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 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.2K- 2.43% |
$1.12M - $1.13M
|
773K
$45.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-19.6K- 13.27% |
$1.14M - $1.16M
|
128K
$7.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.4K- 32.08% |
$1.24M - $1.26M
|
45.4K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 99.35% |
$1.27M - $1.29M
|
142
$8.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-22.3K- 68.22% |
$1.29M - $1.31M
|
10.4K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-23.5K- 16.01% |
$1.36M - $1.38M
|
123K
$7.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-25.1K- 66.01% |
$1.46M - $1.48M
|
13K
$756K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 67.06% |
$1.48M - $1.51M
|
12.6K
$733K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25.9K- 6.13% |
$1.5M - $1.53M
|
397K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-26.8K- 17.0% |
$1.56M - $1.58M
|
131K
$7.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-26.9K- 84.94% |
$1.56M - $1.59M
|
4.78K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30.4K- 18.83% |
$1.77M - $1.79M
|
131K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-32.9K- 3.12% |
$1.91M - $1.94M
|
1.02M
$59.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-33.8K- 8.07% |
$1.96M - $1.99M
|
385K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 9.54% |
$1.97M - $2M
|
321K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-44.4K- 82.6% |
$2.58M - $2.61M
|
9.36K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-44.9K- 67.84% |
$2.61M - $2.64M
|
21.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-45.9K- 34.28% |
$2.67M - $2.71M
|
88.1K
$5.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-46K- 65.02% |
$2.67M - $2.71M
|
24.7K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-56K- 38.11% |
$3.25M - $3.3M
|
91K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-57.5K- 84.77% |
$3.34M - $3.38M
|
10.3K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-64.2K- 90.38% |
$3.72M - $3.78M
|
6.83K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65.4K- 15.4% |
$3.79M - $3.85M
|
359K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-67K- 69.29% |
$3.89M - $3.95M
|
29.7K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-67.7K- 44.35% |
$3.93M - $3.98M
|
84.9K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.8K- 78.99% |
$3.93M - $3.99M
|
18K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-71.7K- 41.17% |
$4.16M - $4.22M
|
102K
$5.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-81.3K- 7.85% |
$4.71M - $4.78M
|
953K
$55.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83.3K- 15.15% |
$4.84M - $4.91M
|
467K
$27.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-90K- 32.87% |
$5.22M - $5.3M
|
184K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-94K- 34.4% |
$5.45M - $5.53M
|
179K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-111K- 51.02% |
$6.46M - $6.55M
|
107K
$6.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113K- 69.31% |
$6.53M - $6.63M
|
49.9K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-120K- 28.64% |
$6.93M - $7.04M
|
298K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-124K- 42.6% |
$7.22M - $7.32M
|
168K
$9.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-125K- 52.73% |
$7.24M - $7.35M
|
112K
$6.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-144K- 96.36% |
$8.38M - $8.51M
|
5.46K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-147K- 95.61% |
$8.53M - $8.65M
|
6.75K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-151K- 52.64% |
$8.77M - $8.91M
|
136K
$7.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-153K- 86.95% |
$8.88M - $9.02M
|
23K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-172K- 83.87% |
$9.97M - $10.1M
|
33K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-177K- 7.22% |
$10.3M - $10.4M
|
2.28M
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-196K- 56.0% |
$11.4M - $11.6M
|
154K
$9.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-206K- 98.34% |
$11.9M - $12.1M
|
3.48K
$203K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-242K- 24.75% |
$14.1M - $14.3M
|
737K
$43M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-253K- 20.53% |
$14.7M - $14.9M
|
978K
$57.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-275K- 98.22% |
$15.9M - $16.2M
|
4.97K
$290K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-344K- 96.55% |
$20M - $20.3M
|
12.3K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-367K- 23.84% |
$21.3M - $21.6M
|
1.17M
$68.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-385K- 47.77% |
$22.3M - $22.7M
|
421K
$24.6M
|