Purchases and Sales Made in Q2 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-433- 2.16% |
$24.9K - $25.1K
|
19.6K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-435- 0.48% |
$25K - $25.2K
|
90.6K
$5.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-461- 39.13% |
$26.5K - $26.7K
|
717
$41.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-504- 4.04% |
$29K - $29.2K
|
12K
$699K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-507- 9.98% |
$29.2K - $29.4K
|
4.57K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-538- 1.77% |
$31K - $31.2K
|
29.9K
$1.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-552- 4.18% |
$31.8K - $32K
|
12.6K
$738K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-553- 24.64% |
$31.8K - $32.1K
|
1.69K
$98.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-571- 1.44% |
$32.9K - $33.1K
|
39.2K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-594- 26.72% |
$34.2K - $34.5K
|
1.63K
$95.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-599- 10.33% |
$34.5K - $34.7K
|
5.2K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-651- 0.65% |
$37.5K - $37.8K
|
99.1K
$5.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-666- 1.29% |
$38.3K - $38.6K
|
51.1K
$2.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-683- 4.75% |
$39.3K - $39.6K
|
13.7K
$800K
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-693- 0.37% |
$39.9K - $40.2K
|
188K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-700- 55.56% |
$40.3K - $40.6K
|
560
$32.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-710- 1.41% |
$40.9K - $41.2K
|
49.8K
$2.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-743- 12.97% |
$42.8K - $43.1K
|
4.98K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-794- 1.36% |
$45.7K - $46.1K
|
57.8K
$3.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-808- 4.96% |
$46.5K - $46.9K
|
15.5K
$903K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-839- 11.35% |
$48.3K - $48.7K
|
6.55K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-847- 5.03% |
$48.7K - $49.1K
|
16K
$935K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-855- 93.75% |
$49.2K - $49.6K
|
57
$3.33K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-869- 1.97% |
$50K - $50.4K
|
43.2K
$2.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-885- 14.23% |
$50.9K - $51.3K
|
5.33K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-897- 1.0% |
$51.6K - $52K
|
88.5K
$5.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-903- 3.59% |
$52K - $52.4K
|
24.2K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-923- 28.94% |
$53.1K - $53.5K
|
2.27K
$132K
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-950- 21.11% |
$54.7K - $55.1K
|
3.55K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-952- 9.27% |
$54.8K - $55.2K
|
9.32K
$544K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-975- 3.58% |
$56.1K - $56.6K
|
26.3K
$1.54M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-978- 4.07% |
$56.3K - $56.7K
|
23K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-1.03K- 2.05% |
$59.4K - $59.9K
|
49.3K
$2.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.07K- 16.97% |
$61.8K - $62.2K
|
5.25K
$307K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.09K- 7.18% |
$62.6K - $63K
|
14K
$820K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.09K- 9.99% |
$62.8K - $63.3K
|
9.84K
$575K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.13K- 0.75% |
$64.8K - $65.3K
|
148K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.21K- 13.82% |
$69.5K - $70K
|
7.53K
$440K
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.21K- 22.92% |
$69.8K - $70.4K
|
4.08K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.28K- 93.38% |
$73.8K - $74.4K
|
91
$5.32K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.3K- 6.5% |
$74.6K - $75.2K
|
18.6K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.3K- 15.76% |
$74.6K - $75.2K
|
6.93K
$405K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.3K- 4.56% |
$74.6K - $75.2K
|
27.2K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.33K- 0.76% |
$76.3K - $76.9K
|
172K
$10.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.33K- 24.78% |
$76.7K - $77.3K
|
4.04K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.36K- 21.85% |
$78.4K - $79.1K
|
4.88K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.44K- 26.4% |
$82.6K - $83.2K
|
4K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.44K- 0.57% |
$83.1K - $83.8K
|
253K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.46K- 8.83% |
$83.7K - $84.4K
|
15K
$877K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.48K- 24.61% |
$84.9K - $85.6K
|
4.52K
$264K
|