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 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
126+ 1.45% |
$7.31K - $7.42K
|
8.82K
$518K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-153K- 86.95% |
$8.88M - $9.02M
|
23K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.3K+ 23.16% |
$1.06M - $1.08M
|
97.4K
$5.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
81+ 1.4% |
$4.7K - $4.77K
|
5.87K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 22.73% |
$290 - $294
|
17
$998
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.08K- 6.97% |
$62.8K - $63.8K
|
14.4K
$848K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-26.9K- 84.94% |
$1.56M - $1.59M
|
4.78K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
563+ 16.52% |
$32.7K - $33.1K
|
3.97K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.21KNew |
$244K - $248K
|
4.21K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.76KNew |
$218K - $222K
|
3.76K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.53K+ 83.28% |
$205K - $208K
|
7.77K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.8K+ 3.63% |
$1.79M - $1.82M
|
881K
$51.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
280New |
$16.2K - $16.5K
|
280
$16.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
19New |
$1.1K - $1.12K
|
19
$1.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-154- 4.28% |
$8.94K - $9.07K
|
3.44K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
180+ 4.42% |
$10.4K - $10.6K
|
4.25K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.2KNew |
$3.78M - $3.84M
|
65.2K
$3.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 2.25% |
$2.32K - $2.36K
|
1.74K
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 1.37% |
$1.16K - $1.18K
|
1.48K
$86.7K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$157K - $159K
|
2.7K
$159K
|
|
| Q3 2024 | |||||||
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-1.7KClosed |
$98.2K - $101K
|
0
$0
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-6.34KClosed |
$366K - $375K
|
0
$0
|
|
|
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
|
Family Management Corp
New York, NY |
BUY
|
- |
512+ 320.0% |
$29.6K - $30.3K
|
672
$39.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.01% |
$6.58K - $6.74K
|
11.4K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.74K- 19.37% |
$274K - $280K
|
19.7K
$1.16M
|
|
|
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
|
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
|
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
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.53K+ 37.43% |
$261K - $268K
|
16.6K
$976K
|
|
|
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
$486K
|
|
|
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
|
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
$96.2K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
165K+ 4606.37% |
$9.53M - $9.76M
|
169K
$9.9M
|
|
|
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
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.47K- 7.33% |
$84.6K - $86.6K
|
18.5K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-165K- 97.69% |
$9.51M - $9.73M
|
3.89K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-641- 87.21% |
$37K - $37.9K
|
94
$5.52K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-710- 10.36% |
$41K - $42K
|
6.14K
$361K
|
|