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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-1.16K- 1.88% |
$67.5K - $68.1K
|
60.5K
$3.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.15% |
$292 - $294
|
3.27K
$192K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
14.2KNew |
$827K - $833K
|
14.2K
$831K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-8.76K- 83.54% |
$512K - $515K
|
1.73K
$101K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 10.6% |
$58.4K - $58.9K
|
8.43K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-754- 16.6% |
$44.1K - $44.4K
|
3.79K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
309KNew |
$18.1M - $18.2M
|
309K
$18.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.12K+ 45.12% |
$357K - $360K
|
19.7K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
131+ 1.07% |
$7.65K - $7.71K
|
12.4K
$729K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.14K+ 7.14% |
$66.6K - $67.1K
|
17.1K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.71K+ 91.22% |
$158K - $160K
|
5.68K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-42.1K- 43.98% |
$2.46M - $2.48M
|
53.6K
$3.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15.3K+ 503.19% |
$893K - $900K
|
18.3K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
500New |
$29.2K - $29.4K
|
500
$29.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
9+ 3.2% |
$526 - $530
|
290
$17K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
203K+ 14.38% |
$11.9M - $12M
|
1.62M
$94.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
110New |
$6.43K - $6.48K
|
110
$6.46K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.04K+ 2.76% |
$470K - $474K
|
299K
$17.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.06M+ 1216.25% |
$61.7M - $62.2M
|
1.14M
$67.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1+ 0.01% |
$58.4 - $58.9
|
8.46K
$497K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.3K+ 3.58% |
$718K - $723K
|
355K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
51New |
$2.98K - $3K
|
51
$2.99K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
502+ 4.34% |
$29.3K - $29.6K
|
12.1K
$708K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
18.8K+ 4.24% |
$1.1M - $1.11M
|
463K
$27.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.58K+ 20.74% |
$92.6K - $93.3K
|
9.22K
$542K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 7.51% |
$622K - $627K
|
152K
$8.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.82K- 7.75% |
$106K - $107K
|
21.7K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
163+ 1.5% |
$9.52K - $9.6K
|
11K
$646K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
326+ 3.79% |
$19K - $19.2K
|
8.94K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.75K+ 34.38% |
$102K - $103K
|
6.86K
$403K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
566+ 1.62% |
$33.1K - $33.3K
|
35.5K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-15.5K- 13.64% |
$905K - $912K
|
98.1K
$5.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8.3K+ 14.48% |
$485K - $489K
|
65.7K
$3.86M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
112+ 1.19% |
$6.54K - $6.59K
|
9.52K
$559K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1K- 12.43% |
$58.7K - $59.1K
|
7.08K
$416K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-43- 5.02% |
$2.51K - $2.53K
|
814
$47.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-55- 0.57% |
$3.21K - $3.24K
|
9.64K
$566K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 0.12% |
$5.84K - $5.89K
|
82.2K
$4.83M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
143K+ 2388.7% |
$8.35M - $8.41M
|
149K
$8.74M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-24.2K- 38.03% |
$1.41M - $1.42M
|
39.4K
$2.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.51K+ 25.42% |
$146K - $147K
|
12.4K
$726K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.14K+ 37.04% |
$125K - $126K
|
7.9K
$464K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
40+ 0.25% |
$2.34K - $2.36K
|
15.9K
$935K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-121K- 60.1% |
$7.07M - $7.12M
|
80.3K
$4.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.34K+ 2.23% |
$137K - $138K
|
107K
$6.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.93K- 11.36% |
$288K - $290K
|
38.4K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.9K- 54.93% |
$1.05M - $1.05M
|
14.7K
$862K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71+ 1.03% |
$4.15K - $4.18K
|
6.98K
$410K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
8.15K+ 72.09% |
$476K - $480K
|
19.4K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-550K- 98.74% |
$32.2M - $32.4M
|
7.02K
$412K
|
|