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 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.27% |
$1.15K - $1.18K
|
7.44K
$431K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 0.5% |
$1.91K - $1.95K
|
6.52K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-42- 0.23% |
$2.43K - $2.48K
|
18.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-45- 15.0% |
$2.6K - $2.66K
|
255
$14.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-45- 0.62% |
$2.6K - $2.66K
|
7.21K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-45- 0.34% |
$2.6K - $2.66K
|
13.3K
$771K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-49- 0.31% |
$2.83K - $2.9K
|
16K
$927K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-62- 0.13% |
$3.58K - $3.67K
|
47.6K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-63- 0.32% |
$3.64K - $3.73K
|
19.9K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-67- 2.12% |
$3.87K - $3.96K
|
3.09K
$179K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 3.79% |
$4.04K - $4.14K
|
1.78K
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-85- 0.39% |
$4.91K - $5.03K
|
21.9K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-90- 0.95% |
$5.2K - $5.32K
|
9.4K
$546K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-97- 0.3% |
$5.6K - $5.74K
|
32.3K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-98- 1.42% |
$5.66K - $5.79K
|
6.83K
$396K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-112- 6.88% |
$6.47K - $6.62K
|
1.52K
$88K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-120- 14.71% |
$6.93K - $7.1K
|
696
$40.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-124- 1.49% |
$7.16K - $7.33K
|
8.22K
$477K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-133- 1.27% |
$7.68K - $7.86K
|
10.3K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-141- 0.19% |
$8.14K - $8.34K
|
74K
$4.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-143- 3.35% |
$8.26K - $8.46K
|
4.13K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 4.5% |
$8.66K - $8.87K
|
3.18K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-157- 2.07% |
$9.07K - $9.28K
|
7.44K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-159- 1.22% |
$9.18K - $9.4K
|
12.9K
$747K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-165- 3.09% |
$9.53K - $9.76K
|
5.17K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-167- 0.25% |
$9.64K - $9.87K
|
66.2K
$3.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-170- 1.63% |
$9.82K - $10.1K
|
10.3K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-200- 1.69% |
$11.5K - $11.8K
|
11.6K
$676K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-203- 0.51% |
$11.7K - $12K
|
39.4K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-215- 7.15% |
$12.4K - $12.7K
|
2.79K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-233- 9.7% |
$13.5K - $13.8K
|
2.17K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-242- 14.84% |
$14K - $14.3K
|
1.39K
$80.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-257- 0.29% |
$14.8K - $15.2K
|
89.2K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-259- 5.15% |
$15K - $15.3K
|
4.77K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-263- 2.94% |
$15.2K - $15.6K
|
8.67K
$503K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-267- 2.02% |
$15.4K - $15.8K
|
12.9K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-283- 1.28% |
$16.3K - $16.7K
|
21.9K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-300- 5.74% |
$17.3K - $17.7K
|
4.93K
$286K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-340- 2.35% |
$19.6K - $20.1K
|
14.1K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-345- 0.43% |
$19.9K - $20.4K
|
79.1K
$4.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-351- 0.71% |
$20.3K - $20.8K
|
49K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-354- 0.63% |
$20.4K - $20.9K
|
55.8K
$3.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-356- 15.76% |
$20.6K - $21.1K
|
1.9K
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-377- 33.75% |
$21.8K - $22.3K
|
740
$42.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-379- 2.75% |
$21.9K - $22.4K
|
13.4K
$778K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-400- 2.72% |
$23.1K - $23.7K
|
14.3K
$830K
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-405- 0.28% |
$23.4K - $23.9K
|
146K
$8.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-416- 7.4% |
$24K - $24.6K
|
5.21K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-417- 8.8% |
$24.1K - $24.7K
|
4.32K
$251K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-426- 13.86% |
$24.6K - $25.2K
|
2.65K
$154K
|