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 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
4.61KNew |
$269K - $271K
|
4.61K
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30.1K+ 13.97% |
$1.76M - $1.77M
|
245K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
621+ 3.07% |
$36.3K - $36.6K
|
20.8K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.6KNew |
$269K - $271K
|
4.6K
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
3.93KNew |
$230K - $231K
|
3.93K
$231K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
27.2K+ 3.2% |
$1.59M - $1.6M
|
880K
$51.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.05K - $1.06K
|
18
$1.06K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
189K+ 8.78% |
$11M - $11.1M
|
2.34M
$137M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.9K+ 1.09% |
$1.22M - $1.23M
|
1.93M
$113M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
12.4K+ 24.98% |
$724K - $730K
|
62K
$3.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.49K+ 63.56% |
$438K - $441K
|
19.3K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19K+ 4.13% |
$1.11M - $1.12M
|
479K
$28.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-103- 4.16% |
$6.02K - $6.06K
|
2.37K
$139K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
331New |
$19.3K - $19.5K
|
331
$19.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.52K- 1.45% |
$147K - $148K
|
171K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.4K+ 1.01% |
$315K - $318K
|
539K
$31.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
16.3K+ 2.04% |
$955K - $962K
|
819K
$48.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.46KNew |
$436K - $439K
|
7.46K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.99K+ 36.42% |
$233K - $235K
|
15K
$878K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
38.3K+ 4.44% |
$2.24M - $2.25M
|
899K
$52.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
54+ 0.11% |
$3.16K - $3.18K
|
50.6K
$2.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.38K- 21.92% |
$139K - $140K
|
8.48K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
156KNew |
$9.1M - $9.17M
|
156K
$9.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-24.8K- 72.68% |
$1.45M - $1.46M
|
9.34K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.78K+ 1.26% |
$104K - $105K
|
143K
$8.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
27.2K+ 6.48% |
$1.59M - $1.6M
|
446K
$26.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2K+ 19.46% |
$712K - $718K
|
74.8K
$4.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.86K+ 1.5% |
$459K - $463K
|
532K
$31.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.55K+ 9.1% |
$324K - $327K
|
66.5K
$3.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
333+ 146.05% |
$19.5K - $19.6K
|
561
$32.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 10.13% |
$87.7K - $88.4K
|
16.3K
$958K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
12.1K+ 5.1% |
$708K - $714K
|
250K
$14.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 1.04% |
$993 - $1K
|
1.65K
$96.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-65.9K- 83.6% |
$3.85M - $3.88M
|
12.9K
$759K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-27.3K- 12.4% |
$1.6M - $1.61M
|
193K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
25.2K+ 3.44% |
$1.47M - $1.49M
|
758K
$44.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3.37K+ 66.13% |
$197K - $198K
|
8.46K
$497K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
919+ 4.1% |
$53.7K - $54.1K
|
23.3K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.84K- 25.92% |
$224K - $226K
|
11K
$645K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.46K- 1.72% |
$261K - $263K
|
255K
$14.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.77K+ 11.6% |
$104K - $104K
|
17.1K
$1M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-601- 5.04% |
$35.1K - $35.4K
|
11.3K
$665K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.07K+ 10.21% |
$355K - $357K
|
65.5K
$3.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
255+ 6.08% |
$14.9K - $15K
|
4.45K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.29K+ 15.08% |
$251K - $253K
|
32.7K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$175 - $177
|
781
$45.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
81+ 1.89% |
$4.73K - $4.77K
|
4.38K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
227+ 1.98% |
$13.3K - $13.4K
|
11.7K
$686K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.22K- 1.18% |
$130K - $131K
|
186K
$10.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-595- 2.99% |
$34.8K - $35K
|
19.3K
$1.14M
|
|