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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
264K+ 66.32% |
$15.4M - $15.6M
|
663K
$38.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57.8K+ 5.55% |
$3.38M - $3.4M
|
1.1M
$64.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.3K- 14.61% |
$1.07M - $1.07M
|
107K
$6.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
29.5K+ 10.72% |
$1.72M - $1.74M
|
305K
$17.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.82K- 6.22% |
$106K - $107K
|
27.4K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
11.4K+ 4.9% |
$664K - $669K
|
243K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-83- 1.26% |
$4.85K - $4.89K
|
6.49K
$381K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-55.4K- 39.73% |
$3.24M - $3.26M
|
84.1K
$4.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-510- 11.8% |
$29.8K - $30K
|
3.81K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.8K- 3.42% |
$105K - $106K
|
50.7K
$2.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
44.2KNew |
$2.58M - $2.6M
|
44.2K
$2.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.55K- 9.25% |
$266K - $268K
|
44.6K
$2.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-60K- 33.33% |
$3.51M - $3.53M
|
120K
$7.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-215- 7.21% |
$12.6K - $12.7K
|
2.77K
$162K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
6.55K+ 1.25% |
$382K - $385K
|
529K
$31.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27.2K+ 3.67% |
$1.59M - $1.6M
|
768K
$45.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-596- 9.31% |
$34.8K - $35.1K
|
5.8K
$341K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-72- 0.23% |
$4.21K - $4.24K
|
30.6K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.34K+ 4.6% |
$78.2K - $78.8K
|
30.5K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-15.2K- 4.6% |
$888K - $895K
|
315K
$18.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.46K+ 4.86% |
$85.4K - $86.1K
|
31.5K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.21K+ 12.11% |
$70.7K - $71.2K
|
11.2K
$658K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
527+ 1.92% |
$30.8K - $31K
|
28K
$1.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
8.42K+ 4.0% |
$492K - $496K
|
219K
$12.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.32K- 23.65% |
$545K - $549K
|
30.1K
$1.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.22KNew |
$363K - $366K
|
6.22K
$365K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.1K+ 17.79% |
$298K - $300K
|
33.8K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.56KNew |
$208K - $209K
|
3.56K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-8.65K- 20.52% |
$505K - $509K
|
33.5K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
609+ 1.41% |
$35.6K - $35.9K
|
43.9K
$2.58M
|
|