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 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.12KNew |
$355K - $360K
|
6.12K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-983- 3.49% |
$57K - $57.9K
|
27.2K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.03K- 3.83% |
$60K - $60.9K
|
25.9K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
113+ 0.5% |
$6.56K - $6.65K
|
22.6K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21.9K- 99.35% |
$1.27M - $1.29M
|
142
$8.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
269KNew |
$15.6M - $15.8M
|
269K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
28.7K+ 5.93% |
$1.66M - $1.69M
|
512K
$30M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
338+ 2.69% |
$19.6K - $19.9K
|
12.9K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-361- 7.7% |
$20.9K - $21.3K
|
4.33K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.07K+ 2.73% |
$294K - $299K
|
191K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.16K- 8.88% |
$125K - $127K
|
22.1K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
118K+ 66.45% |
$6.87M - $6.97M
|
296K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-5.64K- 4.51% |
$327K - $332K
|
119K
$7.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.4K- 27.8% |
$777K - $788K
|
34.8K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.94K+ 2.54% |
$519K - $526K
|
361K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-4.82K- 1.62% |
$280K - $284K
|
292K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
21.7KNew |
$1.26M - $1.28M
|
21.7K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 17.97% |
$112K - $113K
|
8.78K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 19.65% |
$632K - $642K
|
44.6K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
64New |
$3.71K - $3.77K
|
64
$3.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-8.4K- 3.76% |
$487K - $495K
|
215K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4K+ 13.59% |
$1.18M - $1.2M
|
170K
$9.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35.6KNew |
$2.07M - $2.1M
|
35.6K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 12.14% |
$86K - $87.3K
|
13.7K
$803K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-20- 0.27% |
$1.16K - $1.18K
|
7.42K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15- 0.18% |
$870 - $883
|
8.2K
$481K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
11.1KNew |
$643K - $652K
|
11.1K
$650K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
20.2KNew |
$1.17M - $1.19M
|
20.2K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.53KNew |
$88.8K - $90.1K
|
1.53K
$89.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.76% |
$1.45K - $1.47K
|
3.27K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-13.1K- 4.71% |
$760K - $771K
|
265K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.6K+ 182.09% |
$1.08M - $1.09M
|
28.8K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-6.38K- 80.56% |
$370K - $376K
|
1.54K
$90.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11K+ 7.09% |
$637K - $646K
|
166K
$9.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.7K+ 13.45% |
$157K - $159K
|
22.8K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-97- 0.53% |
$5.63K - $5.71K
|
18.1K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
203+ 0.74% |
$11.8K - $12K
|
27.6K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-150- 2.08% |
$8.7K - $8.83K
|
7.06K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.7KNew |
$272K - $277K
|
4.7K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
534KNew |
$31M - $31.4M
|
534K
$31.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-486K- 54.16% |
$28.2M - $28.6M
|
411K
$24.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32.8K+ 55.01% |
$1.9M - $1.93M
|
92.4K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
10.5K+ 3.13% |
$608K - $617K
|
346K
$20.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21.4K- 32.08% |
$1.24M - $1.26M
|
45.4K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-463- 15.4% |
$26.9K - $27.3K
|
2.54K
$149K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.91K+ 6.16% |
$227K - $230K
|
67.3K
$3.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
46.2K+ 93.3% |
$2.68M - $2.72M
|
95.8K
$5.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
39K+ 10.33% |
$2.26M - $2.3M
|
417K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Verity Wealth Advisors
|
BUY
|
- |
800+ 3.94% |
$46.4K - $47.1K
|
21.1K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.5K- 29.25% |
$898K - $911K
|
37.4K
$2.2M
|