% |
$4.63K - $4.68K
|
2.71K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-99- 1.41% |
$5.73K - $5.8K
|
6.92K
$404K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-99- 2.44% |
$5.73K - $5.8K
|
3.96K
$231K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-100- 3.74% |
$5.79K - $5.85K
|
2.57K
$150K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-100- 20.0% |
$5.79K - $5.85K
|
400
$23.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-109- 22.11% |
$6.31K - $6.38K
|
384
$22.4K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-115- 2.6% |
$6.66K - $6.73K
|
4.32K
$252K
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-118- 1.66% |
$6.83K - $6.91K
|
7.01K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-122- 44.04% |
$7.06K - $7.14K
|
155
$9.05K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-137- 0.29% |
$7.93K - $8.02K
|
47.6K
$2.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-172- 1.32% |
$9.96K - $10.1K
|
12.8K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-180- 1.8% |
$10.4K - $10.5K
|
9.8K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 2.49% |
$12.2K - $12.3K
|
8.24K
$481K
|