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 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.6K+ 18.12% |
$674K - $684K
|
75.7K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11.6K+ 6.34% |
$674K - $684K
|
195K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 11.39% |
$668K - $678K
|
113K
$6.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.1KNew |
$643K - $653K
|
11.1K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
11.1KNew |
$643K - $652K
|
11.1K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11K+ 7.09% |
$637K - $646K
|
166K
$9.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
10.8KNew |
$626K - $635K
|
10.8K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
10.5K+ 3.13% |
$608K - $617K
|
346K
$20.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.3K+ 22.96% |
$600K - $609K
|
55.4K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10.1K+ 15.27% |
$588K - $597K
|
76.5K
$4.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.1K+ 3.36% |
$585K - $593K
|
310K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
9.8K+ 61.2% |
$568K - $577K
|
25.8K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.76KNew |
$566K - $575K
|
9.76K
$570K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
9.57KNew |
$555K - $563K
|
9.57K
$559K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.24K+ 4.53% |
$536K - $544K
|
213K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 2.3% |
$535K - $543K
|
410K
$23.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
9.17K+ 7.45% |
$532K - $540K
|
132K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.94K+ 2.54% |
$519K - $526K
|
361K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.92K+ 6.17% |
$518K - $525K
|
153K
$8.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Charis Legacy Partners, LLC
Bryan, TX |
BUY
|
- |
8.66KNew |
$503K - $510K
|
8.66K
$506K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.58KNew |
$498K - $505K
|
8.58K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8.56KNew |
$496K - $504K
|
8.56K
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.54K+ 24.57% |
$496K - $503K
|
43.3K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.36K+ 5.0% |
$485K - $492K
|
176K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.36K+ 7.39% |
$485K - $492K
|
121K
$7.09M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
8.3KNew |
$481K - $488K
|
8.3K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
8.19KNew |
$475K - $482K
|
8.19K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.15K+ 118.59% |
$473K - $480K
|
15K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.11K+ 3.93% |
$470K - $477K
|
214K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
7.95KNew |
$461K - $468K
|
7.95K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.85K+ 83.09% |
$456K - $462K
|
17.3K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.82KNew |
$454K - $460K
|
7.82K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 64.63% |
$450K - $457K
|
19.8K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.59K+ 30.9% |
$441K - $447K
|
32.2K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7.34KNew |
$426K - $432K
|
7.34K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.25K+ 29.0% |
$421K - $427K
|
32.2K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
7.17K+ 8.42% |
$416K - $422K
|
92.4K
$5.39M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.16K+ 10.7% |
$415K - $422K
|
74.1K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.03K+ 25.03% |
$408K - $414K
|
35.1K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.88K+ 68.11% |
$399K - $405K
|
17K
$991K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.58K+ 20.07% |
$382K - $387K
|
39.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
6.56K+ 4.29% |
$380K - $386K
|
159K
$9.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.48K+ 12.54% |
$376K - $382K
|
58.2K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.46K+ 15.4% |
$375K - $380K
|
48.4K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.29K+ 4.19% |
$365K - $370K
|
156K
$9.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.2K+ 2.53% |
$360K - $365K
|
252K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
6.16K+ 1.9% |
$357K - $363K
|
330K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.12KNew |
$355K - $360K
|
6.12K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.08K+ 10.28% |
$353K - $358K
|
65.2K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.01K+ 243.77% |
$349K - $354K
|
8.47K
$495K
|