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 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.86KNew |
$223K - $228K
|
3.86K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.8K+ 2.88% |
$219K - $225K
|
136K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.77KNew |
$217K - $223K
|
3.77K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.75K+ 53.07% |
$217K - $222K
|
10.8K
$632K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.7K+ 64.27% |
$214K - $219K
|
9.47K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.68KNew |
$212K - $217K
|
3.68K
$215K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.64KNew |
$210K - $215K
|
3.64K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.61KNew |
$208K - $214K
|
3.61K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
3.6K+ 1.25% |
$208K - $213K
|
292K
$17M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.6KNew |
$208K - $213K
|
3.6K
$210K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.43KNew |
$198K - $203K
|
3.43K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.41KNew |
$197K - $202K
|
3.41K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.41K+ 4.93% |
$197K - $202K
|
72.6K
$4.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.4KNew |
$196K - $201K
|
3.4K
$198K
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.39KNew |
$196K - $200K
|
3.39K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.32KNew |
$191K - $196K
|
3.32K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.3K+ 29.14% |
$191K - $195K
|
14.6K
$854K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.24K+ 6000.0% |
$187K - $192K
|
3.29K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.17K+ 2.0% |
$183K - $187K
|
162K
$9.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 82.08% |
$183K - $187K
|
7.02K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
3.14K+ 4.97% |
$181K - $186K
|
66.4K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3.08K+ 11.75% |
$178K - $182K
|
29.3K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3K+ 17.57% |
$173K - $177K
|
20.1K
$1.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.96K+ 42.93% |
$171K - $175K
|
9.86K
$575K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.9K+ 19.13% |
$168K - $172K
|
18.1K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.88K+ 3.88% |
$166K - $170K
|
77K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.86K+ 5.6% |
$165K - $169K
|
53.9K
$3.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.83K+ 3.53% |
$164K - $167K
|
83.1K
$4.85M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.79K+ 24.0% |
$161K - $165K
|
14.4K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.78K+ 54.12% |
$161K - $164K
|
7.92K
$462K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.77K+ 6.68% |
$160K - $164K
|
44.3K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.74K+ 9.18% |
$158K - $162K
|
32.6K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.57KNew |
$149K - $152K
|
2.57K
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.56K+ 11.41% |
$148K - $151K
|
25K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.48K+ 34.9% |
$143K - $147K
|
9.59K
$560K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.47K+ 23.88% |
$142K - $146K
|
12.8K
$747K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.43K+ 17.89% |
$140K - $144K
|
16K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.4KNew |
$139K - $142K
|
2.4K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.38K+ 30.17% |
$137K - $141K
|
10.3K
$600K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 8.33% |
$137K - $141K
|
30.9K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.28K+ 4.88% |
$131K - $135K
|
48.9K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
2.08K+ 18.22% |
$120K - $123K
|
13.5K
$788K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.05K+ 7.8% |
$118K - $121K
|
28.3K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.99K+ 12.34% |
$115K - $117K
|
18.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.98KNew |
$114K - $117K
|
1.98K
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 718.18% |
$114K - $117K
|
2.25K
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.97K+ 1.09% |
$114K - $117K
|
183K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 2.9% |
$113K - $115K
|
69.1K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.88K+ 1.56% |
$109K - $111K
|
122K
$7.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.88K+ 7.14% |
$108K - $111K
|
28.1K
$1.64M
|