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 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 3.83% |
$106K - $108K
|
46K
$2.68M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.87K- 1.89% |
$108K - $110K
|
97.2K
$5.67M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.9K- 11.35% |
$110K - $112K
|
14.8K
$864K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 17.97% |
$112K - $113K
|
8.78K
$513K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.95K- 11.52% |
$113K - $115K
|
15K
$874K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2K- 1.45% |
$116K - $118K
|
136K
$7.94M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.06K- 5.92% |
$119K - $121K
|
32.7K
$1.91M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 29.71% |
$121K - $123K
|
4.94K
$288K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.1K- 8.82% |
$122K - $123K
|
21.7K
$1.27M
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$122K - $124K
|
29.3K
$1.71M
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 2.2% |
$124K - $126K
|
94.8K
$5.53M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.16K- 8.88% |
$125K - $127K
|
22.1K
$1.29M
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.21K- 27.71% |
$128K - $130K
|
5.78K
$337K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.23K- 4.69% |
$130K - $132K
|
45.4K
$2.65M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.25K- 7.15% |
$130K - $132K
|
29.2K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 16.71% |
$132K - $134K
|
11.3K
$662K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.38K- 12.64% |
$138K - $140K
|
16.4K
$958K
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 7.2% |
$139K - $141K
|
30.9K
$1.8M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.65K- 9.37% |
$154K - $156K
|
25.7K
$1.5M
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.77K- 7.79% |
$161K - $163K
|
32.8K
$1.92M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.78K- 32.32% |
$161K - $163K
|
5.81K
$339K
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-2.86K- 1.17% |
$166K - $168K
|
242K
$14.1M
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.87K- 16.91% |
$167K - $169K
|
14.1K
$823K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 16.64% |
$173K - $176K
|
15K
$873K
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3K- 10.81% |
$174K - $177K
|
24.8K
$1.44M
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.02K- 5.36% |
$175K - $178K
|
53.4K
$3.12M
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-3.1K- 16.9% |
$180K - $183K
|
15.3K
$890K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.13K- 3.83% |
$182K - $185K
|
78.8K
$4.6M
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.19K- 4.74% |
$185K - $188K
|
64.1K
$3.74M
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-3.28K- 34.12% |
$190K - $193K
|
6.34K
$370K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.44K- 7.84% |
$199K - $202K
|
40.4K
$2.36M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.53K- 10.04% |
$205K - $208K
|
31.6K
$1.84M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.55K- 16.18% |
$206K - $209K
|
18.4K
$1.07M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.66K- 3.98% |
$212K - $216K
|
88.2K
$5.15M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.7K- 26.86% |
$214K - $218K
|
10.1K
$587K
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.7K- 2.28% |
$215K - $218K
|
159K
$9.26M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.87K- 8.46% |
$224K - $228K
|
41.9K
$2.44M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.96K- 3.42% |
$230K - $233K
|
112K
$6.54M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 5.52% |
$249K - $253K
|
73.5K
$4.29M
|
|
Jan 22, 2025
Q4 2024
|
Shah Capital Management
|
SELL
|
- |
-4.61K- 1.9% |
$267K - $271K
|
238K
$13.9M
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.82K- 1.62% |
$280K - $284K
|
292K
$17M
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.87K- 3.41% |
$283K - $287K
|
138K
$8.05M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.16K- 10.7% |
$300K - $304K
|
43.1K
$2.52M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.22K- 5.08% |
$303K - $307K
|
97.6K
$5.7M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 12.82% |
$305K - $309K
|
35.7K
$2.09M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.33K- 1.38% |
$309K - $314K
|
381K
$22.3M
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.45K- 13.82% |
$316K - $321K
|
34K
$1.98M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.46K- 13.11% |
$317K - $321K
|
36.2K
$2.11M
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.64K- 4.51% |
$327K - $332K
|
119K
$6.97M
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.84K- 3.18% |
$339K - $344K
|
178K
$10.4M
|