Purchases and Sales Made in Q3 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-405- 0.28% |
$23.4K - $23.9K
|
146K
$8.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-416- 7.4% |
$24K - $24.6K
|
5.21K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-417- 8.8% |
$24.1K - $24.7K
|
4.32K
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-426- 13.86% |
$24.6K - $25.2K
|
2.65K
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-431- 3.52% |
$24.9K - $25.5K
|
11.8K
$689K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-439- 7.68% |
$25.3K - $26K
|
5.28K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-450- 27.37% |
$26K - $26.6K
|
1.19K
$69.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-464Closed |
$26.8K - $27.4K
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-467- 1.93% |
$27K - $27.6K
|
23.8K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-489- 2.84% |
$28.2K - $28.9K
|
16.7K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-498- 3.99% |
$28.8K - $29.4K
|
12K
$700K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-545- 9.57% |
$31.5K - $32.2K
|
5.15K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-545- 4.13% |
$31.5K - $32.2K
|
12.7K
$739K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-553- 10.53% |
$31.9K - $32.7K
|
4.7K
$274K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-591- 10.05% |
$34.1K - $34.9K
|
5.29K
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-597- 2.77% |
$34.5K - $35.3K
|
20.9K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 2.6% |
$34.6K - $35.5K
|
22.5K
$1.31M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-602- 2.61% |
$34.8K - $35.6K
|
22.5K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-619- 7.13% |
$35.7K - $36.6K
|
8.06K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-641- 87.21% |
$37K - $37.9K
|
94
$5.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-676- 1.36% |
$39K - $40K
|
49.1K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-676- 4.15% |
$39K - $40K
|
15.6K
$912K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-687- 1.02% |
$39.7K - $40.6K
|
66.9K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-710- 10.36% |
$41K - $42K
|
6.14K
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-715- 17.35% |
$41.3K - $42.3K
|
3.41K
$199K
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-730- 1.52% |
$42.2K - $43.2K
|
47.4K
$2.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-742- 14.89% |
$42.8K - $43.9K
|
4.24K
$248K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-747- 1.49% |
$43.1K - $44.2K
|
49.6K
$2.89M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-755- 10.53% |
$43.6K - $44.6K
|
6.42K
$375K
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-766- 4.9% |
$44.2K - $45.3K
|
14.9K
$868K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-790- 4.69% |
$45.6K - $46.7K
|
16.1K
$938K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-798- 0.88% |
$46.1K - $47.2K
|
89.8K
$5.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-815- 2.25% |
$47.1K - $48.2K
|
35.4K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-827- 5.36% |
$47.8K - $48.9K
|
14.6K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-839- 2.33% |
$48.4K - $49.6K
|
35.1K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-842- 18.98% |
$48.6K - $49.8K
|
3.59K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-864- 8.15% |
$49.9K - $51.1K
|
9.73K
$568K
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-884- 6.84% |
$51K - $52.3K
|
12K
$703K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-925- 18.52% |
$53.4K - $54.7K
|
4.07K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-986- 4.66% |
$56.9K - $58.3K
|
20.2K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.04K- 11.14% |
$59.9K - $61.3K
|
8.27K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 17.1% |
$61K - $62.4K
|
5.12K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.06K- 0.84% |
$61.3K - $62.7K
|
125K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.19K- 6.57% |
$68.7K - $70.3K
|
16.9K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.27K- 12.32% |
$73.4K - $75.2K
|
9.05K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.29K- 4.11% |
$74.6K - $76.4K
|
30.1K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.32K- 26.99% |
$76K - $77.9K
|
3.56K
$208K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.32K- 2.1% |
$76.4K - $78.3K
|
61.8K
$3.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.4K- 25.66% |
$80.7K - $82.6K
|
4.05K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.46K- 10.63% |
$84K - $86K
|
12.2K
$714K
|