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 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
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 1.02% |
$1.34K - $1.35K
|
2.28K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
531+ 7.15% |
$31K - $31.3K
|
7.95K
$467K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.76K- 13.97% |
$161K - $163K
|
17K
$998K
|
|
|
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
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-397- 1.5% |
$23.2K - $23.4K
|
26K
$1.53M
|
|
|
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
|
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
|
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
|
|