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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
412+ 2.44% |
$23.7K - $23.9K
|
17.3K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
404+ 6.06% |
$23.3K - $23.4K
|
7.07K
$412K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
402+ 10.73% |
$23.1K - $23.3K
|
4.15K
$242K
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
399+ 2.54% |
$23K - $23.1K
|
16.1K
$938K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
396+ 5.96% |
$22.8K - $23K
|
7.04K
$411K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
387+ 166.81% |
$22.3K - $22.4K
|
619
$36.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
361+ 0.27% |
$20.8K - $20.9K
|
132K
$7.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
329+ 41.75% |
$18.9K - $19.1K
|
1.12K
$65.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
327+ 0.69% |
$18.8K - $19K
|
47.6K
$2.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
325+ 11.46% |
$18.7K - $18.9K
|
3.16K
$184K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
304+ 4.61% |
$17.5K - $17.6K
|
6.9K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
274+ 1.42% |
$15.8K - $15.9K
|
19.6K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
267+ 5.58% |
$15.4K - $15.5K
|
5.05K
$294K
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
252+ 1.13% |
$14.5K - $14.6K
|
22.5K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
235+ 40.45% |
$13.5K - $13.6K
|
816
$47.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
215+ 4.29% |
$12.4K - $12.5K
|
5.23K
$305K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
209New |
$12K - $12.1K
|
209
$12.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
203+ 1.88% |
$11.7K - $11.8K
|
11K
$641K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
199+ 1.19% |
$11.5K - $11.5K
|
16.9K
$987K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
197+ 1.66% |
$11.3K - $11.4K
|
12K
$702K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
186New |
$10.7K - $10.8K
|
186
$10.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
180+ 3.37% |
$10.4K - $10.4K
|
5.51K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
172+ 2.83% |
$9.9K - $9.98K
|
6.26K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
166+ 0.25% |
$9.55K - $9.63K
|
66.4K
$3.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
163+ 11.01% |
$9.38K - $9.45K
|
1.64K
$95.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
163+ 16.0% |
$9.38K - $9.45K
|
1.18K
$68.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
150+ 0.79% |
$8.63K - $8.7K
|
19.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
149+ 0.55% |
$8.57K - $8.64K
|
27.2K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
148+ 1.05% |
$8.52K - $8.58K
|
14.3K
$831K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
135+ 1.5% |
$7.77K - $7.83K
|
9.11K
$531K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
130+ 76.47% |
$7.48K - $7.54K
|
300
$17.5K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
126+ 0.14% |
$7.25K - $7.31K
|
89.2K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
121+ 0.01% |
$6.96K - $7.02K
|
1.18M
$68.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
103+ 2.46% |
$5.93K - $5.97K
|
4.29K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
101+ 1.23% |
$5.81K - $5.86K
|
8.34K
$486K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
99+ 9.73% |
$5.7K - $5.74K
|
1.12K
$65.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
94New |
$5.41K - $5.45K
|
94
$5.48K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88+ 0.11% |
$5.06K - $5.1K
|
77.4K
$4.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
86+ 8.29% |
$4.95K - $4.99K
|
1.12K
$65.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
85+ 3.2% |
$4.89K - $4.93K
|
2.74K
$160K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
83+ 0.76% |
$4.78K - $4.81K
|
11K
$642K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
79+ 0.82% |
$4.55K - $4.58K
|
9.72K
$567K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
78+ 0.66% |
$4.49K - $4.52K
|
11.8K
$691K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
76+ 0.16% |
$4.37K - $4.41K
|
48.2K
$2.81M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
73+ 1.04% |
$4.2K - $4.23K
|
7.08K
$413K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.14K - $4.18K
|
72
$4.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
70+ 0.56% |
$4.03K - $4.06K
|
12.5K
$728K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
67+ 1.05% |
$3.86K - $3.89K
|
6.44K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 103.17% |
$3.74K - $3.77K
|
128
$7.46K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
62New |
$3.57K - $3.6K
|
62
$3.62K
|