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 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
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.58% |
$11.6K - $11.8K
|
2.84K
$165K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
200+ 1.62% |
$11.6K - $11.8K
|
12.5K
$729K
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165New |
$9.57K - $9.72K
|
165
$9.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
165New |
$9.57K - $9.72K
|
165
$9.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
156+ 0.51% |
$9.05K - $9.19K
|
30.6K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
155New |
$8.99K - $9.13K
|
155
$9.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
142+ 0.03% |
$8.24K - $8.36K
|
425K
$24.7M
|
|
|
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
$787K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
126+ 1.45% |
$7.31K - $7.42K
|
8.82K
$512K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
123+ 1366.67% |
$7.14K - $7.24K
|
132
$7.67K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
119+ 1.16% |
$6.9K - $7.01K
|
10.4K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
114+ 1.03% |
$6.61K - $6.71K
|
11.2K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
113+ 0.5% |
$6.56K - $6.65K
|
22.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
100+ 0.64% |
$5.8K - $5.89K
|
15.7K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
89+ 0.74% |
$5.16K - $5.24K
|
12K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 0.54% |
$5.16K - $5.24K
|
16.4K
$955K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
88+ 0.72% |
$5.11K - $5.18K
|
12.3K
$716K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
87+ 2.09% |
$5.05K - $5.12K
|
4.25K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
85+ 0.1% |
$4.93K - $5K
|
85.2K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
85+ 2.42% |
$4.93K - $5K
|
3.6K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
82+ 0.81% |
$4.76K - $4.83K
|
10.2K
$594K
|
|
|
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
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 0.71% |
$3.89K - $3.94K
|
9.45K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
65+ 0.72% |
$3.77K - $3.83K
|
9.09K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
64New |
$3.71K - $3.77K
|
64
$3.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
63+ 0.71% |
$3.66K - $3.71K
|
8.99K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
50+ 0.51% |
$2.9K - $2.94K
|
9.78K
$568K
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
44+ 0.31% |
$2.55K - $2.59K
|
14.4K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40+ 0.5% |
$2.32K - $2.36K
|
8.08K
$469K
|
|
|
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
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
32+ 0.44% |
$1.86K - $1.88K
|
7.24K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
23+ 0.24% |
$1.33K - $1.35K
|
9.78K
$568K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.37% |
$1.16K - $1.18K
|
1.48K
$85.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
19New |
$1.1K - $1.12K
|
19
$1.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
19+ 0.3% |
$1.1K - $1.12K
|
6.29K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12+ 1.49% |
$696 - $707
|
815
$47.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.81% |
$348 - $353
|
746
$43.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.49% |
$232 - $236
|
823
$47.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$232 - $236
|
773
$44.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$58 - $58.9
|
1
$58.1
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$58 - $58.9
|
1
$58.1
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 1.15% |
$58 - $58.9
|
86
$5K
|