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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.7K- 26.86% |
$214K - $218K
|
10.1K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-3.7K- 2.28% |
$215K - $218K
|
159K
$9.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.87K- 8.46% |
$224K - $228K
|
41.9K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 5.52% |
$249K - $253K
|
73.5K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Shah Capital Management
|
SELL
|
- |
-4.61K- 1.9% |
$267K - $271K
|
238K
$13.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.82K- 1.62% |
$280K - $284K
|
292K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-4.87K- 3.41% |
$283K - $287K
|
138K
$8.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.16K- 10.7% |
$300K - $304K
|
43.1K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-5.22K- 5.08% |
$303K - $307K
|
97.6K
$5.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 12.82% |
$305K - $309K
|
35.7K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.33K- 1.38% |
$309K - $314K
|
381K
$22.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.45K- 13.82% |
$316K - $321K
|
34K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.46K- 13.11% |
$317K - $321K
|
36.2K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.64K- 4.51% |
$327K - $332K
|
119K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6.38K- 80.56% |
$370K - $376K
|
1.54K
$89.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.61K- 0.17% |
$384K - $389K
|
3.86M
$224M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.67K- 3.3% |
$387K - $393K
|
195K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.09K- 6.57% |
$411K - $417K
|
101K
$5.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-7.18K- 20.84% |
$417K - $423K
|
27.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.59K- 39.13% |
$441K - $447K
|
11.8K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.76K- 52.17% |
$450K - $457K
|
7.11K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-7.81K- 18.5% |
$453K - $460K
|
34.4K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-8.4K- 3.76% |
$487K - $495K
|
215K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.15K- 12.23% |
$531K - $539K
|
65.7K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.33K- 7.18% |
$542K - $550K
|
121K
$7.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-9.66K- 17.91% |
$561K - $569K
|
44.3K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-9.69K- 1.93% |
$562K - $570K
|
493K
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10.3K- 3.94% |
$596K - $605K
|
250K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 9.09% |
$600K - $608K
|
103K
$6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-10.4K- 52.75% |
$601K - $610K
|
9.27K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.6K- 0.52% |
$618K - $627K
|
2.05M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10.7K- 1.41% |
$620K - $630K
|
750K
$43.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 19.65% |
$632K - $642K
|
44.6K
$2.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 32.2% |
$649K - $658K
|
23.5K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-11.3K- 15.32% |
$656K - $666K
|
62.5K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 6.67% |
$667K - $677K
|
161K
$9.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-12.4K- 16.09% |
$719K - $729K
|
64.6K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-12.7K- 29.25% |
$737K - $748K
|
30.7K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.7K- 25.97% |
$739K - $750K
|
36.3K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-12.9K- 23.55% |
$750K - $761K
|
42K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.1K- 20.93% |
$760K - $771K
|
49.5K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-13.1K- 4.71% |
$760K - $771K
|
265K
$15.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.3K- 14.05% |
$772K - $783K
|
81.4K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.4K- 27.8% |
$777K - $788K
|
34.8K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.6K- 6.96% |
$792K - $804K
|
183K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.1K- 49.65% |
$816K - $828K
|
14.3K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.1K- 59.17% |
$816K - $829K
|
9.71K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.2K- 43.55% |
$826K - $838K
|
18.5K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-14.4K- 71.57% |
$838K - $850K
|
5.74K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
SELL
|
- |
-14.8K- 7.88% |
$856K - $869K
|
173K
$10M
|