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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.52K+ 21.83% |
$555K - $565K
|
53.1K
$3.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.53KNew |
$206K - $210K
|
3.53K
$206K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-20.2KClosed |
$1.18M - $1.2M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.87KNew |
$400K - $408K
|
6.87K
$401K
|
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-13.5KClosed |
$789K - $804K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-16.4K- 4.84% |
$958K - $976K
|
323K
$18.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-11KClosed |
$640K - $651K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-13.5K- 20.15% |
$786K - $800K
|
53.4K
$3.12M
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
786+ 14.57% |
$45.8K - $46.7K
|
6.18K
$360K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-6.72KClosed |
$392K - $399K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
800New |
$46.6K - $47.5K
|
800
$46.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
59New |
$3.44K - $3.5K
|
59
$3.44K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-108- 2.93% |
$6.3K - $6.41K
|
3.57K
$208K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
288+ 36.88% |
$16.8K - $17.1K
|
1.07K
$62.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$697K - $710K
|
12K
$698K
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-3.37K- 48.89% |
$196K - $200K
|
3.52K
$205K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
6.82KNew |
$398K - $405K
|
6.82K
$398K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-896Closed |
$52.2K - $53.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-160K- 25.41% |
$9.34M - $9.51M
|
470K
$27.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.18KClosed |
$302K - $308K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-1.06K- 6.7% |
$61.7K - $62.8K
|
14.7K
$859K
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-979- 14.96% |
$57.1K - $58.1K
|
5.57K
$325K
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-68.8K- 3.92% |
$4.01M - $4.08M
|
1.68M
$98.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
60.7KNew |
$3.54M - $3.6M
|
60.7K
$3.54M
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-16.2K- 94.37% |
$961K - $987K
|
969
$56.5K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-3.45KClosed |
$204K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-155Closed |
$9.17K - $9.42K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-141Closed |
$8.35K - $8.57K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
87New |
$5.15K - $5.29K
|
87
$5.07K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-60Closed |
$3.55K - $3.65K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-32KClosed |
$1.89M - $1.94M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61.1KClosed |
$3.61M - $3.71M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.08KClosed |
$241K - $248K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.05KClosed |
$358K - $368K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$296 - $304
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.62KClosed |
$274K - $281K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.99KClosed |
$295K - $303K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.69KClosed |
$396K - $407K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.51KClosed |
$445K - $457K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-53Closed |
$3.14K - $3.22K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Trustees Of The Smith College
|
BUY
|
- |
1.46MNew |
$86.2M - $88.5M
|
1.46M
$84.9M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.54KClosed |
$209K - $215K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
45KNew |
$2.66M - $2.74M
|
45K
$2.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-6.13KClosed |
$363K - $373K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25K+ 52.7% |
$1.48M - $1.52M
|
72.4K
$4.22M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-76.5K- 99.03% |
$4.53M - $4.65M
|
746
$43.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3.84KClosed |
$227K - $234K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.35KClosed |
$317K - $325K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.78KClosed |
$342K - $351K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.58KClosed |
$93.2K - $95.7K
|
0
$0
|
|