Purchases and Sales Made in Q3 2024 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.46K- 10.63% |
$84K - $86K
|
12.2K
$715K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.47K- 7.33% |
$84.6K - $86.6K
|
18.5K
$1.08M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 5.86% |
$86.6K - $88.6K
|
24.1K
$1.41M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.54K- 0.41% |
$88.6K - $90.8K
|
371K
$21.7M
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.7K- 12.12% |
$98.3K - $101K
|
12.3K
$721K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.74K- 2.04% |
$100K - $103K
|
83.6K
$4.88M
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.78K- 3.78% |
$103K - $105K
|
45.3K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.84K- 16.95% |
$106K - $109K
|
9K
$526K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.85K- 4.04% |
$107K - $109K
|
43.8K
$2.56M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.9K- 26.54% |
$110K - $112K
|
5.25K
$307K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.92K- 0.85% |
$111K - $113K
|
223K
$13.1M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.99K- 3.97% |
$115K - $118K
|
48.2K
$2.81M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.62% |
$117K - $120K
|
10.1K
$593K
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.04K- 20.16% |
$118K - $121K
|
8.09K
$473K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.09K- 7.94% |
$120K - $123K
|
24.2K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-2.14K- 15.71% |
$124K - $127K
|
11.5K
$672K
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.17K- 1.04% |
$125K - $128K
|
206K
$12M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.25K- 20.76% |
$130K - $133K
|
8.59K
$502K
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-2.38K- 1.53% |
$137K - $140K
|
153K
$8.94M
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.38K- 14.49% |
$138K - $141K
|
14.1K
$821K
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.46K- 17.27% |
$142K - $146K
|
11.8K
$689K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.49K- 7.34% |
$144K - $147K
|
31.4K
$1.84M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.54K- 7.5% |
$146K - $150K
|
31.3K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.55K- 16.88% |
$147K - $151K
|
12.6K
$734K
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.56K- 2.47% |
$148K - $151K
|
101K
$5.89M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.57K- 0.98% |
$148K - $152K
|
260K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.59K- 1.39% |
$149K - $153K
|
184K
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.63K- 21.99% |
$152K - $156K
|
9.33K
$545K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 32.49% |
$155K - $159K
|
5.59K
$327K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-2.73K- 0.36% |
$158K - $161K
|
755K
$44.1M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.73K- 13.43% |
$158K - $162K
|
17.6K
$1.03M
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.78K- 43.56% |
$161K - $164K
|
3.6K
$211K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.81K- 2.37% |
$162K - $166K
|
116K
$6.78M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.93K- 6.27% |
$169K - $173K
|
43.8K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.94K- 4.15% |
$170K - $174K
|
67.8K
$3.96M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.95K- 2.23% |
$170K - $174K
|
129K
$7.54M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.01K- 36.31% |
$174K - $178K
|
5.28K
$308K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.08K- 1.22% |
$178K - $182K
|
250K
$14.6M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 4.03% |
$181K - $186K
|
74.8K
$4.37M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.15K- 11.37% |
$182K - $186K
|
24.6K
$1.44M
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.15K- 27.52% |
$182K - $186K
|
8.31K
$485K
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.16K- 11.5% |
$182K - $187K
|
24.3K
$1.42M
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.2K- 24.62% |
$185K - $189K
|
9.81K
$573K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.33K- 21.8% |
$192K - $197K
|
12K
$699K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.34K- 0.94% |
$193K - $197K
|
352K
$20.6M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.35K- 52.96% |
$194K - $198K
|
2.98K
$174K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 8.89% |
$196K - $200K
|
34.7K
$2.03M
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.39K- 4.8% |
$196K - $200K
|
67.1K
$3.92M
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-3.42K- 9.19% |
$198K - $202K
|
33.8K
$1.98M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.47K- 35.63% |
$200K - $205K
|
6.27K
$366K
|