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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-20.3K- 20.43% |
$1.18M - $1.19M
|
78.9K
$4.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.41K+ 11.46% |
$198K - $200K
|
33.2K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.12K- 22.81% |
$181K - $183K
|
10.6K
$620K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$11.6K - $11.7K
|
200
$11.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.2K- 1.44% |
$128K - $129K
|
151K
$8.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.33K+ 13.07% |
$484K - $489K
|
72.1K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.47K- 3.5% |
$376K - $380K
|
179K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.9% |
$6.33K - $6.4K
|
11.9K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-7.18K- 50.75% |
$417K - $421K
|
6.97K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
BUY
|
- |
7KNew |
$406K - $411K
|
7K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.5K+ 86.61% |
$899K - $909K
|
33.4K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.17K+ 42.39% |
$126K - $127K
|
7.29K
$428K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.39KNew |
$255K - $257K
|
4.39K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-184K- 19.28% |
$10.7M - $10.8M
|
770K
$45.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 3.39% |
$707K - $714K
|
371K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.32K- 49.9% |
$309K - $312K
|
5.35K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.52KNew |
$204K - $206K
|
3.52K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.19K+ 29.59% |
$185K - $187K
|
14K
$820K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-5.58K- 12.74% |
$324K - $327K
|
38.2K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-79.3K- 87.17% |
$4.61M - $4.65M
|
11.7K
$685K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
377KNew |
$21.9M - $22.1M
|
377K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
5.18K+ 2.89% |
$301K - $304K
|
184K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-424- 10.81% |
$24.6K - $24.9K
|
3.5K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.67K- 18.91% |
$155K - $156K
|
11.4K
$671K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6K+ 32.27% |
$2.88M - $2.91M
|
203K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
586New |
$34K - $34.4K
|
586
$34.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.73K- 12.69% |
$158K - $160K
|
18.8K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3New |
$174 - $176
|
3
$176
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.14K+ 8.67% |
$66.4K - $67.1K
|
14.3K
$841K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.7K+ 6.26% |
$157K - $158K
|
45.8K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
868+ 0.53% |
$50.4K - $50.9K
|
164K
$9.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
49.4K+ 274.22% |
$2.87M - $2.9M
|
67.5K
$3.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.22K+ 18.99% |
$478K - $483K
|
51.5K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 8.06% |
$391K - $395K
|
76.7K
$4.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.1K- 18.89% |
$180K - $182K
|
13.3K
$781K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.9K- 98.3% |
$285K - $288K
|
85
$4.99K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.37KNew |
$253K - $256K
|
4.37K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.89K+ 1.96% |
$226K - $228K
|
203K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 3.65% |
$260K - $263K
|
127K
$7.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
34.2K+ 3.74% |
$1.99M - $2.01M
|
949K
$55.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30.7K+ 30.26% |
$1.78M - $1.8M
|
132K
$7.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
22KNew |
$1.28M - $1.29M
|
22K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
112New |
$6.5K - $6.57K
|
112
$6.57K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.44KNew |
$258K - $260K
|
4.44K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 79.02% |
$1.42M - $1.43M
|
6.48K
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
568+ 1.19% |
$33K - $33.3K
|
48.5K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
24.9KNew |
$1.45M - $1.46M
|
24.9K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
156+ 0.68% |
$9.06K - $9.15K
|
23.3K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-88- 0.16% |
$5.11K - $5.16K
|
54.5K
$3.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
536+ 4.66% |
$31.1K - $31.5K
|
12K
$706K
|