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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.28K- 1.03% |
$74K - $75.1K
|
122K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.29K- 31.43% |
$75K - $76.1K
|
2.82K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.31K- 2.15% |
$76.1K - $77.2K
|
59.7K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 13.85% |
$81.5K - $82.7K
|
8.74K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.41K- 10.62% |
$81.9K - $83.1K
|
11.9K
$690K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-1.48K- 55.86% |
$86K - $87.3K
|
1.17K
$68.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.5K- 39.66% |
$87.3K - $88.6K
|
2.29K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.54K- 3.39% |
$89.1K - $90.4K
|
43.8K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.55K- 13.92% |
$90K - $91.3K
|
9.59K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.6K- 17.01% |
$92.8K - $94.2K
|
7.8K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.66K- 0.39% |
$96.4K - $97.9K
|
425K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 6.3% |
$100K - $102K
|
25.7K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.73K- 7.46% |
$101K - $102K
|
21.5K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.75K- 21.06% |
$102K - $103K
|
6.56K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.77K- 5.48% |
$103K - $104K
|
30.6K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.8K- 21.05% |
$104K - $106K
|
6.74K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.83K- 3.83% |
$106K - $108K
|
46K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.87K- 1.89% |
$108K - $110K
|
97.2K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.9K- 11.35% |
$110K - $112K
|
14.8K
$860K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 17.97% |
$112K - $113K
|
8.78K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.95K- 11.52% |
$113K - $115K
|
15K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2K- 1.45% |
$116K - $118K
|
136K
$7.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.06K- 5.92% |
$119K - $121K
|
32.7K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 29.71% |
$121K - $123K
|
4.94K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.1K- 8.82% |
$122K - $123K
|
21.7K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$122K - $124K
|
29.3K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 2.2% |
$124K - $126K
|
94.8K
$5.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.16K- 8.88% |
$125K - $127K
|
22.1K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.21K- 27.71% |
$128K - $130K
|
5.78K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.23K- 4.69% |
$130K - $132K
|
45.4K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.25K- 7.15% |
$130K - $132K
|
29.2K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 16.71% |
$132K - $134K
|
11.3K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.38K- 12.64% |
$138K - $140K
|
16.4K
$954K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.4K- 7.2% |
$139K - $141K
|
30.9K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.65K- 9.37% |
$154K - $156K
|
25.7K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.77K- 7.79% |
$161K - $163K
|
32.8K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.78K- 32.32% |
$161K - $163K
|
5.81K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-2.86K- 1.17% |
$166K - $168K
|
242K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.87K- 16.91% |
$167K - $169K
|
14.1K
$820K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 16.64% |
$173K - $176K
|
15K
$869K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3K- 10.81% |
$174K - $177K
|
24.8K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.02K- 5.36% |
$175K - $178K
|
53.4K
$3.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-3.1K- 16.9% |
$180K - $183K
|
15.3K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.13K- 3.83% |
$182K - $185K
|
78.8K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.19K- 4.74% |
$185K - $188K
|
64.1K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-3.28K- 34.12% |
$190K - $193K
|
6.34K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.44K- 7.84% |
$199K - $202K
|
40.4K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.53K- 10.04% |
$205K - $208K
|
31.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.55K- 16.18% |
$206K - $209K
|
18.4K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.66K- 3.98% |
$212K - $216K
|
88.2K
$5.12M
|