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 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
14.6K+ 411.15% |
$843K - $864K
|
18.2K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.8K+ 3.94% |
$910K - $932K
|
416K
$24.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 8.33% |
$137K - $141K
|
30.9K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.17K+ 1.86% |
$530K - $542K
|
503K
$29.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-553- 10.53% |
$31.9K - $32.7K
|
4.7K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-687- 1.02% |
$39.7K - $40.6K
|
66.9K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-39.4K- 99.94% |
$2.27M - $2.33M
|
22
$1.28K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 1.01% |
$462 - $473
|
803
$46.8K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.05M+ 19321.29% |
$60.8M - $62.3M
|
1.06M
$61.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
BUY
|
- |
49+ 0.1% |
$2.83K - $2.9K
|
50.3K
$2.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18New |
$1.04K - $1.06K
|
18
$1.05K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-747- 1.49% |
$43.1K - $44.2K
|
49.6K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-5.96K- 1.52% |
$344K - $352K
|
387K
$22.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-16- 0.1% |
$924 - $946
|
15.8K
$922K
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
693+ 0.37% |
$40K - $41K
|
189K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-8.7K- 14.13% |
$502K - $514K
|
52.9K
$3.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
22.1K+ 5472.21% |
$1.27M - $1.3M
|
22.5K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
22.4K+ 22.23% |
$1.29M - $1.32M
|
123K
$7.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.2K- 38.19% |
$242K - $248K
|
6.79K
$396K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
34.7K+ 28.88% |
$2M - $2.05M
|
155K
$9.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-89.8K- 20.18% |
$5.19M - $5.31M
|
355K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-133- 1.27% |
$7.68K - $7.86K
|
10.3K
$603K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.11KNew |
$295K - $302K
|
5.11K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
758New |
$43.8K - $44.8K
|
758
$44.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.09K- 76.73% |
$236K - $242K
|
1.24K
$72.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
46.8K+ 31.41% |
$2.7M - $2.77M
|
196K
$11.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
5.89K+ 98233.33% |
$340K - $349K
|
5.9K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
10.7K+ 4.55% |
$617K - $632K
|
245K
$14.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.34K- 0.94% |
$193K - $197K
|
352K
$20.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.48K+ 34.9% |
$143K - $147K
|
9.59K
$559K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.77K+ 181.41% |
$275K - $282K
|
7.4K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.22K+ 3.54% |
$70.3K - $72K
|
35.6K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
1.88K+ 7.14% |
$108K - $111K
|
28.1K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 2.6% |
$34.6K - $35.5K
|
22.5K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23K+ 20.14% |
$1.33M - $1.36M
|
138K
$8.02M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.7K+ 5.8% |
$2.99M - $3.06M
|
944K
$55M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
88+ 1.99% |
$5.08K - $5.2K
|
4.52K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
220+ 36.67% |
$12.7K - $13K
|
820
$47.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.83K- 21.21% |
$279K - $285K
|
17.9K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.4K+ 7.52% |
$1.12M - $1.15M
|
278K
$16.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.4K- 25.66% |
$80.7K - $82.6K
|
4.05K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
129K+ 5.34% |
$7.43M - $7.61M
|
2.54M
$148M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-742- 14.89% |
$42.8K - $43.9K
|
4.24K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.17K+ 4.22% |
$67.4K - $69.1K
|
28.9K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 718.18% |
$114K - $117K
|
2.25K
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.5KNew |
$897K - $918K
|
15.5K
$905K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 5.35% |
$17.4K - $17.8K
|
5.93K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.4% |
$289 - $296
|
1.24K
$72.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-300- 5.74% |
$17.3K - $17.7K
|
4.93K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-426- 13.86% |
$24.6K - $25.2K
|
2.65K
$154K
|