Latest Institutional Transactions on Vanguard (VGSH)
This table provides information on the latest institutional transactions involving Vanguard (VGSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
156+ 0.51% |
$9.05K - $9.19K
|
30.6K
$1.78M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.4M+ 163.66% |
$1.35B - $1.37B
|
37.6M
$2.19B
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-512- 1.85% |
$29.7K - $30.1K
|
27.2K
$1.58M
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
682+ 5.27% |
$39.6K - $40.2K
|
13.6K
$791K
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-206K- 98.34% |
$11.9M - $12.1M
|
3.48K
$202K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.36K+ 5.0% |
$485K - $492K
|
176K
$10.2M
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
50+ 0.51% |
$2.9K - $2.94K
|
9.78K
$568K
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
3.87KNew |
$224K - $228K
|
3.87K
$225K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.33K- 7.18% |
$542K - $550K
|
121K
$7.01M
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
320+ 2.87% |
$18.6K - $18.8K
|
11.5K
$667K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-756- 94.5% |
$43.9K - $44.5K
|
44
$2.56K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.45K- 13.82% |
$316K - $321K
|
34K
$1.97M
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
199KNew |
$11.5M - $11.7M
|
199K
$11.6M
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
20.3K+ 34.06% |
$1.18M - $1.19M
|
79.7K
$4.63M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.1K- 20.93% |
$760K - $771K
|
49.5K
$2.88M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
32.1K+ 86.07% |
$1.86M - $1.89M
|
69.5K
$4.04M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
78.8K+ 14.86% |
$4.57M - $4.64M
|
609K
$35.4M
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
56.9K+ 12.16% |
$3.3M - $3.35M
|
525K
$30.5M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 5.52% |
$249K - $253K
|
73.5K
$4.27M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.88K+ 33.51% |
$283K - $287K
|
19.4K
$1.13M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165New |
$9.57K - $9.72K
|
165
$9.59K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
43.3K+ 17.35% |
$2.51M - $2.55M
|
293K
$17M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.38K+ 18.49% |
$79.8K - $81K
|
8.81K
$512K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
142+ 0.03% |
$8.24K - $8.36K
|
425K
$24.7M
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-7- -0.0% |
$406 - $412
|
173K
$10M
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
294+ 3.14% |
$17.1K - $17.3K
|
9.66K
$561K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.7K+ 13.34% |
$970K - $984K
|
142K
$8.25M
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6.01K+ 243.77% |
$349K - $354K
|
8.47K
$492K
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-9.66K- 17.91% |
$561K - $569K
|
44.3K
$2.57M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
26.1K+ 22.65% |
$1.52M - $1.54M
|
142K
$8.22M
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-12.4K- 16.09% |
$719K - $729K
|
64.6K
$3.75M
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.23K- 4.69% |
$130K - $132K
|
45.4K
$2.64M
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.48K+ 12.54% |
$376K - $382K
|
58.2K
$3.38M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.97KNew |
$231K - $234K
|
3.97K
$231K
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
77.1K+ 15.97% |
$4.47M - $4.54M
|
560K
$32.5M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
43.1K+ 3.86% |
$2.5M - $2.53M
|
1.16M
$67.3M
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.87K+ 6.47% |
$225K - $228K
|
63.7K
$3.7M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 12.82% |
$305K - $309K
|
35.7K
$2.08M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
31.1K+ 15.9% |
$1.81M - $1.83M
|
227K
$13.2M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.66K- 3.98% |
$212K - $216K
|
88.2K
$5.12M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.28K- 81.52% |
$74K - $75.1K
|
289
$16.8K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.31K- 2.15% |
$76.1K - $77.2K
|
59.7K
$3.47M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
109K+ 9.5% |
$6.34M - $6.44M
|
1.26M
$73.2M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-430- 6.7% |
$24.9K - $25.3K
|
5.99K
$348K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.8K+ 7.25% |
$1.15M - $1.17M
|
294K
$17.1M
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-381- 1.58% |
$22.1K - $22.4K
|
23.8K
$1.38M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.66KNew |
$212K - $215K
|
3.66K
$212K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.45M- 21.61% |
$84.2M - $85.5M
|
5.26M
$306M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
80.6K+ 7.1% |
$4.68M - $4.74M
|
1.21M
$70.6M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-30.4K- 18.83% |
$1.77M - $1.79M
|
131K
$7.62M
|