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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 0.8% |
$348 - $352
|
740
$43.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.97K- 7.15% |
$288K - $292K
|
64.5K
$3.78M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.42K+ 174.48% |
$82.6K - $83.4K
|
2.24K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.69KNew |
$272K - $275K
|
4.69K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.04K+ 5.1% |
$293K - $296K
|
104K
$6.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50.4K+ 2.93% |
$2.93M - $2.96M
|
1.77M
$104M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-7.97K- 56.18% |
$463K - $468K
|
6.22K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
16.4K+ 1.99% |
$955K - $965K
|
845K
$49.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
94+ 0.67% |
$5.46K - $5.52K
|
14.2K
$831K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.85KNew |
$224K - $226K
|
3.85K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 3.57% |
$698K - $706K
|
349K
$20.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.22K+ 4.71% |
$70.6K - $71.4K
|
27K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.09K- 25.84% |
$296K - $299K
|
14.6K
$858K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
12.7K+ 5.59% |
$737K - $744K
|
239K
$14.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07K+ 39.77% |
$527K - $532K
|
31.9K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
7.63K+ 17.74% |
$443K - $448K
|
50.6K
$2.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.89% |
$116 - $117
|
226
$13.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
985+ 1.57% |
$57.2K - $57.8K
|
63.5K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46+ 0.68% |
$2.67K - $2.7K
|
6.84K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.49K+ 3.94% |
$203K - $205K
|
92K
$5.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 15.12% |
$947K - $957K
|
124K
$7.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-5.19K- 1.54% |
$302K - $305K
|
332K
$19.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
17.7K+ 8.33% |
$1.03M - $1.04M
|
231K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.8K- 8.18% |
$2.89M - $2.92M
|
559K
$32.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.82K+ 136.81% |
$222K - $224K
|
6.61K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
58KNew |
$3.37M - $3.4M
|
58K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-379- 4.43% |
$22K - $22.2K
|
8.18K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-7.72K- 15.07% |
$449K - $453K
|
43.5K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.5K+ 64.31% |
$378K - $381K
|
16.6K
$975K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 17.32% |
$240K - $242K
|
19.7K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.24KNew |
$188K - $190K
|
3.24K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
58.6KNew |
$3.4M - $3.44M
|
58.6K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-688K- 96.93% |
$40M - $40.4M
|
21.8K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.39K+ 38.02% |
$313K - $316K
|
19.6K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
77.3KNew |
$4.49M - $4.53M
|
77.3K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
308+ 0.25% |
$17.9K - $18.1K
|
123K
$7.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.6K+ 22.53% |
$2.36M - $2.38M
|
221K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.57KNew |
$149K - $151K
|
2.57K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.23KNew |
$362K - $366K
|
6.23K
$366K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.8KNew |
$800K - $809K
|
13.8K
$809K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.8K+ 36.83% |
$2.14M - $2.16M
|
137K
$8.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
126K+ 1.7% |
$7.3M - $7.38M
|
7.54M
$442M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.23K+ 13.35% |
$246K - $248K
|
35.9K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
555+ 13.54% |
$32.2K - $32.6K
|
4.65K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45K- 19.8% |
$2.62M - $2.64M
|
182K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-9.6K- 13.93% |
$558K - $564K
|
59.4K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.26KNew |
$248K - $250K
|
4.26K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-64- 0.39% |
$3.72K - $3.76K
|
16.2K
$952K
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-240- 2.77% |
$13.9K - $14.1K
|
8.42K
$494K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.95KNew |
$461K - $466K
|
7.95K
$466K
|