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 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.31K+ 8.66% |
$190K - $192K
|
41.5K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 7.76% |
$177K - $178K
|
42.7K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.01KNew |
$173K - $174K
|
3.01K
$176K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 1.94% |
$172K - $174K
|
157K
$9.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.96K+ 7.7% |
$170K - $172K
|
41.5K
$2.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.95K+ 0.4% |
$170K - $171K
|
737K
$43M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
2.92K+ 2.98% |
$168K - $169K
|
101K
$5.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.78K+ 5.56% |
$160K - $161K
|
52.8K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.7K+ 7.68% |
$155K - $156K
|
37.8K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.5KNew |
$144K - $145K
|
2.5K
$146K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
2.48K+ 39.85% |
$143K - $144K
|
8.7K
$508K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.41K+ 64.73% |
$139K - $140K
|
6.13K
$358K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.38K+ 0.91% |
$137K - $138K
|
263K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.33K+ 52.66% |
$134K - $135K
|
6.75K
$394K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.3K+ 6.84% |
$132K - $134K
|
35.9K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.25K+ 60.92% |
$129K - $130K
|
5.94K
$347K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.2K+ 9.14% |
$126K - $127K
|
26.3K
$1.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
2.16K+ 0.77% |
$124K - $125K
|
282K
$16.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.16K+ 195.3% |
$124K - $125K
|
3.27K
$191K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2.14K+ 3.83% |
$123K - $124K
|
57.9K
$3.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.13K+ 17.32% |
$123K - $124K
|
14.4K
$842K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.09K+ 2.68% |
$121K - $121K
|
80.3K
$4.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.08K+ 13.63% |
$120K - $121K
|
17.3K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.07K+ 8.07% |
$119K - $120K
|
27.8K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
2.04K+ 6.9% |
$118K - $118K
|
31.6K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.01KNew |
$116K - $117K
|
2.01K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.96K+ 5.25% |
$113K - $114K
|
39.2K
$2.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.95K+ 1.77% |
$112K - $113K
|
112K
$6.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.94KNew |
$112K - $112K
|
1.94K
$113K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.9K+ 58.7% |
$109K - $110K
|
5.14K
$300K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.88K+ 5.8% |
$108K - $109K
|
34.4K
$2.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87K+ 24.88% |
$108K - $108K
|
9.39K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.77K+ 48.07% |
$102K - $103K
|
5.45K
$318K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.73K+ 7.76% |
$99.5K - $100K
|
24K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 17.52% |
$97.6K - $98.4K
|
11.4K
$664K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.69K+ 23.4% |
$97.5K - $98.3K
|
8.93K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.69K+ 33.49% |
$97K - $97.7K
|
6.72K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.67K+ 2.7% |
$95.8K - $96.6K
|
63.2K
$3.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.65K+ 32.14% |
$95.2K - $95.9K
|
6.8K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.65KNew |
$95.1K - $95.9K
|
1.65K
$96.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 7.14% |
$94.2K - $94.9K
|
24.6K
$1.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.58K+ 7.56% |
$90.6K - $91.4K
|
22.4K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.55K+ 32.3% |
$89.3K - $90K
|
6.35K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.52K+ 2.1% |
$87.5K - $88.2K
|
74.1K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.47K+ 38.76% |
$84.6K - $85.3K
|
5.26K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 16.04% |
$82.1K - $82.7K
|
10.3K
$602K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.41K+ 47.73% |
$81.1K - $81.8K
|
4.36K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.41K+ 3.03% |
$80.9K - $81.5K
|
47.7K
$2.78M
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.38K+ 6.96% |
$79.3K - $79.9K
|
21.2K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.33K+ 107.26% |
$76.5K - $77.1K
|
2.57K
$150K
|