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 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.2KNew |
$768K - $780K
|
13.2K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13.1K+ 9.69% |
$761K - $773K
|
149K
$8.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 238.79% |
$732K - $742K
|
17.9K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
12.4K+ 78.91% |
$720K - $730K
|
28.1K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.9K+ 108.35% |
$688K - $698K
|
22.8K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11.6K+ 6.34% |
$674K - $684K
|
195K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
11.5K+ 11.39% |
$668K - $678K
|
113K
$6.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.1KNew |
$643K - $653K
|
11.1K
$645K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11K+ 7.09% |
$637K - $646K
|
166K
$9.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
10.8KNew |
$626K - $635K
|
10.8K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
10.5K+ 3.13% |
$608K - $617K
|
346K
$20.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10.1K+ 15.27% |
$588K - $597K
|
76.5K
$4.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.1K+ 3.36% |
$585K - $593K
|
310K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
9.8K+ 61.2% |
$568K - $577K
|
25.8K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.76KNew |
$566K - $575K
|
9.76K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
9.57KNew |
$555K - $563K
|
9.57K
$557K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.24K+ 4.53% |
$536K - $544K
|
213K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.22K+ 2.3% |
$535K - $543K
|
410K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
9.17K+ 7.45% |
$532K - $540K
|
132K
$7.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.58KNew |
$498K - $505K
|
8.58K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8.56KNew |
$496K - $504K
|
8.56K
$498K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.54K+ 24.57% |
$496K - $503K
|
43.3K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
8.3KNew |
$481K - $488K
|
8.3K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.15K+ 118.59% |
$473K - $480K
|
15K
$874K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
7.95KNew |
$461K - $468K
|
7.95K
$463K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.85K+ 83.09% |
$456K - $462K
|
17.3K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.76K+ 64.63% |
$450K - $457K
|
19.8K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7.34KNew |
$426K - $432K
|
7.34K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.25K+ 29.0% |
$421K - $427K
|
32.2K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
7.17K+ 8.42% |
$416K - $422K
|
92.4K
$5.38M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
7.16K+ 10.7% |
$415K - $422K
|
74.1K
$4.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.03K+ 25.03% |
$408K - $414K
|
35.1K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.58K+ 20.07% |
$382K - $387K
|
39.4K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.29K+ 4.19% |
$365K - $370K
|
156K
$9.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6.2K+ 2.53% |
$360K - $365K
|
252K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.08K+ 10.28% |
$353K - $358K
|
65.2K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.73K+ 39.15% |
$332K - $337K
|
20.4K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.71K+ 5.34% |
$331K - $336K
|
113K
$6.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.45K+ 55.24% |
$316K - $321K
|
15.3K
$890K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.31K+ 13.9% |
$308K - $313K
|
43.5K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.22K+ 7.78% |
$303K - $307K
|
72.4K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 7.54% |
$302K - $307K
|
74.4K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.12KNew |
$297K - $301K
|
5.12K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
5.08K+ 4.7% |
$295K - $299K
|
113K
$6.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.95K+ 1.29% |
$287K - $292K
|
390K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.77K+ 7.29% |
$277K - $281K
|
70.2K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.7KNew |
$272K - $277K
|
4.7K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.58K+ 1.19% |
$266K - $270K
|
389K
$22.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.49K+ 8.58% |
$261K - $265K
|
56.8K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.47K+ 82.69% |
$259K - $263K
|
9.87K
$574K
|