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
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
87+ 2.09% |
$5.05K - $5.12K
|
4.25K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
85+ 2.42% |
$4.93K - $5K
|
3.6K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
85+ 0.1% |
$4.93K - $5K
|
85.2K
$4.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
82+ 0.81% |
$4.76K - $4.83K
|
10.2K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
81+ 1.4% |
$4.7K - $4.77K
|
5.87K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
70+ 1.41% |
$4.06K - $4.12K
|
5.05K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
44+ 0.31% |
$2.55K - $2.59K
|
14.4K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 0.5% |
$2.32K - $2.36K
|
8.08K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
38+ 1.04% |
$2.2K - $2.24K
|
3.68K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
36+ 0.36% |
$2.09K - $2.12K
|
10.1K
$590K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.33K - $1.35K
|
9.78K
$571K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.37% |
$1.16K - $1.18K
|
1.48K
$86.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
19New |
$1.1K - $1.12K
|
19
$1.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.81% |
$348 - $353
|
746
$43.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$232 - $236
|
773
$45.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.49% |
$232 - $236
|
823
$48.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$58 - $58.9
|
1
$58.4
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 1.69% |
$58 - $58.9
|
58
$3.39K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 1.15% |
$58 - $58.9
|
86
$5.02K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 22.73% |
$290 - $294
|
17
$993
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-33- 1.08% |
$1.91K - $1.94K
|
3.01K
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-33- 7.48% |
$1.91K - $1.94K
|
408
$23.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.8% |
$2.15K - $2.18K
|
4.59K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 2.25% |
$2.32K - $2.36K
|
1.74K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-52- 1.59% |
$3.02K - $3.06K
|
3.21K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-53- 1.32% |
$3.08K - $3.12K
|
3.96K
$231K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-55- 1.41% |
$3.19K - $3.24K
|
3.85K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-74- 0.56% |
$4.29K - $4.36K
|
13.1K
$766K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-88- 5.8% |
$5.11K - $5.18K
|
1.43K
$83.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-108- 1.66% |
$6.27K - $6.36K
|
6.41K
$374K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-126- 0.7% |
$7.31K - $7.42K
|
17.9K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-135- 0.16% |
$7.83K - $7.95K
|
83.5K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-143- 1.29% |
$8.3K - $8.42K
|
11K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-154- 4.28% |
$8.94K - $9.07K
|
3.44K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-174- 0.36% |
$10.1K - $10.2K
|
48.7K
$2.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-224- 7.52% |
$13K - $13.2K
|
2.75K
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-235- 5.0% |
$13.6K - $13.8K
|
4.46K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-244- 1.01% |
$14.2K - $14.4K
|
23.8K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-277- 0.92% |
$16.1K - $16.3K
|
29.8K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-300- 2.58% |
$17.4K - $17.7K
|
11.3K
$663K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-302- 0.44% |
$17.5K - $17.8K
|
69K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-310- 3.01% |
$18K - $18.3K
|
9.98K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-320- 0.24% |
$18.6K - $18.8K
|
136K
$7.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-347- 10.91% |
$20.1K - $20.4K
|
2.83K
$165K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-349- 0.8% |
$20.2K - $20.5K
|
43K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-407- 2.79% |
$23.6K - $24K
|
14.2K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-410- 21.54% |
$23.8K - $24.1K
|
1.49K
$87.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-463- 2.98% |
$26.9K - $27.3K
|
15K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-471- 6.92% |
$27.3K - $27.7K
|
6.34K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-489- 23.35% |
$28.4K - $28.8K
|
1.61K
$93.7K
|