Purchases and Sales Made in Q3 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
2.06MNew |
$119M - $122M
|
2.06M
$120M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.05M+ 19321.29% |
$60.8M - $62.3M
|
1.06M
$61.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
953K+ 33.66% |
$55M - $56.3M
|
3.78M
$220M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
904K+ 1206.61% |
$52.2M - $53.5M
|
979K
$57M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
894K+ 6213.32% |
$51.6M - $52.9M
|
909K
$52.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
737K+ 2126.18% |
$42.5M - $43.6M
|
771K
$44.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
663K+ 14.0% |
$38.3M - $39.2M
|
5.4M
$314M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
501K+ 64.34% |
$28.9M - $29.6M
|
1.28M
$74.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
483KNew |
$27.9M - $28.5M
|
483K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
472K+ 2026.08% |
$27.2M - $27.9M
|
495K
$28.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
421K+ 9.29% |
$24.3M - $24.9M
|
4.95M
$288M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
415K+ 6.72% |
$24M - $24.6M
|
6.59M
$384M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
382K+ 24.64% |
$22.1M - $22.6M
|
1.93M
$113M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
360K+ 119.5% |
$20.8M - $21.3M
|
661K
$38.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
346KNew |
$20M - $20.5M
|
346K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
328K+ 4.8% |
$19M - $19.4M
|
7.17M
$418M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
317K+ 13.92% |
$18.3M - $18.7M
|
2.59M
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
305K+ 40.64% |
$17.6M - $18M
|
1.05M
$61.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
301K+ 5954.06% |
$17.4M - $17.8M
|
306K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
296K+ 335.07% |
$17.1M - $17.5M
|
385K
$22.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292K+ 8.18% |
$16.9M - $17.3M
|
3.86M
$225M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
273KNew |
$15.8M - $16.2M
|
273K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
272K+ 17.51% |
$15.7M - $16.1M
|
1.83M
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
258K+ 8.29% |
$14.9M - $15.3M
|
3.38M
$197M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
242K+ 8890.27% |
$14M - $14.3M
|
245K
$14.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
241K+ 567.17% |
$13.9M - $14.3M
|
284K
$16.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
234K+ 17.09% |
$13.5M - $13.8M
|
1.6M
$93.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
230K+ 248.92% |
$13.3M - $13.6M
|
322K
$18.8M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
211K+ 333.16% |
$12.2M - $12.5M
|
274K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
207K+ 94.55% |
$12M - $12.3M
|
426K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197K+ 28.04% |
$11.4M - $11.6M
|
898K
$52.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
179K+ 74.86% |
$10.3M - $10.6M
|
417K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
172KNew |
$9.95M - $10.2M
|
172K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
165K+ 4606.37% |
$9.53M - $9.76M
|
169K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
148KNew |
$8.54M - $8.74M
|
148K
$8.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
130K+ 768.9% |
$7.51M - $7.69M
|
147K
$8.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
129K+ 5.34% |
$7.43M - $7.61M
|
2.54M
$148M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125K+ 12.16% |
$7.2M - $7.37M
|
1.15M
$67M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
125K+ 18.29% |
$7.19M - $7.36M
|
805K
$46.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
121K+ 5.16% |
$6.96M - $7.13M
|
2.46M
$143M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$6.56M - $6.72M
|
114K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
112K+ 5.75% |
$6.47M - $6.62M
|
2.06M
$120M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
105K+ 5.82% |
$6.03M - $6.18M
|
1.9M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
104K+ 2.66% |
$5.98M - $6.13M
|
3.99M
$233M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
103KNew |
$5.94M - $6.08M
|
103K
$5.99M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
97.1K+ 2745.01% |
$5.61M - $5.74M
|
101K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
94.3K+ 30.98% |
$5.44M - $5.57M
|
398K
$23.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
85K+ 109.81% |
$4.91M - $5.03M
|
162K
$9.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
83.2K+ 89.56% |
$4.8M - $4.92M
|
176K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
80.6K+ 104.13% |
$4.65M - $4.76M
|
158K
$9.2M
|