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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 27.52% |
$818K - $837K
|
65.6K
$3.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14.1K+ 3.77% |
$815K - $835K
|
389K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.4K+ 130.1% |
$776K - $795K
|
23.8K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
13.4KNew |
$772K - $790K
|
13.4K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.9K+ 3.81% |
$743K - $761K
|
351K
$20.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
12.8K+ 52.28% |
$740K - $758K
|
37.3K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.7K+ 1.8% |
$732K - $750K
|
719K
$42M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
12.7K+ 242.63% |
$731K - $748K
|
17.9K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
BUY
|
- |
12.2K+ 342.82% |
$703K - $720K
|
15.7K
$918K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.1KNew |
$699K - $716K
|
12.1K
$707K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.8K+ 10.83% |
$683K - $700K
|
121K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.5K+ 14.47% |
$663K - $679K
|
90.9K
$5.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.5K+ 2.13% |
$662K - $678K
|
550K
$32.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
11.1K+ 0.31% |
$643K - $659K
|
3.6M
$210M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
10.7K+ 4.55% |
$617K - $632K
|
245K
$14.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
10.4K+ 1.82% |
$599K - $613K
|
582K
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
10.3K+ 18.26% |
$595K - $610K
|
66.8K
$3.9M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.1K+ 148.67% |
$582K - $596K
|
16.9K
$984K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
9.79K+ 2.88% |
$566K - $579K
|
350K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
9.75K+ 18.44% |
$563K - $576K
|
62.6K
$3.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
9.53K+ 1.43% |
$550K - $563K
|
675K
$39.4M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.28KNew |
$536K - $549K
|
9.28K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.17K+ 1.86% |
$530K - $542K
|
503K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
9.1KNew |
$525K - $538K
|
9.1K
$531K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.92K+ 15.01% |
$515K - $527K
|
68.3K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
8.81K+ 7.8% |
$509K - $521K
|
122K
$7.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.74K+ 4.97% |
$504K - $517K
|
184K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.59K+ 6.64% |
$496K - $508K
|
138K
$8.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.52K+ 5.36% |
$492K - $504K
|
167K
$9.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
8.32K+ 24.52% |
$480K - $492K
|
42.2K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.14KNew |
$470K - $481K
|
8.14K
$475K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
7.99K+ 5.17% |
$461K - $472K
|
162K
$9.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.97KNew |
$460K - $471K
|
7.97K
$465K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.97K+ 8.04% |
$460K - $471K
|
107K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89K+ 40.25% |
$456K - $467K
|
27.5K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.85K+ 160.97% |
$453K - $464K
|
12.7K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.83K+ 4.36% |
$452K - $463K
|
187K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
7.62KNew |
$440K - $451K
|
7.62K
$445K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.61K+ 68.31% |
$440K - $450K
|
18.8K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
7.56K+ 7.01% |
$437K - $447K
|
115K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.24K+ 66.76% |
$418K - $428K
|
18.1K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.18K+ 20.87% |
$414K - $424K
|
41.6K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7.12K+ 15.97% |
$411K - $421K
|
51.7K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.05K+ 340.35% |
$407K - $417K
|
9.12K
$533K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.01K+ 25.24% |
$405K - $414K
|
34.8K
$2.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.89K+ 3.5% |
$398K - $408K
|
204K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.86K+ 3.59% |
$396K - $405K
|
198K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.79K+ 0.55% |
$392K - $401K
|
1.23M
$71.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.69K+ 16.98% |
$386K - $395K
|
46.1K
$2.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
6.46K+ 6.35% |
$373K - $382K
|
108K
$6.31M
|