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 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
2.66KNew |
$152K - $155K
|
2.66K
$156K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43Closed |
$2.47K - $2.51K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$217K - $221K
|
3.79K
$223K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 88.34% |
$28.7K - $29.2K
|
66
$3.88K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
150New |
$8.6K - $8.76K
|
150
$8.81K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.6KNew |
$493K - $502K
|
8.6K
$505K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16New |
$917 - $935
|
16
$940
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
56.2KNew |
$3.22M - $3.28M
|
56.2K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.93KNew |
$225K - $230K
|
3.93K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15.6K- 9.93% |
$896K - $912K
|
142K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
222KNew |
$12.7M - $13M
|
222K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-15.7K- 97.11% |
$899K - $915K
|
467
$27.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.7K+ 98.12% |
$556K - $567K
|
19.6K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.47K- 39.26% |
$142K - $144K
|
3.82K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.42% |
$172 - $175
|
214
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
428New |
$24.5K - $25K
|
428
$25.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 5.59% |
$231K - $235K
|
67.9K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.25K- 14.09% |
$71.4K - $72.8K
|
7.6K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
83.9KNew |
$4.81M - $4.9M
|
83.9K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$71.8K - $73.1K
|
1.25K
$73.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.54KNew |
$203K - $207K
|
3.54K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.72KNew |
$213K - $217K
|
3.72K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-111- 31.01% |
$6.36K - $6.48K
|
247
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
521New |
$29.9K - $30.4K
|
521
$30.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.58K- 66.39% |
$205K - $209K
|
1.81K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.34KNew |
$249K - $253K
|
4.34K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
858+ 5.99% |
$49.2K - $50.1K
|
15.2K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 4.97% |
$14.3K - $14.6K
|
4.78K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-72- 1.1% |
$4.13K - $4.21K
|
6.47K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-6.43K- 40.71% |
$369K - $376K
|
9.36K
$550K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32K- 28.87% |
$190K - $194K
|
8.18K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.57K+ 12.45% |
$148K - $150K
|
23.2K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-921K- 99.33% |
$52.8M - $53.8M
|
6.22K
$365K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-549- 7.36% |
$31.5K - $32.1K
|
6.91K
$406K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-155K- 80.06% |
$8.89M - $9.05M
|
38.6K
$2.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 20.94% |
$68.8K - $70.1K
|
4.53K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-384- 60.09% |
$22K - $22.4K
|
255
$15K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.75KNew |
$215K - $219K
|
3.75K
$220K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-223K- 50.56% |
$12.8M - $13.1M
|
219K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
157New |
$9K - $9.17K
|
157
$9.22K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.04K- 14.63% |
$117K - $119K
|
11.9K
$697K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
654+ 13.72% |
$37.5K - $38.2K
|
5.42K
$318K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-260- 2.66% |
$14.9K - $15.2K
|
9.5K
$558K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 18.45% |
$301K - $306K
|
23.2K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
38.7K+ 12.34% |
$2.22M - $2.26M
|
352K
$20.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-101- 2.46% |
$5.79K - $5.9K
|
4.01K
$235K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
243+ 6075.0% |
$13.9K - $14.2K
|
247
$14.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.1KNew |
$979K - $998K
|
17.1K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
11.4K+ 274.69% |
$652K - $664K
|
15.5K
$911K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
259New |
$14.9K - $15.1K
|
259
$15.2K
|
|