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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.78K- 3.89% |
$104K - $105K
|
44.1K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
153New |
$8.94K - $9.01K
|
153
$8.98K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-161K- 85.31% |
$9.4M - $9.47M
|
27.7K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-855- 4.12% |
$50K - $50.3K
|
19.9K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
79+ 0.7% |
$4.62K - $4.65K
|
11.3K
$663K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110K+ 2362.38% |
$6.43M - $6.48M
|
115K
$6.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
367+ 0.8% |
$21.4K - $21.6K
|
46.3K
$2.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.17K- 3.31% |
$302K - $304K
|
151K
$8.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
529+ 4.27% |
$30.9K - $31.1K
|
12.9K
$758K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
18.8K+ 1.69% |
$1.1M - $1.11M
|
1.13M
$66.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8.24K+ 5.22% |
$482K - $485K
|
166K
$9.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.17KNew |
$536K - $540K
|
9.17K
$538K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 6.06% |
$159K - $160K
|
42.2K
$2.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-33.6K- 15.71% |
$1.96M - $1.98M
|
180K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
57New |
$3.33K - $3.36K
|
57
$3.35K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-193- 1.68% |
$11.3K - $11.4K
|
11.3K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
20.9KNew |
$1.22M - $1.23M
|
20.9K
$1.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-6.14K- 42.71% |
$358K - $361K
|
8.23K
$483K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
662+ 1.99% |
$38.7K - $39K
|
33.9K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42.9K+ 5.19% |
$2.5M - $2.52M
|
869K
$51M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.36% |
$175 - $177
|
830
$48.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
42.9K+ 19.42% |
$2.5M - $2.52M
|
264K
$15.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-23.2K- 6.67% |
$1.35M - $1.36M
|
324K
$19M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-245- 1.19% |
$14.3K - $14.4K
|
20.4K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.29K- 20.59% |
$75.1K - $75.7K
|
4.96K
$291K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-886- 8.11% |
$51.8K - $52.2K
|
10K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
34+ 0.69% |
$1.99K - $2K
|
4.96K
$291K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
50.8KNew |
$2.97M - $2.99M
|
50.8K
$2.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.02K- 12.36% |
$118K - $119K
|
14.3K
$841K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
254+ 2.97% |
$14.8K - $15K
|
8.79K
$516K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.13K+ 37.17% |
$300K - $302K
|
18.9K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.05KNew |
$61.3K - $61.8K
|
1.05K
$61.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
67.8K+ 250.4% |
$3.96M - $3.99M
|
94.9K
$5.57M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 0.34% |
$1.99K - $2K
|
9.91K
$582K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
884+ 3.39% |
$51.7K - $52K
|
27K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
26.6K+ 5.13% |
$1.56M - $1.57M
|
547K
$32.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-148K- 5.65% |
$8.65M - $8.71M
|
2.47M
$145M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-101K- 91.5% |
$5.89M - $5.93M
|
9.36K
$549K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.91K- 3.92% |
$404K - $407K
|
169K
$9.94M
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10+ 0.75% |
$584 - $589
|
1.34K
$78.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
64.6K+ 8.69% |
$3.77M - $3.8M
|
808K
$47.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 0.01% |
$5.84K - $5.89K
|
711K
$41.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.01% |
$292 - $294
|
84.4K
$4.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
502+ 19.67% |
$29.3K - $29.6K
|
3.05K
$179K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
19.3K+ 18.56% |
$1.13M - $1.13M
|
123K
$7.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-88- 0.26% |
$5.14K - $5.18K
|
34.3K
$2.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.5K- 43.75% |
$731K - $737K
|
16.1K
$944K
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-962- 2.2% |
$56.2K - $56.6K
|
42.7K
$2.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2New |
$117 - $118
|
2
$117
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
95+ 2.12% |
$5.55K - $5.59K
|
4.57K
$269K
|
|