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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-55- 1.41% |
$3.19K - $3.24K
|
3.85K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-57- 56.44% |
$3.31K - $3.36K
|
44
$2.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-74- 0.56% |
$4.29K - $4.36K
|
13.1K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-88- 5.8% |
$5.11K - $5.18K
|
1.43K
$83.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-94- 2.11% |
$5.45K - $5.53K
|
4.36K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-97- 0.53% |
$5.63K - $5.71K
|
18.1K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 0.19% |
$5.8K - $5.89K
|
53.8K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-108- 1.66% |
$6.27K - $6.36K
|
6.41K
$374K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-111- 3.59% |
$6.44K - $6.54K
|
2.98K
$174K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-126- 0.7% |
$7.31K - $7.42K
|
17.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-135- 0.16% |
$7.83K - $7.95K
|
83.5K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-143- 1.29% |
$8.3K - $8.42K
|
11K
$640K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-150- 2.08% |
$8.7K - $8.83K
|
7.06K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-154- 4.28% |
$8.94K - $9.07K
|
3.44K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-174- 0.36% |
$10.1K - $10.2K
|
48.7K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-219- 0.03% |
$12.7K - $12.9K
|
759K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-219- 0.76% |
$12.7K - $12.9K
|
28.6K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-224- 7.52% |
$13K - $13.2K
|
2.75K
$161K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-225- 5.21% |
$13.1K - $13.2K
|
4.1K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-225- 5.69% |
$13.1K - $13.2K
|
3.73K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-234- 3.42% |
$13.6K - $13.8K
|
6.61K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 5.0% |
$13.6K - $13.8K
|
4.46K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-240- 20.32% |
$13.9K - $14.1K
|
941
$54.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-244- 1.01% |
$14.2K - $14.4K
|
23.8K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-277- 0.92% |
$16.1K - $16.3K
|
29.8K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.58% |
$17.4K - $17.7K
|
11.3K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-302- 0.44% |
$17.5K - $17.8K
|
69K
$4.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-310- 3.01% |
$18K - $18.3K
|
9.98K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-320- 0.24% |
$18.6K - $18.8K
|
136K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-326- 7.21% |
$18.9K - $19.2K
|
4.19K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347- 10.91% |
$20.1K - $20.4K
|
2.83K
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-349- 0.8% |
$20.2K - $20.5K
|
43K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-361- 7.7% |
$20.9K - $21.3K
|
4.33K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-371- 8.36% |
$21.5K - $21.8K
|
4.07K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-381- 1.58% |
$22.1K - $22.4K
|
23.8K
$1.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-387- 40.19% |
$22.5K - $22.8K
|
576
$33.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-407- 2.79% |
$23.6K - $24K
|
14.2K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-407- 9.42% |
$23.6K - $24K
|
3.91K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-410- 21.54% |
$23.8K - $24.1K
|
1.49K
$87.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-430- 6.7% |
$24.9K - $25.3K
|
5.99K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-453- 8.59% |
$26.3K - $26.7K
|
4.82K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-463- 2.98% |
$26.9K - $27.3K
|
15K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-463- 15.4% |
$26.9K - $27.3K
|
2.54K
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-471- 6.92% |
$27.3K - $27.7K
|
6.34K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-478- 3.56% |
$27.7K - $28.1K
|
12.9K
$755K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-489- 23.35% |
$28.4K - $28.8K
|
1.61K
$93.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-507- 9.58% |
$29.4K - $29.9K
|
4.78K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-512- 1.85% |
$29.7K - $30.1K
|
27.2K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-520- 1.25% |
$30.2K - $30.6K
|
40.9K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-525- 6.51% |
$30.5K - $30.9K
|
7.53K
$440K
|