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 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-539- 8.6% |
$31.3K - $31.7K
|
5.73K
$335K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-584- 4.87% |
$33.9K - $34.4K
|
11.4K
$666K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-594- 8.43% |
$34.5K - $35K
|
6.45K
$377K
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-602- 7.57% |
$34.9K - $35.4K
|
7.36K
$429K
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-613- 7.44% |
$35.6K - $36.1K
|
7.63K
$445K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-626- 6.24% |
$36.3K - $36.9K
|
9.41K
$549K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-650- 1.65% |
$37.7K - $38.3K
|
38.7K
$2.26M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-668- 0.18% |
$38.8K - $39.3K
|
369K
$21.5M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-673- 24.05% |
$39K - $39.6K
|
2.13K
$124K
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-677- 4.55% |
$39.3K - $39.9K
|
14.2K
$828K
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-694- 0.78% |
$40.3K - $40.9K
|
88.5K
$5.17M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-718- 7.74% |
$41.7K - $42.3K
|
8.56K
$500K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-756- 94.5% |
$43.9K - $44.5K
|
44
$2.57K
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-803- 2.37% |
$46.6K - $47.3K
|
33K
$1.93M
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-828- 1.75% |
$48K - $48.8K
|
46.6K
$2.72M
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-873- 5.81% |
$50.7K - $51.4K
|
14.1K
$825K
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-919- 1.24% |
$53.3K - $54.1K
|
73.1K
$4.27M
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-923- 11.34% |
$53.6K - $54.3K
|
7.22K
$421K
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-957- 12.47% |
$55.5K - $56.3K
|
6.72K
$392K
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-983- 3.49% |
$57K - $57.9K
|
27.2K
$1.59M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 2.86% |
$58.6K - $59.5K
|
34.4K
$2.01M
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.01K- 2.06% |
$58.7K - $59.6K
|
48.1K
$2.81M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.02K- 7.22% |
$58.9K - $59.8K
|
13K
$761K
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.03K- 3.83% |
$60K - $60.9K
|
25.9K
$1.51M
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.06K- 8.24% |
$61.5K - $62.4K
|
11.8K
$689K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.08K- 6.97% |
$62.8K - $63.8K
|
14.4K
$843K
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.15K- 2.23% |
$66.4K - $67.4K
|
50.2K
$2.93M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.15K- 7.85% |
$66.5K - $67.5K
|
13.5K
$786K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.15K- 2.6% |
$66.7K - $67.7K
|
43.1K
$2.52M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.18K- 6.51% |
$68.3K - $69.3K
|
16.9K
$987K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.23K- 4.07% |
$71.1K - $72.1K
|
28.9K
$1.69M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.28K- 1.03% |
$74K - $75.1K
|
122K
$7.13M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.28K- 81.52% |
$74K - $75.1K
|
289
$16.9K
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.29K- 25.68% |
$74.7K - $75.8K
|
3.73K
$218K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.29K- 31.43% |
$75K - $76.1K
|
2.82K
$165K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.31K- 2.15% |
$76.1K - $77.2K
|
59.7K
$3.49M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 13.85% |
$81.5K - $82.7K
|
8.74K
$510K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 10.62% |
$81.9K - $83.1K
|
11.9K
$693K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.48K- 55.86% |
$86K - $87.3K
|
1.17K
$68.4K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.5K- 39.66% |
$87.3K - $88.6K
|
2.29K
$134K
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.54K- 3.39% |
$89.1K - $90.4K
|
43.8K
$2.55M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.55K- 13.92% |
$90K - $91.3K
|
9.59K
$560K
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.6K- 17.01% |
$92.8K - $94.2K
|
7.8K
$456K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.61K- 0.79% |
$93.6K - $95K
|
203K
$11.8M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 0.39% |
$96.4K - $97.9K
|
425K
$24.8M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 6.3% |
$100K - $102K
|
25.7K
$1.5M
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.73K- 7.46% |
$101K - $102K
|
21.5K
$1.25M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.75K- 21.06% |
$102K - $103K
|
6.56K
$383K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.77K- 5.48% |
$103K - $104K
|
30.6K
$1.78M
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.8K- 21.05% |
$104K - $106K
|
6.74K
$394K
|