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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-9.37K- 19.0% |
$541K - $554K
|
39.9K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.38K- 40.54% |
$542K - $555K
|
13.8K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-9.74K- 4.55% |
$562K - $576K
|
204K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-10K- 19.42% |
$579K - $593K
|
41.6K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.9K- 78.91% |
$629K - $644K
|
2.91K
$170K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.2K- 13.63% |
$645K - $661K
|
70.8K
$4.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-11.2K- 13.92% |
$647K - $662K
|
69.3K
$4.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 5.51% |
$660K - $676K
|
196K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-12K- 5.55% |
$691K - $708K
|
204K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.7K- 7.69% |
$734K - $751K
|
153K
$8.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-13.2K- 12.01% |
$762K - $780K
|
96.7K
$5.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-13.2K- 20.5% |
$764K - $783K
|
51.3K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-13.6K- 77.48% |
$786K - $805K
|
3.96K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-13.6K- 18.23% |
$786K - $805K
|
61.1K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-14K- 14.45% |
$808K - $828K
|
82.9K
$4.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-14.8K- 30.74% |
$853K - $873K
|
33.3K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
SELL
|
- |
-14.8K- 2.13% |
$854K - $875K
|
681K
$39.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.8K- 21.55% |
$855K - $876K
|
53.9K
$3.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 85.58% |
$856K - $877K
|
2.5K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-16.1K- 17.12% |
$928K - $950K
|
77.8K
$4.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16.2K- 3.69% |
$936K - $958K
|
423K
$24.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.2K- 7.79% |
$937K - $959K
|
192K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-16.5K- 7.02% |
$950K - $973K
|
218K
$12.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18K- 62.25% |
$1.04M - $1.07M
|
10.9K
$639K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-18.2K- 6.74% |
$1.05M - $1.08M
|
252K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-18.7K- 6.64% |
$1.08M - $1.11M
|
264K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.2K- 18.3% |
$1.11M - $1.13M
|
85.6K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.6K- 37.43% |
$1.13M - $1.16M
|
32.7K
$1.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 13.11% |
$1.13M - $1.16M
|
130K
$7.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-20.1K- 5.17% |
$1.16M - $1.19M
|
368K
$21.5M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-20.8K- 18.19% |
$1.2M - $1.23M
|
93.5K
$5.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-22.3K- 71.3% |
$1.29M - $1.32M
|
8.97K
$524K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-23K- 61.19% |
$1.33M - $1.36M
|
14.6K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-24.7K- 2.15% |
$1.43M - $1.46M
|
1.12M
$65.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-25.2K- 6.61% |
$1.46M - $1.49M
|
357K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25.7K- 4.09% |
$1.49M - $1.52M
|
604K
$35.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25.8K- 78.94% |
$1.49M - $1.52M
|
6.87K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29.4K- 12.72% |
$1.7M - $1.74M
|
202K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-31.9K- 1.93% |
$1.84M - $1.89M
|
1.63M
$94.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.5K- 41.07% |
$2.05M - $2.1M
|
51K
$2.98M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.2K- 3.39% |
$2.09M - $2.14M
|
1.03M
$60.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-37.6K- 43.4% |
$2.17M - $2.22M
|
49.1K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-38.6K- 4.82% |
$2.23M - $2.28M
|
761K
$44.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-38.9K- 99.27% |
$2.24M - $2.3M
|
284
$16.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-39.4K- 99.94% |
$2.27M - $2.33M
|
22
$1.28K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.8K- 12.18% |
$2.3M - $2.36M
|
287K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-43.6K- 69.84% |
$2.52M - $2.58M
|
18.8K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-44.3K- 10.34% |
$2.56M - $2.62M
|
384K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.8K- 51.63% |
$2.59M - $2.65M
|
42K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46K- 15.71% |
$2.65M - $2.72M
|
247K
$14.4M
|