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 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.41KNew |
$313K - $317K
|
5.41K
$314K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5.4KNew |
$312K - $316K
|
5.4K
$314K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
5.24K+ 37.23% |
$303K - $307K
|
19.3K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.03K+ 17.42% |
$291K - $294K
|
33.9K
$1.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 9.35% |
$283K - $286K
|
57.1K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.84K+ 28.43% |
$280K - $283K
|
21.8K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4.82K+ 53.31% |
$279K - $282K
|
13.9K
$805K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.8KNew |
$278K - $281K
|
4.8K
$279K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.79K+ 62.4% |
$277K - $280K
|
12.5K
$724K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
4.77K+ 8.39% |
$276K - $279K
|
61.6K
$3.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.74K+ 9.54% |
$274K - $277K
|
54.4K
$3.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.71K+ 14.6% |
$272K - $275K
|
36.9K
$2.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.68KNew |
$271K - $274K
|
4.68K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
4.64K+ 1.68% |
$269K - $272K
|
280K
$16.3M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
4.64KNew |
$269K - $272K
|
4.64K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
4.6K+ 5.47% |
$266K - $269K
|
88.7K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4.53K+ 25.89% |
$262K - $265K
|
22K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4.48K+ 2.38% |
$259K - $262K
|
193K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4.47K+ 6.72% |
$258K - $261K
|
70.9K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.37KNew |
$253K - $256K
|
4.37K
$254K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.37K+ 9.96% |
$253K - $256K
|
48.2K
$2.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.35K+ 190.34% |
$252K - $255K
|
6.64K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.35K+ 52.11% |
$252K - $255K
|
12.7K
$737K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
4.34KNew |
$251K - $254K
|
4.34K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.31KNew |
$250K - $252K
|
4.31K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.3K+ 3.85% |
$249K - $252K
|
116K
$6.73M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.2KNew |
$243K - $246K
|
4.2K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.18K+ 10.17% |
$242K - $245K
|
45.3K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.07K+ 2.33% |
$235K - $238K
|
178K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.04K+ 6.57% |
$234K - $237K
|
65.6K
$3.81M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.03K+ 5.84% |
$233K - $236K
|
73K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
4.02K+ 3.24% |
$233K - $235K
|
128K
$7.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
3.98KNew |
$230K - $233K
|
3.98K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.9K+ 1.07% |
$226K - $229K
|
369K
$21.4M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.85KNew |
$223K - $226K
|
3.85K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.81KNew |
$220K - $223K
|
3.81K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.72KNew |
$215K - $218K
|
3.72K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.72KNew |
$215K - $218K
|
3.72K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.72K+ 7.75% |
$215K - $217K
|
51.7K
$3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.69K+ 4.93% |
$213K - $216K
|
78.5K
$4.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
3.68K+ 5.05% |
$213K - $216K
|
76.6K
$4.45M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.61KNew |
$209K - $211K
|
3.61K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
3.55K+ 13.3% |
$205K - $208K
|
30.2K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.52K+ 30.3% |
$204K - $206K
|
15.1K
$879K
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.41K+ 4.26% |
$198K - $200K
|
83.5K
$4.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.35K+ 15.43% |
$194K - $196K
|
25K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.31K+ 1.29% |
$192K - $194K
|
259K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.19KNew |
$185K - $187K
|
3.19K
$185K
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
BUY
|
- |
3.16K+ 1.09% |
$183K - $185K
|
294K
$17.1M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
3.15K+ 5.99% |
$182K - $185K
|
55.7K
$3.24M
|