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 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.7K+ 3.39% |
$1.72M - $1.76M
|
907K
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28.1K+ 34.53% |
$1.62M - $1.66M
|
110K
$6.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
28.1K+ 2.66% |
$1.62M - $1.66M
|
1.09M
$63.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
27.8KNew |
$1.6M - $1.64M
|
27.8K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
27.4K+ 42.43% |
$1.58M - $1.62M
|
91.9K
$5.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
27.1K+ 8.84% |
$1.56M - $1.6M
|
333K
$19.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26.8K+ 4.14% |
$1.55M - $1.58M
|
674K
$39.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
26.5K+ 41.24% |
$1.53M - $1.57M
|
90.7K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
25.7K+ 208.2% |
$1.49M - $1.52M
|
38.1K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.9K+ 15.49% |
$1.44M - $1.47M
|
186K
$10.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8K+ 25.09% |
$1.43M - $1.46M
|
123K
$7.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
24.4K+ 5.87% |
$1.41M - $1.44M
|
440K
$25.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23K+ 20.14% |
$1.33M - $1.36M
|
138K
$8.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
22.8K+ 10.68% |
$1.32M - $1.35M
|
237K
$13.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
22.4K+ 22.23% |
$1.29M - $1.32M
|
123K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.3KNew |
$1.29M - $1.32M
|
22.3K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
22.3K+ 6.27% |
$1.29M - $1.32M
|
378K
$22M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
22.1K+ 5472.21% |
$1.27M - $1.3M
|
22.5K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21.9K+ 2.51% |
$1.27M - $1.3M
|
897K
$52.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
21.9K+ 82.78% |
$1.26M - $1.3M
|
48.4K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
21.5K+ 33.8% |
$1.24M - $1.27M
|
85.1K
$4.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.5K+ 14.18% |
$1.24M - $1.27M
|
173K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.4K+ 7.52% |
$1.12M - $1.15M
|
278K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 4.02% |
$1.12M - $1.14M
|
500K
$29.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2K+ 92.73% |
$1.11M - $1.14M
|
39.9K
$2.33M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19K+ 19.69% |
$1.1M - $1.12M
|
116K
$6.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.9K+ 5.52% |
$1.09M - $1.12M
|
361K
$21.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
18.6K+ 14.73% |
$1.08M - $1.1M
|
145K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.4KNew |
$1.06M - $1.09M
|
18.4K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
18.4KNew |
$1.06M - $1.09M
|
18.4K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
18.2K+ 13.87% |
$1.05M - $1.07M
|
149K
$8.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17.6K+ 3.2% |
$1.02M - $1.04M
|
567K
$33.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
17.5K+ 5.95% |
$1.01M - $1.04M
|
312K
$18.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
17.5K+ 10.16% |
$1.01M - $1.03M
|
190K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
17.4K+ 11.8% |
$1M - $1.03M
|
165K
$9.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
17.4K+ 13.68% |
$1M - $1.03M
|
145K
$8.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.4K+ 13.13% |
$1M - $1.03M
|
150K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
16.1K+ 3.46% |
$928K - $951K
|
480K
$28M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.8K+ 3.94% |
$910K - $932K
|
416K
$24.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
15.8K+ 10.26% |
$910K - $932K
|
169K
$9.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
15.6KNew |
$903K - $925K
|
15.6K
$913K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.5KNew |
$897K - $918K
|
15.5K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
15.3K+ 17.77% |
$881K - $902K
|
101K
$5.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
15.1K+ 11.85% |
$873K - $894K
|
143K
$8.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15KNew |
$866K - $887K
|
15K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
14.8K+ 195.4% |
$856K - $877K
|
22.4K
$1.31M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
14.7K+ 12.16% |
$848K - $869K
|
135K
$7.91M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
14.6K+ 411.15% |
$843K - $864K
|
18.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.6K+ 105.6% |
$840K - $861K
|
28.3K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4K+ 72.09% |
$831K - $851K
|
34.4K
$2.01M
|