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 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-56.7K- 92.48% |
$3.25M - $3.33M
|
4.61K
$270K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54.8KNew |
$3.14M - $3.22M
|
54.8K
$3.22M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.1KNew |
$1.38M - $1.42M
|
24.1K
$1.41M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.88KClosed |
$338K - $342K
|
0
$0
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
43.4KNew |
$2.49M - $2.52M
|
43.4K
$2.55M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.09KClosed |
$62.5K - $63.4K
|
0
$0
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.89KNew |
$108K - $110K
|
1.89K
$111K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.46K+ 9.41% |
$256K - $259K
|
51.9K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-548- 53.52% |
$31.4K - $31.9K
|
476
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36New |
$2.07K - $2.09K
|
36
$2.11K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.19KNew |
$298K - $302K
|
5.19K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
94.9KNew |
$5.45M - $5.52M
|
94.9K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$11.6M - $11.7M
|
202K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
665New |
$38.2K - $38.7K
|
665
$39K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
207New |
$11.9K - $12K
|
207
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-329- 25.6% |
$18.9K - $19.1K
|
956
$56.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 23.57% |
$57.8K - $58.5K
|
5.28K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$402 - $407
|
7
$411
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.34K+ 5.18% |
$192K - $194K
|
67.9K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$57.4 - $58.1
|
3.56K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.25KNew |
$301K - $305K
|
5.25K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.71K- 10.13% |
$213K - $215K
|
32.9K
$1.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.25KNew |
$129K - $131K
|
2.25K
$132K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
80+ 100.0% |
$4.59K - $4.65K
|
160
$9.39K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
20.5K+ 317.42% |
$1.18M - $1.19M
|
27K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 0.54% |
$2.01K - $2.03K
|
6.5K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.3KNew |
$74.5K - $75.5K
|
1.3K
$76.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
26.6KNew |
$1.53M - $1.55M
|
26.6K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-6.41K- 11.32% |
$368K - $373K
|
50.2K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
12.1KNew |
$693K - $702K
|
12.1K
$708K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-87.6K- 39.76% |
$5.02M - $5.09M
|
133K
$7.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.6K- 5.81% |
$207K - $209K
|
58.4K
$3.43M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
408New |
$23.4K - $23.7K
|
408
$23.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78.8KNew |
$4.52M - $4.58M
|
78.8K
$4.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
202+ 3.2% |
$11.6K - $11.7K
|
6.52K
$383K
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.92KNew |
$225K - $228K
|
3.92K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.79K- 1.0% |
$275K - $279K
|
475K
$27.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1KNew |
$57.4K - $58.1K
|
1K
$58.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.48KNew |
$199K - $202K
|
3.48K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-187K- 50.28% |
$10.7M - $10.8M
|
185K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
887KNew |
$50.9M - $51.6M
|
887K
$52M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1New |
$57.4 - $58.1
|
1
$58.7
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
5.27KNew |
$302K - $306K
|
5.27K
$309K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.77KNew |
$216K - $219K
|
3.77K
$221K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
14.8K+ 6.21% |
$846K - $857K
|
252K
$14.8M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
5.07KNew |
$291K - $295K
|
5.07K
$298K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$1.12M - $1.14M
|
19.6K
$1.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.8KNew |
$735K - $744K
|
12.8K
$751K
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-43.6K- 89.39% |
$2.5M - $2.53M
|
5.17K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
54New |
$3.1K - $3.14K
|
54
$3.17K
|
|