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
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 83.28% |
$205K - $208K
|
7.77K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.46K+ 372.47% |
$201K - $204K
|
4.39K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
3.46K+ 22.11% |
$200K - $203K
|
19.1K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.45KNew |
$200K - $203K
|
3.45K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
3.44K+ 7.11% |
$199K - $202K
|
51.8K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 37.96% |
$199K - $202K
|
12.5K
$729K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.4K+ 2.95% |
$197K - $200K
|
119K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.34K+ 1.6% |
$194K - $197K
|
212K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.27K+ 72.41% |
$190K - $192K
|
7.78K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 1.57% |
$186K - $189K
|
207K
$12.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.14K+ 1.85% |
$182K - $185K
|
172K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.11KNew |
$181K - $183K
|
3.11K
$182K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.07K+ 6.27% |
$178K - $181K
|
52K
$3.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.05K+ 33.38% |
$177K - $179K
|
12.2K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.9K+ 0.09% |
$168K - $171K
|
3.2M
$187M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.81K+ 56.98% |
$163K - $165K
|
7.73K
$452K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.76K+ 9.43% |
$160K - $163K
|
32.1K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.72K+ 2.29% |
$158K - $160K
|
122K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
2.71KNew |
$157K - $160K
|
2.71K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.7K+ 13.45% |
$157K - $159K
|
22.8K
$1.33M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$157K - $159K
|
2.7K
$158K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.68K+ 0.28% |
$155K - $158K
|
975K
$57M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.65K+ 29.56% |
$154K - $156K
|
11.6K
$679K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.65K+ 2.95% |
$154K - $156K
|
92.5K
$5.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.59K+ 1.38% |
$150K - $152K
|
190K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.57K+ 8.56% |
$149K - $151K
|
32.5K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.55K+ 6.45% |
$148K - $150K
|
42.1K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52K+ 43.65% |
$146K - $148K
|
8.28K
$484K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.51K+ 42.25% |
$145K - $148K
|
8.44K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
2.44K+ 59.71% |
$141K - $143K
|
6.52K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.39K+ 45.9% |
$139K - $141K
|
7.59K
$444K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.28K+ 13.99% |
$132K - $134K
|
18.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.22K+ 102.49% |
$129K - $131K
|
4.39K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.14K+ 35.24% |
$124K - $126K
|
8.19K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.97K+ 2.92% |
$115K - $116K
|
69.5K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.94K+ 15.25% |
$113K - $114K
|
14.7K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.8KNew |
$105K - $106K
|
1.8K
$105K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.74K+ 14.37% |
$101K - $102K
|
13.9K
$809K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.72KNew |
$99.8K - $101K
|
1.72K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 829.27% |
$98.6K - $100K
|
1.91K
$111K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.69K+ 14.71% |
$98.2K - $99.6K
|
13.2K
$771K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 10.94% |
$98.1K - $99.5K
|
17.1K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.64K+ 9.07% |
$95.2K - $96.6K
|
19.7K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.62K+ 1.34% |
$93.8K - $95.2K
|
122K
$7.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.57K+ 11.9% |
$90.9K - $92.3K
|
14.7K
$861K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.56K+ 6.25% |
$90.5K - $91.9K
|
26.5K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56K+ 7.35% |
$90.5K - $91.8K
|
22.8K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.53KNew |
$88.8K - $90.1K
|
1.53K
$89.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$87.1K - $88.4K
|
1.5K
$87.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.49K+ 5.08% |
$86.2K - $87.5K
|
30.8K
$1.8M
|