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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
259New |
$14.9K - $15.1K
|
259
$15.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
49.8KNew |
$2.86M - $2.91M
|
49.8K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-17.1K- 79.88% |
$983K - $1M
|
4.32K
$254K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.46KNew |
$198K - $202K
|
3.46K
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-137- 14.56% |
$7.86K - $8K
|
804
$47.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
8.8K+ 5.0% |
$504K - $514K
|
185K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
29+ 0.81% |
$1.66K - $1.69K
|
3.61K
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.5K- 99.48% |
$143K - $146K
|
13
$763
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 54.6% |
$5.1K - $5.2K
|
74
$4.35K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-151- 1.92% |
$8.66K - $8.82K
|
7.7K
$452K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-42- 56.0% |
$2.41K - $2.45K
|
33
$1.94K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-32.6K- 6.31% |
$1.87M - $1.91M
|
484K
$28.4M
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-439- 87.98% |
$25.2K - $25.4K
|
60
$3.52K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.7KNew |
$671K - $676K
|
11.7K
$686K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32New |
$1.84K - $1.85K
|
32
$1.88K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-346K- 98.93% |
$19.9M - $20.1M
|
3.74K
$219K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.5KNew |
$201K - $203K
|
3.5K
$206K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$214K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12K- 64.27% |
$688K - $693K
|
6.66K
$391K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
90.8KNew |
$5.22M - $5.26M
|
90.8K
$5.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-265- 3.44% |
$15.2K - $15.3K
|
7.44K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.07K- 49.47% |
$349K - $351K
|
6.2K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-225K- 98.26% |
$12.9M - $13M
|
3.97K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
69.2K+ 174.15% |
$3.98M - $4.01M
|
109K
$6.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-12.2K- 18.88% |
$703K - $708K
|
52.5K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
8.36K+ 2.23% |
$480K - $484K
|
383K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.33K+ 155.76% |
$479K - $482K
|
13.7K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.9K+ 1.28% |
$224K - $226K
|
309K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.65K- 10.9% |
$94.8K - $95.6K
|
13.5K
$792K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.3K- 13.0% |
$535K - $539K
|
62.2K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
18.1KNew |
$1.04M - $1.05M
|
18.1K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-927- 87.29% |
$53.3K - $53.7K
|
135
$7.93K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-410- 74.55% |
$23.6K - $23.7K
|
140
$8.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
17.7K+ 111.46% |
$1.02M - $1.03M
|
33.6K
$1.97M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
5.87KNew |
$337K - $340K
|
5.87K
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16New |
$920 - $927
|
16
$940
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.87KNew |
$223K - $224K
|
3.87K
$227K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 4.69% |
$150K - $151K
|
53.1K
$3.12M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-81.1K- 92.86% |
$4.66M - $4.7M
|
6.24K
$366K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 11.24% |
$59.8K - $60.3K
|
8.22K
$483K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-29.7K- 12.74% |
$1.7M - $1.72M
|
203K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-90.4K- 30.05% |
$5.19M - $5.23M
|
210K
$12.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 1.93% |
$117K - $118K
|
108K
$6.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 2551.61% |
$90.9K - $91.6K
|
1.64K
$96.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
171New |
$9.83K - $9.9K
|
171
$10K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
10.3KNew |
$590K - $594K
|
10.3K
$603K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
48.1KNew |
$2.77M - $2.79M
|
48.1K
$2.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-9.63K- 8.32% |
$553K - $558K
|
106K
$6.23M
|
|