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 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
228+ 1.22% |
$13.2K - $13.4K
|
18.9K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
224New |
$13K - $13.2K
|
224
$13K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
223+ 1.39% |
$12.9K - $13.1K
|
16.3K
$948K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
219+ 5.41% |
$12.7K - $12.9K
|
4.27K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
208+ 1.05% |
$12.1K - $12.2K
|
20.1K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
203+ 0.74% |
$11.8K - $12K
|
27.6K
$1.61M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
200+ 1.62% |
$11.6K - $11.8K
|
12.5K
$730K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.58% |
$11.6K - $11.8K
|
2.84K
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
180+ 4.42% |
$10.4K - $10.6K
|
4.25K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
165+ 3.2% |
$9.57K - $9.72K
|
5.32K
$309K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 4.96% |
$7.66K - $7.77K
|
2.79K
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 0.95% |
$7.37K - $7.48K
|
13.5K
$788K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
126+ 1.45% |
$7.31K - $7.42K
|
8.82K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
123+ 1366.67% |
$7.14K - $7.24K
|
132
$7.68K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
114+ 1.03% |
$6.61K - $6.71K
|
11.2K
$652K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 0.54% |
$5.16K - $5.24K
|
16.4K
$957K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
89+ 0.74% |
$5.16K - $5.24K
|
12K
$701K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.72% |
$5.11K - $5.18K
|
12.3K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
87+ 2.09% |
$5.05K - $5.12K
|
4.25K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
85+ 2.42% |
$4.93K - $5K
|
3.6K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
85+ 0.1% |
$4.93K - $5K
|
85.2K
$4.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
82+ 0.81% |
$4.76K - $4.83K
|
10.2K
$595K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
81+ 1.4% |
$4.7K - $4.77K
|
5.87K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
70+ 1.41% |
$4.06K - $4.12K
|
5.05K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
44+ 0.31% |
$2.55K - $2.59K
|
14.4K
$835K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 0.5% |
$2.32K - $2.36K
|
8.08K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
38+ 1.04% |
$2.2K - $2.24K
|
3.68K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
36+ 0.36% |
$2.09K - $2.12K
|
10.1K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.33K - $1.35K
|
9.78K
$569K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.37% |
$1.16K - $1.18K
|
1.48K
$85.9K
|
|
|
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
$43.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.49% |
$232 - $236
|
823
$47.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$232 - $236
|
773
$45K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$58 - $58.9
|
1
$58.2
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$58 - $58.9
|
1
$58.2
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1- 1.69% |
$58 - $58.9
|
58
$3.37K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 1.15% |
$58 - $58.9
|
86
$5K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 22.73% |
$290 - $294
|
17
$989
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.76% |
$1.45K - $1.47K
|
3.27K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-33- 7.48% |
$1.91K - $1.94K
|
408
$23.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-33- 1.08% |
$1.91K - $1.94K
|
3.01K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.8% |
$2.15K - $2.18K
|
4.59K
$267K
|
|
|
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
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-53- 1.32% |
$3.08K - $3.12K
|
3.96K
$230K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-55- 1.41% |
$3.19K - $3.24K
|
3.85K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-57- 56.44% |
$3.31K - $3.36K
|
44
$2.56K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-74- 0.56% |
$4.29K - $4.36K
|
13.1K
$763K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-88- 5.8% |
$5.11K - $5.18K
|
1.43K
$83.1K
|