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 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.21M - $1.23M
|
20.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.5K+ 1.98% |
$1.19M - $1.21M
|
1.05M
$61.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4K+ 13.59% |
$1.18M - $1.2M
|
170K
$9.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.18M - $1.19M
|
20.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
20.3K+ 4.28% |
$1.18M - $1.19M
|
493K
$28.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
20.3K+ 34.06% |
$1.18M - $1.19M
|
79.7K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
20.2KNew |
$1.17M - $1.19M
|
20.2K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.8K+ 7.25% |
$1.15M - $1.17M
|
294K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.8K+ 4.0% |
$1.15M - $1.17M
|
515K
$30.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 5.79% |
$1.14M - $1.16M
|
359K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
19.4KNew |
$1.13M - $1.14M
|
19.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.7K+ 9.75% |
$1.09M - $1.1M
|
211K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.6K+ 182.09% |
$1.08M - $1.09M
|
28.8K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
18.5K+ 9.79% |
$1.07M - $1.09M
|
207K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.3K+ 23.16% |
$1.06M - $1.08M
|
97.4K
$5.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.2K+ 267.49% |
$1.05M - $1.07M
|
25K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
18.1K+ 3.77% |
$1.05M - $1.07M
|
499K
$29.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
18K+ 2.01% |
$1.05M - $1.06M
|
915K
$53.4M
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
18KNew |
$1.05M - $1.06M
|
18K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
18K+ 130.99% |
$1.04M - $1.06M
|
31.7K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.8KNew |
$1.03M - $1.05M
|
17.8K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
17.6K+ 2.32% |
$1.02M - $1.03M
|
773K
$45.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.4KNew |
$1.01M - $1.02M
|
17.4K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17K+ 12.53% |
$988K - $1M
|
153K
$8.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
16.9K+ 16.35% |
$983K - $998K
|
121K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
16.9KNew |
$980K - $995K
|
16.9K
$986K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.7K+ 13.34% |
$970K - $984K
|
142K
$8.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 11.84% |
$945K - $959K
|
154K
$8.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
16.2KNew |
$941K - $955K
|
16.2K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16.1K+ 10.82% |
$937K - $950K
|
165K
$9.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 135.9% |
$931K - $945K
|
27.9K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$924K - $938K
|
15.9K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
15.4K+ 5.43% |
$894K - $907K
|
299K
$17.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 2.67% |
$877K - $890K
|
582K
$34M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.8K+ 92.6% |
$858K - $871K
|
30.8K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.7K+ 36.76% |
$851K - $864K
|
54.6K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.3K+ 76.47% |
$832K - $845K
|
33.1K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 4.75% |
$832K - $844K
|
317K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 12.82% |
$816K - $828K
|
124K
$7.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14K+ 19.6% |
$810K - $822K
|
85.2K
$4.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
13.9K+ 3.97% |
$807K - $819K
|
364K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13.8K+ 3.14% |
$802K - $814K
|
453K
$26.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
13.7KNew |
$794K - $806K
|
13.7K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
13.6KNew |
$788K - $800K
|
13.6K
$793K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.2KNew |
$768K - $780K
|
13.2K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13.1K+ 9.69% |
$761K - $773K
|
149K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13K+ 58.38% |
$756K - $767K
|
35.4K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 238.79% |
$732K - $742K
|
17.9K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
12.4K+ 78.91% |
$720K - $730K
|
28.1K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9K+ 108.35% |
$688K - $698K
|
22.8K
$1.33M
|