Purchases and Sales Made in Q2 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
68.1K+ 28.86% |
$3.92M - $3.95M
|
304K
$17.8M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
67.7K+ 7.03% |
$3.89M - $3.92M
|
1.03M
$60.2M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
66K+ 319.07% |
$3.8M - $3.83M
|
86.7K
$5.06M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
63.6KNew |
$3.66M - $3.69M
|
63.6K
$3.71M
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
60.9K+ 17.95% |
$3.51M - $3.53M
|
400K
$23.4M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
60.8KNew |
$3.5M - $3.53M
|
60.8K
$3.55M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
53.1K+ 71.83% |
$3.06M - $3.08M
|
127K
$7.42M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
51.7KNew |
$2.97M - $3M
|
51.7K
$3.02M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51.6K+ 182.16% |
$2.97M - $2.99M
|
79.9K
$4.67M
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
49.6K+ 25.19% |
$2.86M - $2.88M
|
247K
$14.4M
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
48.8KNew |
$2.81M - $2.83M
|
48.8K
$2.85M
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
48.7K+ 45.68% |
$2.8M - $2.82M
|
155K
$9.07M
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
47K+ 10.61% |
$2.7M - $2.72M
|
490K
$28.6M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
44.3K+ 50.29% |
$2.55M - $2.57M
|
132K
$7.73M
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
42.2K+ 48.23% |
$2.43M - $2.44M
|
130K
$7.56M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41K+ 111.05% |
$2.36M - $2.38M
|
78K
$4.55M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40.7K+ 3.25% |
$2.34M - $2.36M
|
1.29M
$75.5M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40.6K+ 69.81% |
$2.34M - $2.35M
|
98.7K
$5.76M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
39.6K+ 6.95% |
$2.28M - $2.3M
|
610K
$35.6M
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
38.2K+ 10.56% |
$2.2M - $2.22M
|
400K
$23.3M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
38.1K+ 120.66% |
$2.19M - $2.21M
|
69.7K
$4.07M
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
34.2KNew |
$1.97M - $1.98M
|
34.2K
$1.99M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
33.7K+ 1.92% |
$1.94M - $1.96M
|
1.79M
$105M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31.9K+ 49.34% |
$1.84M - $1.85M
|
96.6K
$5.64M
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
31.9K+ 5.91% |
$1.84M - $1.85M
|
571K
$33.3M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.6K+ 67.81% |
$1.82M - $1.83M
|
78.1K
$4.56M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.9K+ 55.48% |
$1.78M - $1.79M
|
86.6K
$5.05M
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
29.6K+ 0.44% |
$1.71M - $1.72M
|
6.84M
$399M
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
29K+ 2.45% |
$1.67M - $1.68M
|
1.21M
$70.9M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
28.7KNew |
$1.65M - $1.66M
|
28.7K
$1.67M
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
28K+ 3.41% |
$1.61M - $1.63M
|
849K
$49.6M
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
28K+ 3.41% |
$1.61M - $1.63M
|
849K
$49.6M
|
|
Aug 05, 2024
Q2 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
27.8KNew |
$1.6M - $1.61M
|
27.8K
$1.62M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
27.7KNew |
$1.6M - $1.61M
|
27.7K
$1.62M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
27.7KNew |
$1.59M - $1.61M
|
27.7K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
27.6KNew |
$1.59M - $1.6M
|
27.6K
$1.61M
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
26.9K+ 6.14% |
$1.55M - $1.56M
|
464K
$27.1M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
26.6K+ 3.13% |
$1.53M - $1.54M
|
877K
$51.2M
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
26.4K+ 4.14% |
$1.52M - $1.53M
|
666K
$38.8M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 804.48% |
$1.41M - $1.42M
|
27.5K
$1.6M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.1K+ 8.56% |
$1.39M - $1.4M
|
306K
$17.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23K+ 8.54% |
$1.33M - $1.34M
|
293K
$17.1M
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
22.5K+ 2.64% |
$1.3M - $1.31M
|
875K
$51.1M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.3K+ 52.84% |
$1.29M - $1.3M
|
64.6K
$3.77M
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
22.3K+ 4.35% |
$1.28M - $1.29M
|
535K
$31.2M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
22.2KNew |
$1.28M - $1.29M
|
22.2K
$1.3M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22KNew |
$1.27M - $1.28M
|
22K
$1.29M
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
21K+ 19.96% |
$1.21M - $1.22M
|
126K
$7.36M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20.8KNew |
$1.2M - $1.21M
|
20.8K
$1.21M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.3K+ 13.6% |
$1.11M - $1.12M
|
161K
$9.39M
|