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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-59.3K- 75.95% |
$3.43M - $3.51M
|
18.8K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-59.5K- 37.51% |
$3.43M - $3.52M
|
99K
$5.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-89.6K- 10.56% |
$5.18M - $5.3M
|
760K
$44.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89.8K- 20.18% |
$5.19M - $5.31M
|
355K
$20.6M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-97K- 23.06% |
$5.6M - $5.74M
|
324K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-104K- 75.15% |
$6.02M - $6.16M
|
34.5K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-105K- 5.29% |
$6.07M - $6.21M
|
1.88M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-107K- 65.51% |
$6.18M - $6.33M
|
56.4K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-120K- 12.03% |
$6.91M - $7.08M
|
875K
$50.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-150K- 16.61% |
$8.64M - $8.84M
|
751K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158K- 12.26% |
$9.15M - $9.37M
|
1.13M
$65.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-159K- 8.8% |
$9.2M - $9.43M
|
1.65M
$95.9M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-165K- 97.69% |
$9.51M - $9.73M
|
3.89K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-188K- 10.88% |
$10.8M - $11.1M
|
1.54M
$89.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-197K- 17.2% |
$11.4M - $11.7M
|
949K
$55M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-206K- 17.49% |
$11.9M - $12.2M
|
973K
$56.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-224K- 72.26% |
$12.9M - $13.2M
|
85.8K
$4.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-225K- 34.65% |
$13M - $13.3M
|
425K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-306K- 21.96% |
$17.7M - $18.1M
|
1.09M
$63.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-342K- 92.57% |
$19.8M - $20.2M
|
27.5K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-350K- 87.45% |
$20.2M - $20.7M
|
50.2K
$2.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-351K- 99.66% |
$20.3M - $20.7M
|
1.18K
$68.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-365K- 63.55% |
$21.1M - $21.6M
|
209K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-387K- 1.85% |
$22.3M - $22.9M
|
20.6M
$1.19B
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-425K- 35.0% |
$24.5M - $25.1M
|
789K
$45.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-501K- 15.72% |
$28.9M - $29.6M
|
2.69M
$156M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-975K- 94.23% |
$56.3M - $57.6M
|
59.6K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 15.95% |
$73.6M - $75.4M
|
6.72M
$390M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.55M- 23.61% |
$89.6M - $91.8M
|
5.02M
$291M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1.74M- 99.73% |
$101M - $103M
|
4.69K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.54M- 44.28% |
$147M - $150M
|
3.2M
$185M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.15M- 26.52% |
$297M - $305M
|
14.3M
$828M
|