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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
451New |
$26.2K - $26.6K
|
451
$26.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
438New |
$25.4K - $25.8K
|
438
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
434+ 9.17% |
$25.2K - $25.6K
|
5.17K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
427+ 0.9% |
$24.8K - $25.1K
|
48K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
413New |
$24K - $24.3K
|
413
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
372+ 4.13% |
$21.6K - $21.9K
|
9.37K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 1.22% |
$20.3K - $20.6K
|
28.9K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
350+ 2.9% |
$20.3K - $20.6K
|
12.4K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
348New |
$20.2K - $20.5K
|
348
$20.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
342+ 5.49% |
$19.8K - $20.1K
|
6.58K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
338+ 2.69% |
$19.6K - $19.9K
|
12.9K
$754K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
335+ 0.22% |
$19.4K - $19.7K
|
151K
$8.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
321+ 1.41% |
$18.6K - $18.9K
|
23.1K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
320+ 2.87% |
$18.6K - $18.8K
|
11.5K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
294+ 3.14% |
$17.1K - $17.3K
|
9.66K
$565K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$16.8K - $17.1K
|
290
$16.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
289New |
$16.8K - $17K
|
289
$16.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
282+ 4.33% |
$16.4K - $16.6K
|
6.79K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
280New |
$16.2K - $16.5K
|
280
$16.4K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
272+ 2.41% |
$15.8K - $16K
|
11.6K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
265+ 2.95% |
$15.4K - $15.6K
|
9.26K
$541K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
261+ 7.24% |
$15.1K - $15.4K
|
3.87K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
239New |
$13.9K - $14.1K
|
239
$14K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
237+ 2.9% |
$13.8K - $14K
|
8.4K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
236+ 8.11% |
$13.7K - $13.9K
|
3.15K
$184K
|
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
235+ 6.08% |
$13.6K - $13.8K
|
4.1K
$240K
|
|
|
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
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
223+ 1.39% |
$12.9K - $13.1K
|
16.3K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
219+ 5.41% |
$12.7K - $12.9K
|
4.27K
$249K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.58% |
$11.6K - $11.8K
|
2.84K
$166K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
200+ 1.62% |
$11.6K - $11.8K
|
12.5K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
181New |
$10.5K - $10.7K
|
181
$10.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
180+ 4.42% |
$10.4K - $10.6K
|
4.25K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
166+ 1.41% |
$9.63K - $9.77K
|
12K
$699K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
165+ 3.2% |
$9.57K - $9.72K
|
5.32K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
165New |
$9.57K - $9.72K
|
165
$9.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165New |
$9.57K - $9.72K
|
165
$9.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
156+ 0.51% |
$9.05K - $9.19K
|
30.6K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
155New |
$8.99K - $9.13K
|
155
$9.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
142+ 0.03% |
$8.24K - $8.36K
|
425K
$24.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 4.96% |
$7.66K - $7.77K
|
2.79K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
127+ 0.95% |
$7.37K - $7.48K
|
13.5K
$791K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
126+ 1.45% |
$7.31K - $7.42K
|
8.82K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
123+ 1366.67% |
$7.14K - $7.24K
|
132
$7.71K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
119+ 1.16% |
$6.9K - $7.01K
|
10.4K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
118New |
$6.85K - $6.95K
|
118
$6.89K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
114+ 1.03% |
$6.61K - $6.71K
|
11.2K
$655K
|