Purchases and Sales Made in Q1 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
3.15K+ 5.99% |
$182K - $185K
|
55.7K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
3.07K+ 42.72% |
$178K - $180K
|
10.3K
$600K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.02K+ 8.0% |
$175K - $177K
|
40.8K
$2.38M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.95K+ 9.99% |
$171K - $173K
|
32.5K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.64K+ 68.55% |
$153K - $155K
|
6.5K
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2.63K+ 18.52% |
$152K - $154K
|
16.9K
$985K
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.61K+ 68.05% |
$151K - $152K
|
6.43K
$376K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
2.58K+ 2.7% |
$149K - $151K
|
98.1K
$5.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.58K+ 2.65% |
$149K - $151K
|
99.9K
$5.84M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2.57K+ 5.23% |
$149K - $151K
|
51.7K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.56K+ 5.12% |
$148K - $150K
|
52.4K
$3.06M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 17.73% |
$147K - $149K
|
16.9K
$987K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.5KNew |
$145K - $146K
|
2.5K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.39K+ 4.34% |
$138K - $140K
|
57.3K
$3.35M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.38K+ 7.26% |
$137K - $139K
|
35.1K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.26K+ 6.3% |
$131K - $132K
|
38.2K
$2.23M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$130K - $132K
|
2.25K
$131K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.24K+ 35.95% |
$130K - $131K
|
8.47K
$495K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.2K+ 10.96% |
$127K - $129K
|
22.3K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.19K+ 4.46% |
$127K - $128K
|
51.2K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.14K+ 7.24% |
$124K - $125K
|
31.7K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.12K+ 1754.55% |
$123K - $124K
|
2.24K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.08K+ 4.71% |
$120K - $122K
|
46.3K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2.07K+ 45.41% |
$120K - $121K
|
6.63K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.05K+ 4.07% |
$119K - $120K
|
52.4K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.04K+ 1.09% |
$118K - $119K
|
189K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.03K+ 36.39% |
$117K - $119K
|
7.61K
$444K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.02K+ 0.71% |
$117K - $118K
|
286K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2K+ 29.99% |
$116K - $117K
|
8.66K
$506K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.91K+ 6.71% |
$111K - $112K
|
30.4K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9K+ 25.04% |
$110K - $111K
|
9.48K
$554K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.86K+ 23.72% |
$107K - $109K
|
9.68K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.85K+ 0.98% |
$107K - $108K
|
190K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.82K+ 1.99% |
$105K - $107K
|
93.5K
$5.47M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 8.58% |
$105K - $106K
|
22.9K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.74K+ 0.24% |
$101K - $102K
|
734K
$42.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.61KNew |
$93K - $94K
|
1.61K
$93.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.59K+ 39.16% |
$91.9K - $93K
|
5.64K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.55K+ 33.0% |
$89.7K - $90.7K
|
6.24K
$365K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.53K+ 13.88% |
$88.7K - $89.7K
|
12.6K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.51K+ 1.48% |
$87.6K - $88.6K
|
104K
$6.06M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.37KNew |
$79.5K - $80.4K
|
1.37K
$80.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Barton Investment Management
|
BUY
|
- |
1.33K+ 6.76% |
$76.7K - $77.6K
|
20.9K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 0.85% |
$75.1K - $75.9K
|
154K
$9M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.28K+ 6.86% |
$74.1K - $74.9K
|
19.9K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.28K+ 8.2% |
$73.8K - $74.6K
|
16.8K
$983K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.2K+ 0.77% |
$69.5K - $70.3K
|
157K
$9.2M
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.2K+ 1.31% |
$69.3K - $70.1K
|
92.7K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.15K+ 2.11% |
$66.4K - $67.2K
|
55.5K
$3.24M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.11K+ 853.85% |
$64.2K - $65K
|
1.24K
$72.5K
|