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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
115+ 3.19% |
$6.61K - $6.66K
|
3.72K
$219K
|
|
| Q2 2023 | |||||||
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 20.0% |
$28.9K - $29.3K
|
3K
$176K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.17KNew |
$240K - $245K
|
4.17K
$244K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-316K- 98.86% |
$18.2M - $18.5M
|
3.65K
$214K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-477- 72.6% |
$27.5K - $28K
|
180
$10.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$5.77K - $5.87K
|
100
$5.87K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
74.6KNew |
$4.31M - $4.38M
|
74.6K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.16K- 13.97% |
$125K - $127K
|
13.3K
$780K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
331+ 0.75% |
$19.1K - $19.4K
|
44.2K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.2KNew |
$588K - $598K
|
10.2K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.82K- 51.12% |
$105K - $107K
|
1.74K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
188KNew |
$10.8M - $11M
|
188K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-148- 12.1% |
$8.54K - $8.69K
|
1.08K
$63.1K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.67KNew |
$270K - $274K
|
4.67K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.43K- 2.65% |
$198K - $201K
|
126K
$7.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.81K+ 8.19% |
$104K - $106K
|
23.9K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
632New |
$36.5K - $37.1K
|
632
$37.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.5KNew |
$260K - $264K
|
4.5K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2K- 34.14% |
$116K - $118K
|
3.86K
$227K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
301New |
$17.4K - $17.7K
|
301
$17.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
53.5K+ 38.84% |
$3.09M - $3.14M
|
191K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.43K+ 3.75% |
$198K - $202K
|
95K
$5.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-821- 13.43% |
$47.4K - $48.2K
|
5.29K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-513- 12.4% |
$29.6K - $30.1K
|
3.62K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 26.02% |
$103K - $104K
|
5.06K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
701+ 124.96% |
$40.5K - $41.1K
|
1.26K
$74.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-133K- 55.61% |
$7.66M - $7.79M
|
106K
$6.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.87KNew |
$339K - $344K
|
5.87K
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.39% |
$808 - $822
|
3.59K
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.95K- 49.2% |
$228K - $232K
|
4.07K
$239K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-31.1K- 87.29% |
$1.79M - $1.82M
|
4.52K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-188- 4.74% |
$10.9K - $11K
|
3.78K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
88.6KNew |
$5.11M - $5.2M
|
88.6K
$5.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-71- 0.38% |
$4.1K - $4.17K
|
18.4K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
535+ 7.72% |
$30.9K - $31.4K
|
7.46K
$438K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.19K+ 495.52% |
$415K - $422K
|
8.64K
$507K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130New |
$7.5K - $7.63K
|
130
$7.63K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21.3KNew |
$1.23M - $1.25M
|
21.3K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.99% |
$289 - $293
|
512
$30K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.2K- 20.94% |
$1.11M - $1.13M
|
72.7K
$4.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 6.82% |
$136K - $138K
|
36.8K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
315New |
$18.2K - $18.5K
|
315
$18.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
132New |
$7.62K - $7.75K
|
132
$7.75K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-57- 3.54% |
$3.29K - $3.35K
|
1.55K
$91K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.76% |
$404 - $411
|
926
$54.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
165KNew |
$9.52M - $9.68M
|
165K
$9.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.49KNew |
$490K - $498K
|
8.49K
$498K
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
11.7K+ 9.05% |
$674K - $686K
|
141K
$8.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-847- 17.98% |
$48.9K - $49.7K
|
3.87K
$227K
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
10KNew |
$577K - $587K
|
10K
$587K
|
|