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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.2K+ 8.58% |
$1.11M - $1.12M
|
244K
$14.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19.2K+ 484.84% |
$1.1M - $1.11M
|
23.1K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.8K+ 19.71% |
$1.08M - $1.09M
|
114K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
18.7KNew |
$1.08M - $1.08M
|
18.7K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
18.4K+ 10.34% |
$1.06M - $1.07M
|
197K
$11.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.3KNew |
$1.06M - $1.06M
|
18.3K
$1.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
18.1K+ 2.32% |
$1.04M - $1.05M
|
798K
$46.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.9K+ 10.31% |
$1.03M - $1.04M
|
192K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17.7K+ 8.94% |
$1.02M - $1.03M
|
216K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
17.1KNew |
$986K - $994K
|
17.1K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17K+ 16.43% |
$978K - $986K
|
120K
$7.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.5K+ 12.41% |
$947K - $954K
|
149K
$8.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.4K+ 3.15% |
$946K - $953K
|
539K
$31.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
16.2K+ 21.91% |
$930K - $937K
|
89.9K
$5.25M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
16K+ 15.28% |
$921K - $929K
|
121K
$7.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
15.9K+ 11.99% |
$916K - $923K
|
149K
$8.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
15.6KNew |
$898K - $905K
|
15.6K
$911K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.6K+ 4.59% |
$898K - $905K
|
355K
$20.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.4KNew |
$888K - $895K
|
15.4K
$901K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
15.3KNew |
$880K - $887K
|
15.3K
$893K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.2K+ 66.49% |
$876K - $883K
|
38.1K
$2.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
14.9K+ 6.77% |
$857K - $864K
|
235K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 40.45% |
$853K - $860K
|
51.5K
$3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14.7K+ 7.39% |
$847K - $854K
|
214K
$12.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14.7K+ 353.15% |
$845K - $852K
|
18.9K
$1.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
14.6K+ 2.73% |
$841K - $848K
|
550K
$32.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
14.5K+ 1.38% |
$835K - $841K
|
1.07M
$62.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
14.4KNew |
$828K - $835K
|
14.4K
$840K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
14.4K+ 14.16% |
$826K - $833K
|
116K
$6.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
14.3K+ 21.49% |
$825K - $832K
|
81K
$4.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
14.3K+ 61.34% |
$822K - $828K
|
37.6K
$2.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
14.2K+ 4.37% |
$819K - $826K
|
340K
$19.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14.2K+ 14.93% |
$817K - $823K
|
109K
$6.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
14.1K+ 17.82% |
$809K - $815K
|
92.9K
$5.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$797K - $803K
|
13.8K
$808K
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
13.6KNew |
$783K - $789K
|
13.6K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.6K+ 13.51% |
$782K - $788K
|
114K
$6.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 6.98% |
$779K - $785K
|
208K
$12.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.1K+ 250.1% |
$756K - $762K
|
18.4K
$1.07M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 104.99% |
$754K - $760K
|
25.6K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 10.6% |
$749K - $755K
|
136K
$7.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13KNew |
$749K - $755K
|
13K
$760K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
13K+ 11.18% |
$748K - $754K
|
129K
$7.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
12.8K+ 1.98% |
$738K - $743K
|
660K
$38.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
12.7K+ 3.7% |
$729K - $735K
|
355K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.4KNew |
$712K - $718K
|
12.4K
$722K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
12KNew |
$693K - $699K
|
12K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.9K+ 4034.46% |
$687K - $693K
|
12.2K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.9KNew |
$686K - $691K
|
11.9K
$696K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
11.9K+ 52.73% |
$683K - $689K
|
34.4K
$2.01M
|