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 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.8KNew |
$624K - $629K
|
10.8K
$633K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.8K+ 4.74% |
$622K - $626K
|
239K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.3KNew |
$595K - $599K
|
10.3K
$603K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.1KNew |
$584K - $588K
|
10.1K
$592K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.7KNew |
$558K - $563K
|
9.7K
$566K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.64K+ 2.64% |
$555K - $559K
|
375K
$21.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9.64K+ 7.94% |
$555K - $559K
|
131K
$7.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.36K+ 18.11% |
$538K - $543K
|
61K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.27K+ 4.42% |
$534K - $538K
|
219K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
9.15K+ 8.81% |
$526K - $531K
|
113K
$6.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
8.97K+ 4.14% |
$516K - $520K
|
225K
$13.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.97K+ 15.0% |
$516K - $520K
|
68.7K
$4.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8.88K+ 9.5% |
$511K - $515K
|
102K
$5.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.6KNew |
$495K - $499K
|
8.6K
$502K
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
8.37K+ 4.08% |
$482K - $486K
|
214K
$12.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
8.36K+ 2.92% |
$481K - $485K
|
295K
$17.2M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
8.28KNew |
$477K - $480K
|
8.28K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.25K+ 68.17% |
$475K - $478K
|
20.4K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.23K+ 105.44% |
$473K - $477K
|
16K
$935K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
7.99K+ 200.91% |
$460K - $463K
|
12K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.89KNew |
$454K - $458K
|
7.89K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.84K+ 9.37% |
$451K - $455K
|
91.6K
$5.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
7.71K+ 7.72% |
$444K - $447K
|
108K
$6.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
7.59K+ 44.99% |
$437K - $440K
|
24.5K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7.59KNew |
$437K - $440K
|
7.59K
$443K
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.56K+ 4.4% |
$435K - $438K
|
179K
$10.5M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.53K+ 16.29% |
$434K - $437K
|
53.8K
$3.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.35K+ 10.19% |
$423K - $426K
|
79.5K
$4.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
7.34K+ 1.8% |
$422K - $425K
|
415K
$24.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
7.17K+ 2.88% |
$413K - $416K
|
256K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.15KNew |
$411K - $415K
|
7.15K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.13K+ 0.4% |
$410K - $414K
|
1.81M
$106M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.06K+ 17.58% |
$406K - $410K
|
47.2K
$2.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7.05K+ 14.82% |
$406K - $409K
|
54.6K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.91K+ 13.15% |
$397K - $401K
|
59.4K
$3.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.85KNew |
$394K - $397K
|
6.85K
$400K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.81K+ 13.3% |
$392K - $395K
|
58K
$3.38M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.78KNew |
$390K - $393K
|
6.78K
$396K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
6.75K+ 2.29% |
$388K - $391K
|
301K
$17.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
6.7K+ 3.75% |
$385K - $388K
|
185K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.65K+ 856.83% |
$383K - $386K
|
7.43K
$433K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.56K+ 75.15% |
$378K - $381K
|
15.3K
$893K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
6.44K+ 69.52% |
$371K - $374K
|
15.7K
$917K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6.43K+ 2.2% |
$370K - $373K
|
299K
$17.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.43K+ 1.52% |
$370K - $373K
|
428K
$25M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.4K+ 12.21% |
$368K - $371K
|
58.8K
$3.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.38K+ 2.53% |
$367K - $370K
|
258K
$15.1M
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
6.34KNew |
$365K - $367K
|
6.34K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.2K+ 7.19% |
$357K - $359K
|
92.4K
$5.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.19KNew |
$356K - $359K
|
6.19K
$361K
|