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
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.32K+ 9.49% |
$75.7K - $76.3K
|
15.2K
$886K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.31K+ 7.03% |
$75.5K - $76.1K
|
20K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.24KNew |
$71.3K - $71.9K
|
1.24K
$72.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.22K+ 1.95% |
$70.4K - $71K
|
64K
$3.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.2K+ 9.39% |
$69.3K - $69.8K
|
14K
$818K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.18KNew |
$68.1K - $68.7K
|
1.18K
$69.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.18K+ 3.88% |
$67.9K - $68.4K
|
31.6K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1.14K+ 82.34% |
$65.7K - $66.2K
|
2.53K
$148K
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.32% |
$64.4K - $64.9K
|
49.3K
$2.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
1.1K+ 0.38% |
$63.3K - $63.8K
|
288K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.09K+ 1.46% |
$63K - $63.5K
|
75.8K
$4.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.09K+ 11.44% |
$62.6K - $63.1K
|
10.6K
$618K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.04K+ 8.62% |
$60K - $60.4K
|
13.1K
$767K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.03K+ 10.5% |
$59.2K - $59.7K
|
10.8K
$632K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.02K+ 2.07% |
$58.8K - $59.2K
|
50.3K
$2.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Barton Investment Management
|
BUY
|
- |
920+ 4.4% |
$52.9K - $53.4K
|
21.8K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
914+ 12.02% |
$52.6K - $53K
|
8.52K
$497K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
900New |
$51.8K - $52.2K
|
900
$52.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
900+ 2.89% |
$51.8K - $52.2K
|
32K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
896+ 2.0% |
$51.6K - $52K
|
45.7K
$2.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
884+ 50.63% |
$50.9K - $51.3K
|
2.63K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
847+ 13.04% |
$48.7K - $49.1K
|
7.34K
$429K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
822+ 15.05% |
$47.3K - $47.7K
|
6.28K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
797+ 6.2% |
$45.9K - $46.2K
|
13.6K
$796K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
790+ 14.64% |
$45.5K - $45.8K
|
6.19K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
782+ 3.08% |
$45K - $45.4K
|
26.2K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
754+ 0.98% |
$43.4K - $43.7K
|
77.4K
$4.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
743+ 10.81% |
$42.8K - $43.1K
|
7.61K
$444K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
702+ 0.82% |
$40.4K - $40.7K
|
85.8K
$5.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
697+ 10.11% |
$40.1K - $40.4K
|
7.59K
$443K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
668+ 1.66% |
$38.4K - $38.7K
|
41K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
664+ 1.2% |
$38.2K - $38.5K
|
56.2K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
660+ 6.96% |
$38K - $38.3K
|
10.1K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
653+ 0.64% |
$37.6K - $37.9K
|
103K
$6.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
643+ 29.63% |
$37K - $37.3K
|
2.81K
$164K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
635+ 4.82% |
$36.5K - $36.8K
|
13.8K
$806K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
630+ 16.55% |
$36.3K - $36.5K
|
4.44K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
607+ 4.11% |
$34.9K - $35.2K
|
15.4K
$898K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
601+ 0.38% |
$34.6K - $34.9K
|
158K
$9.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
575+ 12.96% |
$33.1K - $33.4K
|
5.01K
$292K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
544+ 9.34% |
$31.3K - $31.6K
|
6.37K
$372K
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
538+ 14.71% |
$31K - $31.2K
|
4.2K
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
535+ 0.38% |
$30.8K - $31K
|
140K
$8.2M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
525New |
$30.2K - $30.5K
|
525
$30.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
495+ 11.67% |
$28.5K - $28.7K
|
4.74K
$277K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
487+ 0.03% |
$28K - $28.2K
|
1.39M
$81.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
450+ 1.74% |
$25.9K - $26.1K
|
26.3K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
428+ 3.35% |
$24.6K - $24.8K
|
13.2K
$770K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
426+ 9.32% |
$24.5K - $24.7K
|
5K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
425+ 6.41% |
$24.5K - $24.7K
|
7.05K
$412K
|