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 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
37.1K+ 197.11% |
$2.15M - $2.19M
|
56K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36.1K+ 5.35% |
$2.09M - $2.12M
|
710K
$41.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35.6KNew |
$2.07M - $2.1M
|
35.6K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
35.2KNew |
$2.04M - $2.07M
|
35.2K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
34.4KNew |
$2M - $2.02M
|
34.4K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 4.98% |
$1.93M - $1.96M
|
701K
$40.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32.8K+ 55.01% |
$1.9M - $1.93M
|
92.4K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
32.7K+ 4.3% |
$1.9M - $1.92M
|
792K
$46.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
32.1K+ 86.07% |
$1.86M - $1.89M
|
69.5K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
31.1K+ 15.9% |
$1.81M - $1.83M
|
227K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.9K+ 4.29% |
$1.79M - $1.82M
|
750K
$43.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.8K+ 3.63% |
$1.79M - $1.82M
|
881K
$51.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
29.8KNew |
$1.73M - $1.75M
|
29.8K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 3.44% |
$1.71M - $1.74M
|
888K
$51.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
29.1K+ 14.74% |
$1.69M - $1.72M
|
227K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.7K+ 83.43% |
$1.66M - $1.69M
|
63K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
28.7K+ 5.93% |
$1.66M - $1.69M
|
512K
$29.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
28.5KNew |
$1.65M - $1.68M
|
28.5K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
28.3KNew |
$1.64M - $1.66M
|
28.3K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28.1KNew |
$1.63M - $1.66M
|
28.1K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
27.6K+ 39.9% |
$1.6M - $1.63M
|
96.9K
$5.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
27.2K+ 6.53% |
$1.58M - $1.6M
|
443K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.8K+ 5.35% |
$1.55M - $1.58M
|
527K
$30.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
26.4K+ 3.91% |
$1.53M - $1.55M
|
701K
$40.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26.3K+ 6.77% |
$1.53M - $1.55M
|
415K
$24.2M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
26.1K+ 22.65% |
$1.52M - $1.54M
|
142K
$8.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25.8KNew |
$1.5M - $1.52M
|
25.8K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
25.4KNew |
$1.47M - $1.49M
|
25.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.2K+ 151.53% |
$1.46M - $1.48M
|
41.8K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
25.1K+ 3.61% |
$1.45M - $1.48M
|
719K
$42M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24.9K+ 967.47% |
$1.44M - $1.46M
|
27.4K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.7K+ 14.99% |
$1.43M - $1.45M
|
190K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
24.6K+ 2.26% |
$1.43M - $1.45M
|
1.11M
$64.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 4.04% |
$1.41M - $1.44M
|
628K
$36.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.4KNew |
$1.41M - $1.43M
|
24.4K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.1K+ 134.64% |
$1.4M - $1.42M
|
41.9K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24K+ 158.62% |
$1.39M - $1.42M
|
39.2K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.37M - $1.39M
|
23.7K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3K+ 32.94% |
$1.35M - $1.37M
|
94.1K
$5.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
23.2K+ 1171.92% |
$1.35M - $1.37M
|
25.2K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
22.9KNew |
$1.33M - $1.35M
|
22.9K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 26.03% |
$1.29M - $1.31M
|
108K
$6.3M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1K+ 23.68% |
$1.28M - $1.3M
|
116K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
21.8K+ 40.86% |
$1.26M - $1.28M
|
75.1K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$1.26M - $1.28M
|
21.8K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
21.7KNew |
$1.26M - $1.28M
|
21.7K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
21.7K+ 6.94% |
$1.26M - $1.28M
|
334K
$19.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21.3K+ 3.22% |
$1.23M - $1.25M
|
682K
$39.8M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.1K+ 19.14% |
$1.22M - $1.24M
|
131K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
20.8K+ 10.99% |
$1.21M - $1.23M
|
211K
$12.3M
|