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 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.74K+ 3.44% |
$101K - $103K
|
52.4K
$3.06M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.74K+ 43.2% |
$100K - $103K
|
5.76K
$336K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.73K+ 4.59% |
$100K - $102K
|
39.5K
$2.31M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.72K+ 6.22% |
$99.1K - $101K
|
29.3K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.64KNew |
$94.6K - $96.9K
|
1.64K
$95.6K
|
|
Oct 17, 2024
Q3 2024
|
Barton Investment Management
|
BUY
|
- |
1.62K+ 7.41% |
$93.5K - $95.8K
|
23.5K
$1.37M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.61K+ 1.08% |
$92.8K - $95K
|
150K
$8.77M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.59K+ 24.97% |
$91.8K - $94K
|
7.96K
$464K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.57K+ 2.71% |
$90.7K - $92.8K
|
59.5K
$3.47M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.55K+ 138.44% |
$89.2K - $91.4K
|
2.66K
$155K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.36K+ 0.46% |
$78.6K - $80.5K
|
300K
$17.5M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.33K+ 1.91% |
$76.6K - $78.5K
|
70.7K
$4.13M
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3K+ 46.14% |
$74.9K - $76.8K
|
4.11K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.28K+ 6.8% |
$73.9K - $75.7K
|
20.1K
$1.17M
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.24K+ 6.52% |
$71.8K - $73.5K
|
20.3K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.22K+ 3.54% |
$70.3K - $72K
|
35.6K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.21K+ 17.86% |
$69.9K - $71.6K
|
7.99K
$466K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.21KNew |
$69.7K - $71.4K
|
1.21K
$70.5K
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.2K+ 3.79% |
$69.1K - $70.7K
|
32.8K
$1.91M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.19K+ 11.3% |
$68.4K - $70.1K
|
11.7K
$682K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.17K+ 4.22% |
$67.4K - $69.1K
|
28.9K
$1.68M
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 4.0% |
$66.1K - $67.7K
|
29.8K
$1.74M
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 27.5% |
$65.9K - $67.5K
|
5.29K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.13K+ 8.39% |
$65.1K - $66.6K
|
14.6K
$850K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.13K+ 18.36% |
$65K - $66.5K
|
7.25K
$423K
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.12K+ 2.08% |
$64.5K - $66K
|
54.9K
$3.2M
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.12K+ 1.92% |
$64.4K - $66K
|
59.1K
$3.45M
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.09K+ 25.06% |
$62.8K - $64.3K
|
5.43K
$317K
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.08K+ 7.49% |
$62.4K - $63.9K
|
15.5K
$905K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.08K+ 4.07% |
$62.2K - $63.7K
|
27.5K
$1.61M
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.03K+ 10.11% |
$59.2K - $60.6K
|
11.2K
$652K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 2.16% |
$59K - $60.4K
|
48.3K
$2.82M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.02K+ 1.74% |
$59K - $60.4K
|
59.9K
$3.49M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
933+ 6.08% |
$53.9K - $55.2K
|
16.3K
$950K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
932+ 10.94% |
$53.8K - $55.1K
|
9.45K
$552K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
930+ 10.21% |
$53.7K - $55K
|
10K
$586K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
873+ 1531.58% |
$50.4K - $51.6K
|
930
$54.3K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
854+ 7.17% |
$49.3K - $50.5K
|
12.8K
$745K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
844+ 14.18% |
$48.7K - $49.9K
|
6.8K
$397K
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
824+ 11.22% |
$47.6K - $48.7K
|
8.17K
$477K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
819New |
$47.3K - $48.4K
|
819
$47.8K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
787+ 2.92% |
$45.4K - $46.5K
|
27.7K
$1.62M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
780+ 1.22% |
$45K - $46.1K
|
64.8K
$3.78M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
758New |
$43.8K - $44.8K
|
758
$44.2K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
725New |
$41.9K - $42.9K
|
725
$42.3K
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
722+ 0.63% |
$41.7K - $42.7K
|
115K
$6.73M
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
693+ 0.37% |
$40K - $41K
|
189K
$11M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
663+ 10.71% |
$38.3K - $39.2K
|
6.85K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
649+ 7.75% |
$37.5K - $38.4K
|
9.02K
$527K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
628+ 10.11% |
$36.3K - $37.1K
|
6.84K
$399K
|