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 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.56K- 68.45% |
$206K - $211K
|
1.64K
$95.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.68K- 2.07% |
$212K - $217K
|
174K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 21.27% |
$212K - $218K
|
13.6K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.81K- 0.5% |
$220K - $225K
|
759K
$44.3M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.95K- 36.2% |
$228K - $233K
|
6.96K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 9.15% |
$229K - $234K
|
39.4K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.98K- 1.32% |
$230K - $235K
|
297K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 3.53% |
$233K - $239K
|
110K
$6.43M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-4.08K- 36.15% |
$236K - $241K
|
7.21K
$421K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.09K- 76.73% |
$236K - $242K
|
1.24K
$72.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.1K- 12.55% |
$237K - $243K
|
28.6K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.13K- 8.67% |
$238K - $244K
|
43.4K
$2.54M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-4.17K- 30.24% |
$241K - $247K
|
9.62K
$561K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.17K- 5.53% |
$241K - $247K
|
71.2K
$4.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.2K- 38.19% |
$242K - $248K
|
6.79K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.21K- 22.39% |
$243K - $249K
|
14.6K
$852K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-4.22K- 2.2% |
$244K - $250K
|
187K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.36K- 28.31% |
$252K - $258K
|
11K
$644K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.4K- 28.03% |
$254K - $260K
|
11.3K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.52K- 7.22% |
$261K - $268K
|
58.1K
$3.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-4.6K- 3.28% |
$266K - $272K
|
136K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.74K- 19.37% |
$274K - $280K
|
19.7K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.81K- 55.88% |
$277K - $284K
|
3.79K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.83K- 21.21% |
$279K - $285K
|
17.9K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.18K- 21.06% |
$299K - $306K
|
19.4K
$1.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-5.24K- 2.45% |
$303K - $310K
|
208K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-5.27K- 66.61% |
$304K - $311K
|
2.64K
$154K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.49K- 24.24% |
$317K - $324K
|
17.1K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.63K- 13.18% |
$325K - $333K
|
37.1K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 16.15% |
$338K - $346K
|
30.4K
$1.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.96K- 1.52% |
$344K - $352K
|
387K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.19K- 25.99% |
$357K - $366K
|
17.6K
$1.03M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-6.34KClosed |
$366K - $375K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6.85K- 4.34% |
$396K - $405K
|
151K
$8.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.88K- 34.83% |
$397K - $407K
|
12.9K
$751K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6.9K- 28.89% |
$398K - $408K
|
17K
$991K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-6.95K- 14.49% |
$401K - $411K
|
41K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.03K- 13.33% |
$406K - $416K
|
45.7K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7.18K- 21.02% |
$415K - $424K
|
27K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-7.23K- 46.71% |
$417K - $427K
|
8.24K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-7.34K- 14.48% |
$424K - $434K
|
43.4K
$2.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-8.26K- 62.18% |
$477K - $488K
|
5.02K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-8.37K- 7.47% |
$483K - $495K
|
104K
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.38K- 45.11% |
$484K - $496K
|
10.2K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.46K- 21.56% |
$488K - $500K
|
30.8K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.47K- 19.6% |
$489K - $501K
|
34.7K
$2.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.7K- 14.13% |
$502K - $514K
|
52.9K
$3.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-9.05K- 71.13% |
$523K - $535K
|
3.67K
$214K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-9.29K- 12.58% |
$536K - $549K
|
64.6K
$3.77M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.31K- 14.72% |
$537K - $550K
|
53.9K
$3.15M
|