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 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
50.5K+ 204.39% |
$2.95M - $2.97M
|
75.2K
$4.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.41K+ 12.02% |
$492K - $495K
|
78.4K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.27K+ 47.54% |
$367K - $369K
|
19.5K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
284K+ 7.71% |
$16.6M - $16.7M
|
3.96M
$233M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.84K+ 94.74% |
$400K - $403K
|
14.1K
$826K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.43K- 15.41% |
$83.5K - $84.1K
|
7.84K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
76.7K+ 9.37% |
$4.48M - $4.51M
|
894K
$52.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-397- 1.5% |
$23.2K - $23.4K
|
26K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.3K- 5.36% |
$75.7K - $76.3K
|
22.9K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
25.6K+ 20.09% |
$1.5M - $1.51M
|
153K
$9M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
61+ 5.05% |
$3.56K - $3.59K
|
1.27K
$74.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-410- 5.04% |
$24K - $24.1K
|
7.73K
$454K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.54K- 3.37% |
$90.2K - $90.9K
|
44.3K
$2.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.11K- 12.26% |
$64.8K - $65.3K
|
7.94K
$466K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-433- 2.04% |
$25.3K - $25.5K
|
20.8K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.52% |
$409 - $412
|
467
$27.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
7.78K+ 35.14% |
$455K - $458K
|
29.9K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Barton Investment Management
|
SELL
|
- |
-800- 2.92% |
$46.7K - $47.1K
|
26.6K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
2.71K+ 16.65% |
$159K - $160K
|
19K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
SELL
|
- |
-311K- 98.85% |
$18.2M - $18.3M
|
3.61K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
42.3KNew |
$2.47M - $2.49M
|
42.3K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.63K+ 41.48% |
$212K - $214K
|
12.4K
$728K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.25K+ 18.13% |
$190K - $191K
|
21.2K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
33.4K+ 10.2% |
$1.95M - $1.97M
|
361K
$21.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.55K+ 15.23% |
$90.8K - $91.5K
|
11.8K
$690K
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-3.82K- 14.74% |
$223K - $225K
|
22.1K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4+ 0.03% |
$234 - $236
|
11.7K
$688K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
76.8K+ 21.24% |
$4.49M - $4.52M
|
439K
$25.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.39K+ 9.28% |
$315K - $317K
|
63.5K
$3.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-25.7K- 57.91% |
$1.5M - $1.51M
|
18.7K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.48K+ 5.54% |
$86.5K - $87.1K
|
28.2K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
157KNew |
$9.16M - $9.23M
|
157K
$9.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-555K- 84.34% |
$32.4M - $32.7M
|
103K
$6.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.31K- 6.51% |
$76.3K - $76.8K
|
18.8K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-855- 5.9% |
$50K - $50.3K
|
13.6K
$800K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-290K- 96.13% |
$16.9M - $17.1M
|
11.7K
$686K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
347New |
$20.3K - $20.4K
|
347
$20.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.83K+ 6.09% |
$165K - $166K
|
49.2K
$2.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-682- 0.62% |
$39.8K - $40.2K
|
110K
$6.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.3K+ 3.29% |
$717K - $723K
|
386K
$22.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15K+ 152.44% |
$874K - $881K
|
24.8K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-5.38K- 14.5% |
$314K - $317K
|
31.7K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
25.5K+ 14.54% |
$1.49M - $1.5M
|
201K
$11.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.47K- 10.43% |
$436K - $440K
|
64.2K
$3.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62KNew |
$562K - $566K
|
9.62K
$565K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27.1K- 76.39% |
$1.58M - $1.59M
|
8.37K
$491K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-2.32K- 8.29% |
$135K - $137K
|
25.6K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.3K+ 35.25% |
$75.9K - $76.5K
|
4.98K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.12K+ 22.53% |
$416K - $419K
|
38.7K
$2.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
5.17K+ 12.19% |
$302K - $305K
|
47.6K
$2.8M
|
|