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 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
34.4KNew |
$2M - $2.02M
|
34.4K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 4.98% |
$1.93M - $1.96M
|
701K
$40.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32.8K+ 55.01% |
$1.9M - $1.93M
|
92.4K
$5.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
32.7K+ 4.3% |
$1.9M - $1.92M
|
792K
$46.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.9K+ 4.29% |
$1.79M - $1.82M
|
750K
$43.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.8K+ 3.63% |
$1.79M - $1.82M
|
881K
$51.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
29.8KNew |
$1.73M - $1.75M
|
29.8K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 3.44% |
$1.71M - $1.74M
|
888K
$51.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
29.1K+ 14.74% |
$1.69M - $1.72M
|
227K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
28.5KNew |
$1.65M - $1.68M
|
28.5K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
27.2K+ 6.53% |
$1.58M - $1.6M
|
443K
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
26.4K+ 3.91% |
$1.53M - $1.55M
|
701K
$40.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26.3K+ 6.77% |
$1.53M - $1.55M
|
415K
$24.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
25.4KNew |
$1.47M - $1.49M
|
25.4K
$1.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24.9K+ 967.47% |
$1.44M - $1.46M
|
27.4K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.7K+ 14.99% |
$1.43M - $1.45M
|
190K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
24.6K+ 2.26% |
$1.43M - $1.45M
|
1.11M
$64.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.4KNew |
$1.41M - $1.43M
|
24.4K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.1K+ 134.64% |
$1.4M - $1.42M
|
41.9K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.37M - $1.39M
|
23.7K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3K+ 32.94% |
$1.35M - $1.37M
|
94.1K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
22.9KNew |
$1.33M - $1.35M
|
22.9K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 26.03% |
$1.29M - $1.31M
|
108K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$1.26M - $1.28M
|
21.8K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
21.7K+ 6.94% |
$1.26M - $1.28M
|
334K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21.3K+ 3.22% |
$1.23M - $1.25M
|
682K
$39.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.21M - $1.23M
|
20.8K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 5.79% |
$1.14M - $1.16M
|
359K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
19.4KNew |
$1.13M - $1.14M
|
19.4K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.6K+ 182.09% |
$1.08M - $1.09M
|
28.8K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
18.5K+ 9.79% |
$1.07M - $1.09M
|
207K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.3K+ 23.16% |
$1.06M - $1.08M
|
97.4K
$5.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.2K+ 267.49% |
$1.05M - $1.07M
|
25K
$1.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
18K+ 2.01% |
$1.05M - $1.06M
|
915K
$53.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
18K+ 130.99% |
$1.04M - $1.06M
|
31.7K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
17.6K+ 2.32% |
$1.02M - $1.03M
|
773K
$45M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.4KNew |
$1.01M - $1.02M
|
17.4K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17K+ 12.53% |
$988K - $1M
|
153K
$8.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 11.84% |
$945K - $959K
|
154K
$8.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
16.2KNew |
$941K - $955K
|
16.2K
$943K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
16.1K+ 10.82% |
$937K - $950K
|
165K
$9.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 135.9% |
$931K - $945K
|
27.9K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 2.67% |
$877K - $890K
|
582K
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.7K+ 36.76% |
$851K - $864K
|
54.6K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.3K+ 76.47% |
$832K - $845K
|
33.1K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 4.75% |
$832K - $844K
|
317K
$18.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
13.9K+ 3.97% |
$807K - $819K
|
364K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13.8K+ 3.14% |
$802K - $814K
|
453K
$26.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
13.7KNew |
$794K - $806K
|
13.7K
$796K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.2KNew |
$768K - $780K
|
13.2K
$770K
|