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
|
True Private Wealth Advisors
|
BUY
|
- |
5.87KNew |
$341K - $346K
|
5.87K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5.79K+ 8.47% |
$336K - $341K
|
74.1K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.73K+ 39.15% |
$332K - $337K
|
20.4K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.71K+ 5.34% |
$331K - $336K
|
113K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.45K+ 55.24% |
$316K - $321K
|
15.3K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.36K+ 8.68% |
$311K - $316K
|
67.2K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.31K+ 13.9% |
$308K - $313K
|
43.5K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.22K+ 7.78% |
$303K - $307K
|
72.4K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 7.54% |
$302K - $307K
|
74.4K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.12KNew |
$297K - $301K
|
5.12K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
5.08K+ 4.7% |
$295K - $299K
|
113K
$6.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.07K+ 2.73% |
$294K - $299K
|
191K
$11.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.07KNew |
$294K - $298K
|
5.07K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.95K+ 1.29% |
$287K - $292K
|
390K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.9K+ 51.77% |
$284K - $289K
|
14.4K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.88K+ 33.51% |
$283K - $287K
|
19.4K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.77K+ 7.29% |
$277K - $281K
|
70.2K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
4.74K+ 4.6% |
$275K - $279K
|
108K
$6.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.7KNew |
$272K - $277K
|
4.7K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.58K+ 1.19% |
$266K - $270K
|
389K
$22.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.49K+ 8.58% |
$261K - $265K
|
56.8K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.47K+ 82.69% |
$259K - $263K
|
9.87K
$576K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.41KNew |
$256K - $260K
|
4.41K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.28K+ 2.05% |
$248K - $252K
|
213K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.24K+ 38.4% |
$246K - $249K
|
15.3K
$891K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.23K+ 7.28% |
$246K - $249K
|
62.4K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.21KNew |
$244K - $248K
|
4.21K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.2K+ 1.26% |
$244K - $247K
|
337K
$19.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.19KNew |
$243K - $247K
|
4.19K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.09K+ 9.33% |
$237K - $241K
|
47.9K
$2.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.97KNew |
$231K - $234K
|
3.97K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.93KNew |
$228K - $232K
|
3.93K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.91K+ 6.16% |
$227K - $230K
|
67.3K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.88KNew |
$225K - $229K
|
3.88K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.87K+ 6.47% |
$225K - $228K
|
63.7K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
3.87KNew |
$224K - $228K
|
3.87K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.82K+ 7.8% |
$221K - $225K
|
52.7K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.76KNew |
$218K - $222K
|
3.76K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.7KNew |
$215K - $218K
|
3.7K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.66KNew |
$212K - $216K
|
3.66K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.66K+ 1.01% |
$212K - $215K
|
365K
$21.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.66KNew |
$212K - $215K
|
3.66K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.64KNew |
$211K - $214K
|
3.64K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.64KNew |
$211K - $214K
|
3.64K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 83.28% |
$205K - $208K
|
7.77K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.46K+ 372.47% |
$201K - $204K
|
4.39K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.46K+ 22.11% |
$200K - $203K
|
19.1K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.45KNew |
$200K - $203K
|
3.45K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.44K+ 7.11% |
$199K - $202K
|
51.8K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 37.96% |
$199K - $202K
|
12.5K
$729K
|