Purchases and Sales Made in Q1 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-24.4K- 7.99% |
$1.41M - $1.43M
|
281K
$16.4M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.8K- 29.05% |
$1.44M - $1.45M
|
60.7K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-25.2K- 56.96% |
$1.46M - $1.47M
|
19K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-26K- 71.4% |
$1.5M - $1.52M
|
10.4K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26.4K- 33.44% |
$1.53M - $1.54M
|
52.5K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-26.9K- 81.8% |
$1.56M - $1.58M
|
5.99K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-27.5K- 57.72% |
$1.59M - $1.61M
|
20.1K
$1.17M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-28K- 3.3% |
$1.62M - $1.64M
|
821K
$47.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-28.4K- 11.59% |
$1.64M - $1.66M
|
216K
$12.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-28.9K- 2.66% |
$1.68M - $1.69M
|
1.06M
$61.9M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-32.8K- 27.83% |
$1.9M - $1.92M
|
85.1K
$4.96M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35.7K- 50.41% |
$2.06M - $2.09M
|
35.1K
$2.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-36.5K- 76.76% |
$2.11M - $2.14M
|
11K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-37.1K- 87.54% |
$2.15M - $2.17M
|
5.28K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-37.3K- 80.32% |
$2.16M - $2.18M
|
9.14K
$533K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-37.5K- 22.02% |
$2.17M - $2.19M
|
133K
$7.74M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-38.7K- 3.69% |
$2.24M - $2.27M
|
1.01M
$59M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-40.4K- 37.92% |
$2.34M - $2.37M
|
66.2K
$3.86M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-40.6K- 20.85% |
$2.35M - $2.38M
|
154K
$8.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-40.6K- 38.52% |
$2.35M - $2.38M
|
64.8K
$3.78M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-42.6K- 17.79% |
$2.46M - $2.49M
|
197K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-42.7K- 57.93% |
$2.47M - $2.5M
|
31K
$1.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-42.7K- 12.02% |
$2.47M - $2.5M
|
313K
$18.2M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-43.4K- 79.67% |
$2.51M - $2.54M
|
11.1K
$646K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-45.9K- 36.97% |
$2.66M - $2.69M
|
78.2K
$4.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-48.6K- 89.45% |
$2.81M - $2.84M
|
5.73K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-51.6K- 20.46% |
$2.99M - $3.02M
|
200K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-53.2K- 94.74% |
$3.08M - $3.12M
|
2.95K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-53.7K- 10.86% |
$3.11M - $3.14M
|
441K
$25.7M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-54.4K- 10.81% |
$3.15M - $3.19M
|
449K
$26.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-54.6K- 92.1% |
$3.16M - $3.2M
|
4.68K
$273K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-55K- 91.06% |
$3.18M - $3.22M
|
5.4K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.2K- 50.24% |
$3.25M - $3.29M
|
55.7K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-61K- 22.23% |
$3.53M - $3.57M
|
213K
$12.4M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-63K- 77.16% |
$3.65M - $3.69M
|
18.6K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-63.7K- 57.78% |
$3.69M - $3.73M
|
46.6K
$2.71M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-67.3K- 73.17% |
$3.9M - $3.94M
|
24.7K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-74.2K- 50.89% |
$4.3M - $4.34M
|
71.6K
$4.18M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-79.8K- 44.46% |
$4.62M - $4.67M
|
99.7K
$5.82M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-80.5K- 44.44% |
$4.66M - $4.71M
|
101K
$5.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87K- 95.66% |
$5.03M - $5.09M
|
3.95K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-90.5K- 7.52% |
$5.24M - $5.3M
|
1.11M
$64.9M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-90.7K- 42.38% |
$5.25M - $5.31M
|
123K
$7.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-93.2K- 25.69% |
$5.39M - $5.45M
|
270K
$15.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-93.4K- 41.84% |
$5.4M - $5.47M
|
130K
$7.57M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-94.3K- 33.39% |
$5.46M - $5.52M
|
188K
$11M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-106K- 79.36% |
$6.11M - $6.18M
|
27.4K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-110K- 24.31% |
$6.37M - $6.44M
|
343K
$20M
|
|
|
May 06, 2024
Q1 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-114K- 10.53% |
$6.6M - $6.68M
|
969K
$56.5M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-137K- 31.97% |
$7.95M - $8.04M
|
292K
$17M
|