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 |
---|---|---|---|---|---|---|---|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-2.32K- 3.11% |
$134K - $136K
|
72.3K
$4.23M
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
75.7KNew |
$4.39M - $4.46M
|
75.7K
$4.43M
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
182KNew |
$10.6M - $10.7M
|
182K
$10.7M
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-164- 4.28% |
$9.52K - $9.66K
|
3.66K
$214K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.63K- 5.36% |
$211K - $214K
|
64.2K
$3.75M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
7.54KNew |
$437K - $444K
|
7.54K
$441K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-166- 7.52% |
$9.63K - $9.77K
|
2.04K
$119K
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
39.1KNew |
$2.27M - $2.3M
|
39.1K
$2.29M
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
28.5KNew |
$1.66M - $1.68M
|
28.5K
$1.67M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$1.45K - $1.47K
|
25
$1.46K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.83% |
$348 - $353
|
728
$42.6K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46.1K+ 85.53% |
$2.68M - $2.72M
|
100K
$5.85M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
39.3K+ 94.89% |
$2.28M - $2.32M
|
80.8K
$4.72M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.17K- 35.71% |
$242K - $245K
|
7.51K
$439K
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.34KNew |
$542K - $550K
|
9.34K
$546K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$1.51K - $1.53K
|
26
$1.52K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-174- 0.87% |
$10.1K - $10.2K
|
19.9K
$1.17M
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-873- 5.81% |
$50.7K - $51.4K
|
14.1K
$827K
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
609K+ 11271.41% |
$35.3M - $35.8M
|
614K
$35.9M
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 2.86% |
$58.6K - $59.5K
|
34.4K
$2.01M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3New |
$174 - $177
|
3
$175
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-3.96K- 3.42% |
$230K - $233K
|
112K
$6.55M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.61K- 0.79% |
$93.6K - $95K
|
203K
$11.8M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.07KNew |
$294K - $298K
|
5.07K
$296K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-387- 40.19% |
$22.5K - $22.8K
|
576
$33.7K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1K+ 23.68% |
$1.28M - $1.3M
|
116K
$6.76M
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
93+ 0.23% |
$5.4K - $5.48K
|
40K
$2.34M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.74K+ 14.37% |
$101K - $102K
|
13.9K
$810K
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
210KNew |
$12.2M - $12.4M
|
210K
$12.3M
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.28K+ 18.6% |
$74.4K - $75.5K
|
8.18K
$478K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.9K+ 51.77% |
$284K - $289K
|
14.4K
$840K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.7K+ 829.27% |
$98.6K - $100K
|
1.91K
$111K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 29.71% |
$121K - $123K
|
4.94K
$289K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
16.9K+ 16.35% |
$983K - $998K
|
121K
$7.05M
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
166+ 1.41% |
$9.63K - $9.77K
|
12K
$699K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.18K- 6.51% |
$68.3K - $69.3K
|
16.9K
$989K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.9K- 9.54% |
$1.97M - $2M
|
321K
$18.8M
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.88K+ 68.11% |
$399K - $405K
|
17K
$993K
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.18M - $1.19M
|
20.3K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 13.85% |
$81.5K - $82.7K
|
8.74K
$511K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 32.2% |
$649K - $658K
|
23.5K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 6.67% |
$667K - $677K
|
161K
$9.41M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 12.5% |
$29M - $29.4M
|
4.5M
$263M
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.3K+ 22.96% |
$600K - $609K
|
55.4K
$3.24M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.59K- 39.13% |
$441K - $447K
|
11.8K
$691K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$16.8K - $17.1K
|
290
$17K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 6.03% |
$2.44K - $2.47K
|
654
$38.2K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 2.04% |
$870 - $883
|
750
$43.9K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
39.2KNew |
$2.27M - $2.31M
|
39.2K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
537K+ 8.14% |
$31.2M - $31.6M
|
7.13M
$417M
|