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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.2K- 6.03% |
$883K - $896K
|
237K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.5K- 29.25% |
$898K - $911K
|
37.4K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
SELL
|
- |
-15.5K- 10.71% |
$902K - $915K
|
130K
$7.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-15.6K- 98.48% |
$903K - $917K
|
240
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-16.1K- 17.72% |
$933K - $947K
|
74.6K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-16.4K- 59.56% |
$951K - $965K
|
11.1K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-17.4K- 20.98% |
$1.01M - $1.02M
|
65.5K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-18K- 10.23% |
$1.04M - $1.06M
|
158K
$9.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-19.2K- 2.43% |
$1.12M - $1.13M
|
773K
$44.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-19.6K- 13.27% |
$1.14M - $1.16M
|
128K
$7.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.4K- 32.08% |
$1.24M - $1.26M
|
45.4K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 99.35% |
$1.27M - $1.29M
|
142
$8.25K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-22.3K- 68.22% |
$1.29M - $1.31M
|
10.4K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-23.5K- 16.01% |
$1.36M - $1.38M
|
123K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-25.1K- 66.01% |
$1.46M - $1.48M
|
13K
$753K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-25.6K- 67.06% |
$1.48M - $1.51M
|
12.6K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-25.9K- 6.13% |
$1.5M - $1.53M
|
397K
$23.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-26.8K- 17.0% |
$1.56M - $1.58M
|
131K
$7.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-26.9K- 84.94% |
$1.56M - $1.59M
|
4.78K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30.4K- 18.83% |
$1.77M - $1.79M
|
131K
$7.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-32.9K- 3.12% |
$1.91M - $1.94M
|
1.02M
$59.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 9.54% |
$1.97M - $2M
|
321K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-44.4K- 82.6% |
$2.58M - $2.61M
|
9.36K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-44.9K- 67.84% |
$2.61M - $2.64M
|
21.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-45.9K- 34.28% |
$2.67M - $2.71M
|
88.1K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-46K- 65.02% |
$2.67M - $2.71M
|
24.7K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-56K- 38.11% |
$3.25M - $3.3M
|
91K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-57.5K- 84.77% |
$3.34M - $3.38M
|
10.3K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-64.2K- 90.38% |
$3.72M - $3.78M
|
6.83K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65.4K- 15.4% |
$3.79M - $3.85M
|
359K
$20.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-67K- 69.29% |
$3.89M - $3.95M
|
29.7K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-67.7K- 44.35% |
$3.93M - $3.98M
|
84.9K
$4.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-67.8K- 78.99% |
$3.93M - $3.99M
|
18K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-71.7K- 41.17% |
$4.16M - $4.22M
|
102K
$5.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-81.3K- 7.85% |
$4.71M - $4.78M
|
953K
$55.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83.3K- 15.15% |
$4.84M - $4.91M
|
467K
$27.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-90K- 32.87% |
$5.22M - $5.3M
|
184K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-94K- 34.4% |
$5.45M - $5.53M
|
179K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-111K- 51.02% |
$6.46M - $6.55M
|
107K
$6.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-113K- 69.31% |
$6.53M - $6.63M
|
49.9K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-120K- 28.64% |
$6.93M - $7.04M
|
298K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-124K- 42.6% |
$7.22M - $7.32M
|
168K
$9.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-125K- 52.73% |
$7.24M - $7.35M
|
112K
$6.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-144K- 96.36% |
$8.38M - $8.51M
|
5.46K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-151K- 52.64% |
$8.77M - $8.91M
|
136K
$7.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-153K- 86.95% |
$8.88M - $9.02M
|
23K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-172K- 83.87% |
$9.97M - $10.1M
|
33K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-177K- 7.22% |
$10.3M - $10.4M
|
2.28M
$132M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-206K- 98.34% |
$11.9M - $12.1M
|
3.48K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-242K- 24.75% |
$14.1M - $14.3M
|
737K
$42.8M
|