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 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.58KNew |
$498K - $505K
|
8.58K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.23K- 4.07% |
$71.1K - $72.1K
|
28.9K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-71.7K- 41.17% |
$4.16M - $4.22M
|
102K
$6.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
375KNew |
$21.8M - $22.1M
|
375K
$22M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8.56KNew |
$496K - $504K
|
8.56K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-17.4K- 20.98% |
$1.01M - $1.02M
|
65.5K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 4.75% |
$832K - $844K
|
317K
$18.6M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.47K+ 82.69% |
$259K - $263K
|
9.87K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.33K- 1.38% |
$309K - $314K
|
381K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
22.9KNew |
$1.33M - $1.35M
|
22.9K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
618+ 5.71% |
$35.9K - $36.4K
|
11.4K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-225- 5.69% |
$13.1K - $13.2K
|
3.73K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.73K+ 39.15% |
$332K - $337K
|
20.4K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.56K+ 6.25% |
$90.5K - $91.9K
|
26.5K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.45MNew |
$258M - $262M
|
4.45M
$261M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$1.26M - $1.28M
|
21.8K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
145K+ 7.68% |
$8.41M - $8.53M
|
2.03M
$119M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
54.6K+ 83.26% |
$3.17M - $3.22M
|
120K
$7.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.87K- 8.46% |
$224K - $228K
|
41.9K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
482K+ 6400.0% |
$27.9M - $28.4M
|
489K
$28.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
413New |
$24K - $24.3K
|
413
$24.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.93KNew |
$228K - $232K
|
3.93K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
350+ 2.9% |
$20.3K - $20.6K
|
12.4K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.46K- 13.11% |
$317K - $321K
|
36.2K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.44K+ 37.96% |
$199K - $202K
|
12.5K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.9K+ 4.29% |
$1.79M - $1.82M
|
750K
$44M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
725+ 10.63% |
$42.1K - $42.7K
|
7.55K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
43KNew |
$2.49M - $2.53M
|
43K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
9.17K+ 7.45% |
$532K - $540K
|
132K
$7.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
94.2K+ 17.75% |
$5.47M - $5.55M
|
625K
$36.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-234- 3.42% |
$13.6K - $13.8K
|
6.61K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.8K- 21.05% |
$104K - $106K
|
6.74K
$396K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-240- 20.32% |
$13.9K - $14.1K
|
941
$55.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-757K- 19.34% |
$43.9M - $44.5M
|
3.15M
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 6.3% |
$100K - $102K
|
25.7K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-10.6K- 0.52% |
$618K - $627K
|
2.05M
$120M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3K- 10.81% |
$174K - $177K
|
24.8K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.29K- 31.43% |
$75K - $76.1K
|
2.82K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
451New |
$26.2K - $26.6K
|
451
$26.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.33MNew |
$135M - $137M
|
2.33M
$136M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-22.3K- 68.22% |
$1.29M - $1.31M
|
10.4K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
165+ 3.2% |
$9.57K - $9.72K
|
5.32K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-14.1K- 59.17% |
$816K - $829K
|
9.71K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
28.5KNew |
$1.65M - $1.68M
|
28.5K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
511+ 3.97% |
$29.6K - $30.1K
|
13.4K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
54K+ 5.72% |
$3.13M - $3.18M
|
998K
$58.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-111- 3.59% |
$6.44K - $6.54K
|
2.98K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$122K - $124K
|
29.3K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-125K- 52.73% |
$7.24M - $7.35M
|
112K
$6.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
200+ 7.58% |
$11.6K - $11.8K
|
2.84K
$167K
|