Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $4.91 Billion
  • Q3 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Vanguard stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,047,642 shares of VGSH stock, worth $61.5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
1,047,642
Previous 1,012,783 3.44%
Holding current value
$61.5 Million
Previous $59.5 Million 3.62%
% of portfolio
1.26%
Previous 1.36%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$58.43 - $58.88 $2.04 Million - $2.05 Million
34,859 Added 3.44%
1,047,642 $61.7 Million
Q2 2025

Jul 21, 2025
BUY
$58.32 - $58.95 $1.9 Million - $1.92 Million
32,651 Added 3.33%
1,012,783 $59.5 Million
Q1 2025

May 08, 2025
BUY
$58.07 - $58.69 $887,135 - $896,607
15,277 Added 1.58%
980,132 $57.5 Million
Q4 2024

Jan 21, 2025
BUY
$58.02 - $58.88 $3.37 Million - $3.42 Million
58,001 Added 6.4%
964,855 $56.1 Million
Q3 2024

Oct 31, 2024
BUY
$57.74 - $59.13 $1.72 Million - $1.76 Million
29,728 Added 3.39%
906,854 $53.5 Million
Q2 2024

Aug 09, 2024
BUY
$57.55 - $58.0 $1.53 Million - $1.54 Million
26,624 Added 3.13%
877,126 $50.9 Million
Q1 2024

May 06, 2024
BUY
$57.88 - $58.54 $1.18 Million - $1.2 Million
20,418 Added 2.46%
850,502 $49.4 Million
Q4 2023

Feb 06, 2024
BUY
$57.34 - $58.41 $1.63 Million - $1.66 Million
28,404 Added 3.54%
830,084 $48.4 Million
Q3 2023

Nov 02, 2023
BUY
$57.47 - $57.91 $1.87 Million - $1.88 Million
32,465 Added 4.22%
801,680 $46.2 Million
Q2 2023

Aug 11, 2023
BUY
$57.72 - $58.69 $1.3 Million - $1.32 Million
22,561 Added 3.02%
769,215 $44.4 Million
Q1 2023

May 09, 2023
BUY
$57.32 - $58.77 $1.14 Million - $1.17 Million
19,850 Added 2.73%
746,654 $43.7 Million
Q4 2022

Feb 07, 2023
BUY
$57.38 - $58.13 $137,712 - $139,512
2,400 Added 0.33%
726,804 $42 Million
Q3 2022

Nov 02, 2022
SELL
$57.67 - $59.08 $1.84 Million - $1.89 Million
-31,976 Reduced 4.23%
724,404 $41.9 Million
Q2 2022

Aug 02, 2022
SELL
$58.29 - $59.37 $3.17 Million - $3.23 Million
-54,367 Reduced 6.71%
756,380 $44.5 Million
Q1 2022

May 13, 2022
BUY
$59.19 - $60.79 $3.66 Million - $3.76 Million
61,870 Added 8.26%
810,747 $48 Million
Q4 2021

Feb 14, 2022
BUY
$60.79 - $61.43 $1.99 Million - $2.01 Million
32,714 Added 4.57%
748,877 $45.6 Million
Q3 2021

Nov 02, 2021
SELL
$61.39 - $61.54 $128,796 - $129,110
-2,098 Reduced 0.29%
716,163 $44 Million
Q2 2021

Aug 12, 2021
BUY
$61.41 - $61.64 $1.42 Million - $1.42 Million
23,097 Added 3.32%
718,261 $44.1 Million
Q1 2021

May 17, 2021
SELL
$61.49 - $61.63 $1.71 Million - $1.71 Million
-27,789 Reduced 3.84%
695,164 $42.8 Million
Q4 2020

Feb 12, 2021
SELL
$61.6 - $62.06 $1.09 Million - $1.1 Million
-17,748 Reduced 2.4%
722,953 $44.5 Million
Q3 2020

Nov 12, 2020
BUY
$62.07 - $62.21 $339,771 - $340,537
5,474 Added 0.74%
740,701 $46 Million
Q2 2020

Aug 12, 2020
BUY
$62.08 - $62.28 $3.91 Million - $3.92 Million
62,913 Added 9.36%
735,227 $45.7 Million
Q1 2020

May 11, 2020
BUY
$60.83 - $62.34 $10.4 Million - $10.6 Million
170,500 Added 33.98%
672,314 $41.9 Million
Q4 2019

Feb 13, 2020
BUY
$60.69 - $61.1 $21.8 Million - $22 Million
359,897 Added 253.6%
501,814 $30.5 Million
Q3 2019

Nov 13, 2019
BUY
$60.71 - $60.94 $8.62 Million - $8.65 Million
141,917 New
141,917 $8.65 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-4,060 Closed
0 $0
Q1 2019

May 13, 2019
SELL
N/A
-4,817 Reduced 54.26%
4,060 $245,000
Q4 2018

Feb 13, 2019
BUY
N/A
8,877 New
8,877 $534,000

Others Institutions Holding VGSH

# of Institutions
1,065
Shares Held
267M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email