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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.03K+ 3.51% |
$347K - $350K
|
178K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.02KNew |
$347K - $349K
|
6.02K
$352K
|
|
|
Aug 05, 2024
Q2 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
5.98K+ 7.16% |
$344K - $347K
|
89.5K
$5.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5.95KNew |
$342K - $345K
|
5.95K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
5.76KNew |
$332K - $334K
|
5.76K
$336K
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.71K+ 38.04% |
$328K - $331K
|
20.7K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.7KNew |
$328K - $330K
|
5.7K
$332K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.62KNew |
$323K - $326K
|
5.62K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.5KNew |
$317K - $319K
|
5.5K
$321K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.47K+ 16.14% |
$315K - $317K
|
39.4K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.46K+ 4.76% |
$314K - $317K
|
120K
$7.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.4K+ 13.38% |
$311K - $313K
|
45.7K
$2.67M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.34KNew |
$307K - $310K
|
5.34K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.16K+ 34.82% |
$297K - $299K
|
20K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.14KNew |
$296K - $298K
|
5.14K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.01KNew |
$288K - $291K
|
5.01K
$293K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
4.87K+ 0.65% |
$280K - $282K
|
758K
$44.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.87K+ 9.38% |
$280K - $282K
|
56.8K
$3.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.86K+ 77.31% |
$280K - $282K
|
11.1K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.65KNew |
$268K - $270K
|
4.65K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.48K+ 7.87% |
$258K - $260K
|
61.4K
$3.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.47K+ 26.42% |
$257K - $259K
|
21.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.45K+ 20.19% |
$256K - $258K
|
26.5K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.39K+ 2.85% |
$253K - $255K
|
159K
$9.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.34K+ 35.88% |
$250K - $252K
|
16.4K
$959K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.25K+ 7.45% |
$245K - $247K
|
61.4K
$3.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.24KNew |
$244K - $246K
|
4.24K
$247K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
4.15K+ 3.24% |
$239K - $240K
|
132K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.08K+ 0.98% |
$235K - $237K
|
419K
$24.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.07K+ 5.26% |
$234K - $236K
|
81.5K
$4.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.03KNew |
$232K - $233K
|
4.03K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.01KNew |
$231K - $232K
|
4.01K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
3.97K+ 2.12% |
$229K - $230K
|
192K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.97K+ 19.33% |
$228K - $230K
|
24.5K
$1.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
3.82K+ 3.6% |
$220K - $222K
|
110K
$6.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.79K+ 2.81% |
$218K - $220K
|
139K
$8.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.78K+ 2.13% |
$217K - $219K
|
181K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.76K+ 5.73% |
$217K - $218K
|
69.4K
$4.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 5.92% |
$216K - $218K
|
67.2K
$3.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.75K+ 5.24% |
$216K - $218K
|
75.4K
$4.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
3.69K+ 12.19% |
$212K - $214K
|
33.9K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.67K+ 20.9% |
$211K - $213K
|
21.2K
$1.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
3.64K+ 3.71% |
$210K - $211K
|
102K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$207K - $209K
|
3.6K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.55K+ 0.79% |
$204K - $206K
|
453K
$26.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.54KNew |
$204K - $205K
|
3.54K
$207K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.52K+ 4.48% |
$202K - $204K
|
82K
$4.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.52K+ 15.26% |
$202K - $204K
|
26.6K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 39.21% |
$197K - $199K
|
12.2K
$710K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.41K+ 61.42% |
$196K - $198K
|
8.97K
$524K
|