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 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
|
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
|
Stephens Inc
|
BUY
|
- |
18.8K+ 4.24% |
$1.1M - $1.11M
|
463K
$27.2M
|
|
|
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
|
Colony Family Offices, LLC
|
SELL
|
- |
-15.5K- 13.64% |
$905K - $912K
|
98.1K
$5.76M
|
|
|
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
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.61K+ 37.24% |
$94K - $94.7K
|
5.93K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2K- 2.06% |
$117K - $118K
|
95.3K
$5.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.87K+ 216.09% |
$109K - $110K
|
2.73K
$160K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.73K+ 13.23% |
$159K - $161K
|
23.3K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4K- 26.35% |
$234K - $236K
|
11.2K
$657K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
175+ 1.64% |
$10.2K - $10.3K
|
10.8K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-34.5K- 49.54% |
$2.02M - $2.03M
|
35.1K
$2.06M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
10.3K+ 75.44% |
$603K - $607K
|
24K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-9.54K- 4.13% |
$557K - $562K
|
221K
$13M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
8.8K+ 43.05% |
$514K - $518K
|
29.2K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.7KNew |
$274K - $277K
|
4.7K
$276K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.86K+ 8.98% |
$226K - $227K
|
46.9K
$2.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
680+ 1.82% |
$39.7K - $40K
|
38K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.38K- 43.06% |
$80.9K - $81.5K
|
1.83K
$107K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.2K+ 3.0% |
$2.23M - $2.25M
|
1.31M
$77M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
91K+ 20.0% |
$5.32M - $5.36M
|
546K
$32.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.12K+ 1.28% |
$182K - $184K
|
247K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
60.2KNew |
$3.52M - $3.55M
|
60.2K
$3.54M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.47K- 15.93% |
$85.9K - $86.6K
|
7.76K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
13KNew |
$760K - $765K
|
13K
$763K
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
9.02K+ 7.25% |
$527K - $531K
|
133K
$7.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
120+ 0.54% |
$7.01K - $7.07K
|
22.5K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
345New |
$20.2K - $20.3K
|
345
$20.3K
|
|