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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.06K+ 1.1% |
$61.5K - $62.2K
|
97K
$5.69M
|
|
|
Aug 06, 2025
Q2 2025
|
American Assets Capital Advisers, LLC
|
BUY
|
- |
3.1K+ 1.36% |
$181K - $183K
|
231K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26.2KNew |
$1.53M - $1.54M
|
26.2K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
184+ 1.15% |
$10.7K - $10.8K
|
16.2K
$950K
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-19.6K- 50.89% |
$1.14M - $1.15M
|
18.9K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
3.1K+ 1.36% |
$181K - $183K
|
231K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
57+ 1.66% |
$3.32K - $3.36K
|
3.49K
$205K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.47K- 8.72% |
$202K - $205K
|
36.3K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-73- 55.3% |
$4.26K - $4.3K
|
59
$3.46K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-3.43K- 43.49% |
$200K - $202K
|
4.46K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
1.72K+ 18.18% |
$100K - $101K
|
11.2K
$657K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
152+ 0.99% |
$8.86K - $8.96K
|
15.5K
$913K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
SELL
|
- |
-1.12K- 22.01% |
$65.2K - $65.9K
|
3.96K
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-289- 2.55% |
$16.9K - $17K
|
11K
$648K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-646- 79.26% |
$37.7K - $38.1K
|
169
$9.92K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.5K- 24.82% |
$87.2K - $88.2K
|
4.53K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-599- 6.07% |
$34.9K - $35.3K
|
9.27K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.66K- 47.51% |
$213K - $216K
|
4.04K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 0.95% |
$71.2K - $71.9K
|
127K
$7.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10.4KNew |
$606K - $612K
|
10.4K
$610K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-206K- 14.1% |
$12M - $12.1M
|
1.25M
$73.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5New |
$292 - $295
|
5
$294
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-17.1K- 44.82% |
$998K - $1.01M
|
21.1K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.26K- 29.99% |
$248K - $251K
|
9.94K
$584K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
458+ 107.76% |
$26.7K - $27K
|
883
$51.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-127- 3.04% |
$7.41K - $7.49K
|
4.05K
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.33K+ 28.36% |
$77.5K - $78.3K
|
6.02K
$353K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-166- 21.9% |
$9.68K - $9.79K
|
592
$34.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
275+ 0.2% |
$16K - $16.2K
|
136K
$7.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.3K- 68.71% |
$3.81M - $3.85M
|
29.7K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.91KNew |
$228K - $230K
|
3.91K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.86KNew |
$400K - $404K
|
6.86K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
460New |
$26.8K - $27.1K
|
460
$27K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-23.4K- 68.97% |
$1.36M - $1.38M
|
10.5K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 4.86% |
$2.68K - $2.71K
|
900
$52.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-466- 7.34% |
$27.2K - $27.5K
|
5.88K
$345K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
100KNew |
$5.83M - $5.9M
|
100K
$5.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
413+ 1.69% |
$24.1K - $24.3K
|
24.8K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$875 - $884
|
15
$881
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
1K+ 14.29% |
$58.3K - $59K
|
8K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-261- 6.75% |
$15.2K - $15.4K
|
3.6K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.11KNew |
$182K - $184K
|
3.11K
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
31.6K+ 141.81% |
$1.84M - $1.86M
|
53.9K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
83+ 0.81% |
$4.84K - $4.89K
|
10.4K
$610K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-750- 13.33% |
$43.7K - $44.2K
|
4.88K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-770- 16.2% |
$44.9K - $45.4K
|
3.98K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.47KNew |
$494K - $499K
|
8.47K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-251- 7.75% |
$14.6K - $14.8K
|
2.99K
$175K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
783+ 10.79% |
$45.7K - $46.2K
|
8.04K
$472K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 12.99% |
$7.12K - $7.19K
|
817
$48K
|
|