Purchases and Sales Made in Q4 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.4M+ 163.66% |
$1.35B - $1.37B
|
37.6M
$2.2B
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.45MNew |
$258M - $262M
|
4.45M
$260M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.55M+ 241.3% |
$148M - $150M
|
3.61M
$211M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.33MNew |
$135M - $137M
|
2.33M
$136M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.4MNew |
$81.5M - $82.7M
|
1.4M
$82M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.32M+ 6.41% |
$76.4M - $77.6M
|
21.9M
$1.28B
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
842K+ 21432.6% |
$48.9M - $49.6M
|
846K
$49.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
809K+ 63.27% |
$46.9M - $47.6M
|
2.09M
$122M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
695K+ 25.29% |
$40.3M - $40.9M
|
3.44M
$201M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
609K+ 11271.41% |
$35.3M - $35.8M
|
614K
$35.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
596K+ 5763.16% |
$34.6M - $35.1M
|
606K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
537K+ 8.14% |
$31.2M - $31.6M
|
7.13M
$416M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
534KNew |
$31M - $31.4M
|
534K
$31.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
524K+ 55.28% |
$30.4M - $30.9M
|
1.47M
$86M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 12.5% |
$29M - $29.4M
|
4.5M
$263M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
482K+ 6400.0% |
$27.9M - $28.4M
|
489K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
480K+ 5006.41% |
$27.8M - $28.3M
|
490K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
438K+ 8.12% |
$25.4M - $25.8M
|
5.84M
$341M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
413K+ 454.68% |
$24M - $24.3M
|
504K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
375KNew |
$21.8M - $22.1M
|
375K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
362K+ 9.58% |
$21M - $21.3M
|
4.14M
$242M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
337KNew |
$19.5M - $19.8M
|
337K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
322K+ 99.88% |
$18.7M - $19M
|
644K
$37.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
279KNew |
$16.2M - $16.5M
|
279K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
269KNew |
$15.6M - $15.8M
|
269K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
239K+ 14.93% |
$13.9M - $14.1M
|
1.84M
$108M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
239K+ 3.33% |
$13.9M - $14.1M
|
7.41M
$433M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
228K+ 66.01% |
$13.2M - $13.4M
|
574K
$33.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
227KNew |
$13.2M - $13.4M
|
227K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
218K+ 12.1% |
$12.7M - $12.8M
|
2.02M
$118M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
215K+ 418.21% |
$12.5M - $12.6M
|
266K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
211K+ 5.29% |
$12.3M - $12.4M
|
4.2M
$245M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
210KNew |
$12.2M - $12.4M
|
210K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
199KNew |
$11.5M - $11.7M
|
199K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
184KNew |
$10.7M - $10.8M
|
184K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
182K+ 405.45% |
$10.6M - $10.7M
|
227K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
180KNew |
$10.5M - $10.6M
|
180K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153K+ 5.9% |
$8.88M - $9.01M
|
2.75M
$160M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
145K+ 7.68% |
$8.41M - $8.53M
|
2.03M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
128K+ 21.92% |
$7.44M - $7.55M
|
713K
$41.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
127K+ 34.63% |
$7.4M - $7.51M
|
496K
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
118K+ 66.45% |
$6.87M - $6.97M
|
296K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
115KNew |
$6.7M - $6.8M
|
115K
$6.74M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
114K+ 806.38% |
$6.62M - $6.72M
|
128K
$7.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
109K+ 9.5% |
$6.34M - $6.44M
|
1.26M
$73.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
99.2KNew |
$5.76M - $5.84M
|
99.2K
$5.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
98.8KNew |
$5.73M - $5.82M
|
98.8K
$5.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
95.6K+ 5.88% |
$5.55M - $5.63M
|
1.72M
$101M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
94.5KNew |
$5.48M - $5.56M
|
94.5K
$5.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
94.4K+ 16.23% |
$5.48M - $5.56M
|
676K
$39.5M
|