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
|
Family Management Corp
New York, NY |
BUY
|
- |
512+ 320.0% |
$29.6K - $30.3K
|
672
$39K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
506New |
$29.2K - $29.9K
|
506
$29.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
502New |
$29K - $29.7K
|
502
$29.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
500+ 2.23% |
$28.9K - $29.6K
|
22.9K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
500+ 5.75% |
$28.9K - $29.6K
|
9.2K
$534K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
484+ 3.81% |
$27.9K - $28.6K
|
13.2K
$765K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
456+ 7.18% |
$26.3K - $27K
|
6.81K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
441+ 1.07% |
$25.5K - $26.1K
|
41.5K
$2.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
431+ 5.22% |
$24.9K - $25.5K
|
8.69K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
414New |
$23.9K - $24.5K
|
414
$24K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
404+ 7.34% |
$23.3K - $23.9K
|
5.91K
$343K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
395New |
$22.8K - $23.4K
|
395
$22.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
388+ 9.6% |
$22.4K - $22.9K
|
4.43K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
363+ 2.83% |
$21K - $21.5K
|
13.2K
$765K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
344+ 55.57% |
$19.9K - $20.3K
|
963
$55.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
328+ 9.11% |
$18.9K - $19.4K
|
3.93K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
310New |
$17.9K - $18.3K
|
310
$18K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 5.35% |
$17.4K - $17.8K
|
5.93K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
297+ 1.62% |
$17.1K - $17.6K
|
18.6K
$1.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
289+ 22.67% |
$16.7K - $17.1K
|
1.56K
$90.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
282+ 2.15% |
$16.3K - $16.7K
|
13.4K
$779K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
282+ 23.86% |
$16.3K - $16.7K
|
1.46K
$84.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
257New |
$14.8K - $15.2K
|
257
$14.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
249+ 51.23% |
$14.4K - $14.7K
|
735
$42.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
242New |
$14K - $14.3K
|
242
$14K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
240+ 1.06% |
$13.9K - $14.2K
|
22.8K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
232+ 2.36% |
$13.4K - $13.7K
|
10.1K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
220+ 36.67% |
$12.7K - $13K
|
820
$47.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
198+ 0.86% |
$11.4K - $11.7K
|
23.2K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
188+ 0.37% |
$10.9K - $11.1K
|
51.3K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
187+ 1.0% |
$10.8K - $11.1K
|
18.9K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
179+ 1.06% |
$10.3K - $10.6K
|
17.1K
$993K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
171+ 0.8% |
$9.87K - $10.1K
|
21.5K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
154+ 1.01% |
$8.89K - $9.11K
|
15.5K
$896K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
153+ 0.56% |
$8.83K - $9.05K
|
27.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
147+ 2.18% |
$8.49K - $8.69K
|
6.9K
$400K
|
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
130+ 1.69% |
$7.51K - $7.69K
|
7.81K
$453K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
126+ 4.98% |
$7.28K - $7.45K
|
2.66K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.01% |
$6.58K - $6.74K
|
11.4K
$660K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
113+ 1.03% |
$6.52K - $6.68K
|
11.1K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
112+ 1.62% |
$6.47K - $6.62K
|
7.05K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
102New |
$5.89K - $6.03K
|
102
$5.92K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
98+ 2.41% |
$5.66K - $5.79K
|
4.16K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
93+ 2.13% |
$5.37K - $5.5K
|
4.46K
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
91+ 0.29% |
$5.25K - $5.38K
|
31.7K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
88+ 1.99% |
$5.08K - $5.2K
|
4.52K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
86+ 0.78% |
$4.97K - $5.09K
|
11.1K
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80+ 1.89% |
$4.62K - $4.73K
|
4.32K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
76+ 1.07% |
$4.39K - $4.49K
|
7.16K
$415K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
69+ 1.07% |
$3.98K - $4.08K
|
6.51K
$378K
|