Purchases and Sales Made in Q4 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-244- 1.01% |
$14.2K - $14.4K
|
23.8K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-277- 0.92% |
$16.1K - $16.3K
|
29.8K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.58% |
$17.4K - $17.7K
|
11.3K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-302- 0.44% |
$17.5K - $17.8K
|
69K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-310- 3.01% |
$18K - $18.3K
|
9.98K
$580K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-320- 0.24% |
$18.6K - $18.8K
|
136K
$7.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347- 10.91% |
$20.1K - $20.4K
|
2.83K
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-349- 0.8% |
$20.2K - $20.5K
|
43K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-361- 7.7% |
$20.9K - $21.3K
|
4.33K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-371- 8.36% |
$21.5K - $21.8K
|
4.07K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-381- 1.58% |
$22.1K - $22.4K
|
23.8K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-407- 2.79% |
$23.6K - $24K
|
14.2K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-407- 9.42% |
$23.6K - $24K
|
3.91K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-410- 21.54% |
$23.8K - $24.1K
|
1.49K
$86.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-430- 6.7% |
$24.9K - $25.3K
|
5.99K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-453- 8.59% |
$26.3K - $26.7K
|
4.82K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-463- 2.98% |
$26.9K - $27.3K
|
15K
$874K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-463- 15.4% |
$26.9K - $27.3K
|
2.54K
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-471- 6.92% |
$27.3K - $27.7K
|
6.34K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-478- 3.56% |
$27.7K - $28.1K
|
12.9K
$751K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-489- 23.35% |
$28.4K - $28.8K
|
1.61K
$93.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-507- 9.58% |
$29.4K - $29.9K
|
4.78K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-512- 1.85% |
$29.7K - $30.1K
|
27.2K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-525- 6.51% |
$30.5K - $30.9K
|
7.53K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-539- 8.6% |
$31.3K - $31.7K
|
5.73K
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-584- 4.87% |
$33.9K - $34.4K
|
11.4K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-594- 8.43% |
$34.5K - $35K
|
6.45K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-602- 7.57% |
$34.9K - $35.4K
|
7.36K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-613- 7.44% |
$35.6K - $36.1K
|
7.63K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-626- 6.24% |
$36.3K - $36.9K
|
9.41K
$547K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-650- 1.65% |
$37.7K - $38.3K
|
38.7K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-673- 24.05% |
$39K - $39.6K
|
2.13K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-677- 4.55% |
$39.3K - $39.9K
|
14.2K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-694- 0.78% |
$40.3K - $40.9K
|
88.5K
$5.14M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-718- 7.74% |
$41.7K - $42.3K
|
8.56K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-756- 94.5% |
$43.9K - $44.5K
|
44
$2.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-803- 2.37% |
$46.6K - $47.3K
|
33K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-828- 1.75% |
$48K - $48.8K
|
46.6K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-957- 12.47% |
$55.5K - $56.3K
|
6.72K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-983- 3.49% |
$57K - $57.9K
|
27.2K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.01K- 2.06% |
$58.7K - $59.6K
|
48.1K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.02K- 7.22% |
$58.9K - $59.8K
|
13K
$758K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.03K- 3.83% |
$60K - $60.9K
|
25.9K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.06K- 8.24% |
$61.5K - $62.4K
|
11.8K
$686K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.08K- 6.97% |
$62.8K - $63.8K
|
14.4K
$839K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.15K- 2.23% |
$66.4K - $67.4K
|
50.2K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.15K- 2.6% |
$66.7K - $67.7K
|
43.1K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.18K- 6.51% |
$68.3K - $69.3K
|
16.9K
$982K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.23K- 4.07% |
$71.1K - $72.1K
|
28.9K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.28K- 81.52% |
$74K - $75.1K
|
289
$16.8K
|