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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.15K- 2.23% |
$66.4K - $67.4K
|
50.2K
$2.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.37% |
$1.16K - $1.18K
|
1.48K
$86.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 4.96% |
$7.66K - $7.77K
|
2.79K
$164K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-344K- 96.55% |
$20M - $20.3M
|
12.3K
$722K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$157K - $159K
|
2.7K
$158K
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-55- 1.41% |
$3.19K - $3.24K
|
3.85K
$226K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.34K- 21.48% |
$481K - $493K
|
30.5K
$1.79M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
251K+ 31.56% |
$14.5M - $14.8M
|
1.05M
$61.4M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-6.34KClosed |
$366K - $375K
|
0
$0
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-884- 6.84% |
$51K - $52.3K
|
12K
$707K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
27.8KNew |
$1.6M - $1.64M
|
27.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 0.4% |
$1.21K - $1.24K
|
5.32K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
414New |
$23.9K - $24.5K
|
414
$24.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.87KNew |
$224K - $229K
|
3.87K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
512+ 320.0% |
$29.6K - $30.3K
|
672
$39.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.01% |
$6.58K - $6.74K
|
11.4K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.4KNew |
$1.06M - $1.09M
|
18.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-56.5K- 87.5% |
$3.26M - $3.34M
|
8.08K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.74K- 19.37% |
$274K - $280K
|
19.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.61KNew |
$208K - $214K
|
3.61K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-45- 15.0% |
$2.6K - $2.66K
|
255
$15K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.19K- 25.99% |
$357K - $366K
|
17.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
14.8K+ 195.4% |
$856K - $877K
|
22.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.5K+ 1401.1% |
$3.38M - $3.46M
|
62.7K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.1K+ 17.5% |
$121K - $124K
|
14.1K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15KNew |
$866K - $887K
|
15K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.77KNew |
$217K - $223K
|
3.77K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
3.4KNew |
$196K - $201K
|
3.4K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
35+ 0.5% |
$2.02K - $2.07K
|
7.09K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-263- 2.94% |
$15.2K - $15.6K
|
8.67K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.99K+ 4384.62% |
$230K - $236K
|
4.08K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$3.29K - $3.37K
|
57
$3.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.53K+ 37.43% |
$261K - $268K
|
16.6K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
854+ 7.17% |
$49.3K - $50.5K
|
12.8K
$749K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.39K+ 12.85% |
$253K - $260K
|
38.5K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89K+ 40.25% |
$456K - $467K
|
27.5K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.12K+ 15.52% |
$238K - $244K
|
30.7K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.97KNew |
$460K - $471K
|
7.97K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.04K- 11.14% |
$59.9K - $61.3K
|
8.27K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-38.9K- 99.27% |
$2.24M - $2.3M
|
284
$16.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.69K+ 16.98% |
$386K - $395K
|
46.1K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
47.8KNew |
$2.76M - $2.83M
|
47.8K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.9K- 26.54% |
$110K - $112K
|
5.25K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.41KNew |
$197K - $202K
|
3.41K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.64KNew |
$94.6K - $96.9K
|
1.64K
$96.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26New |
$1.5K - $1.54K
|
26
$1.53K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
310New |
$17.9K - $18.3K
|
310
$18.2K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
165K+ 4606.37% |
$9.53M - $9.76M
|
169K
$9.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
257New |
$14.8K - $15.2K
|
257
$15.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
7.62KNew |
$440K - $451K
|
7.62K
$447K
|
|