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 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 804.48% |
$1.41M - $1.42M
|
27.5K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
38.1K+ 120.66% |
$2.19M - $2.21M
|
69.7K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.5KNew |
$144K - $145K
|
2.5K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-86- 0.83% |
$4.95K - $4.99K
|
10.3K
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.33K- 3.61% |
$479K - $483K
|
222K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
7.71K+ 7.72% |
$444K - $447K
|
108K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.19KNew |
$356K - $359K
|
6.19K
$363K
|
|
|
Aug 12, 2024
Q2 2024
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-3.94K- 0.81% |
$227K - $228K
|
485K
$28.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27.1K- 5.45% |
$1.56M - $1.57M
|
469K
$27.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-72.9K- 95.0% |
$4.2M - $4.23M
|
3.84K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.01KNew |
$116K - $117K
|
2.01K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.2K- 59.22% |
$1.22M - $1.23M
|
14.6K
$856K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
150+ 0.79% |
$8.63K - $8.7K
|
19.2K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
900+ 2.89% |
$51.8K - $52.2K
|
32K
$1.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
17.1KNew |
$986K - $994K
|
17.1K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8New |
$460 - $464
|
8
$470
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-40- 56.34% |
$2.3K - $2.32K
|
31
$1.82K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
15.6KNew |
$898K - $905K
|
15.6K
$917K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.14KNew |
$296K - $298K
|
5.14K
$302K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.83K- 34.32% |
$278K - $280K
|
9.24K
$543K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-29- 0.7% |
$1.67K - $1.68K
|
4.11K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
186New |
$10.7K - $10.8K
|
186
$10.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-507- 9.98% |
$29.2K - $29.4K
|
4.57K
$269K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-76.5K- 35.89% |
$4.4M - $4.44M
|
137K
$8.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.47K- 14.74% |
$142K - $143K
|
14.3K
$839K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-553- 24.64% |
$31.8K - $32.1K
|
1.69K
$99.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.7KNew |
$558K - $563K
|
9.7K
$570K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$403 - $406
|
7
$411
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
525New |
$30.2K - $30.5K
|
525
$30.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.56% |
$57.6 - $58
|
180
$10.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.94KNew |
$112K - $112K
|
1.94K
$114K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
209New |
$12K - $12.1K
|
209
$12.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
19New |
$1.09K - $1.1K
|
19
$1.12K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
80.3KNew |
$4.62M - $4.66M
|
80.3K
$4.71M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
180KNew |
$10.4M - $10.4M
|
180K
$10.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.44K- 26.4% |
$82.6K - $83.2K
|
4K
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
93.8KNew |
$5.4M - $5.44M
|
93.8K
$5.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.4K+ 13.38% |
$311K - $313K
|
45.7K
$2.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$230 - $232
|
4
$235
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
35+ 0.94% |
$2.01K - $2.03K
|
3.75K
$220K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1- 0.02% |
$57.6 - $58
|
5.08K
$298K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45New |
$2.59K - $2.61K
|
45
$2.64K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 95.06% |
$192K - $193K
|
173
$10.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.3K- 4.56% |
$74.6K - $75.2K
|
27.2K
$1.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.51K- 44.47% |
$202K - $203K
|
4.38K
$257K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-457- 9.83% |
$26.5K - $26.8K
|
4.19K
$246K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-22KClosed |
$1.27M - $1.29M
|
0
$0
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-100- 3.74% |
$5.79K - $5.85K
|
2.57K
$151K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.61KNew |
$209K - $211K
|
3.61K
$212K
|
|