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 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
$30.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.2K- 20.94% |
$1.11M - $1.13M
|
72.7K
$4.27M
|
|
|
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
|
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
$91.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.76% |
$404 - $411
|
926
$54.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
165KNew |
$9.52M - $9.68M
|
165K
$9.69M
|
|
|
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
|
Violich Capital Management, Inc.
|
BUY
|
- |
10KNew |
$577K - $587K
|
10K
$587K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.21K+ 6.66% |
$69.7K - $70.9K
|
19.4K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$600K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
4.43KNew |
$255K - $260K
|
4.43K
$260K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$600K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-29.9K- 89.01% |
$1.73M - $1.75M
|
3.69K
$217K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.14K- 24.61% |
$124K - $126K
|
6.56K
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.63K- 43.15% |
$325K - $330K
|
7.41K
$435K
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
24.8K+ 8.62% |
$1.43M - $1.45M
|
312K
$18.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.59KNew |
$207K - $211K
|
3.59K
$211K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5New |
$289 - $293
|
5
$294
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
857New |
$49.5K - $50.3K
|
857
$50.3K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-166- 7.31% |
$9.58K - $9.74K
|
2.11K
$124K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46.8KNew |
$2.7M - $2.75M
|
46.8K
$2.75M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-106K- 41.01% |
$6.11M - $6.21M
|
152K
$8.94M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-115- 2.77% |
$6.64K - $6.75K
|
4.03K
$237K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 7.06% |
$1.85K - $1.88K
|
421
$24.7K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.11KNew |
$121K - $124K
|
2.11K
$124K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.57KNew |
$376K - $386K
|
6.57K
$386K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
23.2K+ 5.89% |
$1.33M - $1.37M
|
418K
$24.5M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.37K- 49.37% |
$193K - $198K
|
3.46K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.14K+ 5597.3% |
$237K - $243K
|
4.22K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
6.86KNew |
$393K - $403K
|
6.86K
$403K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
317New |
$18.2K - $18.6K
|
317
$18.6K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.93KNew |
$512K - $525K
|
8.93K
$524K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
48New |
$2.75K - $2.82K
|
48
$2.82K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-73- 0.74% |
$4.18K - $4.29K
|
9.83K
$577K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.3K+ 26.85% |
$822K - $843K
|
67.8K
$3.98M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.75KNew |
$387K - $397K
|
6.75K
$396K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.93KNew |
$397K - $407K
|
6.93K
$407K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-8.08K- 35.49% |
$463K - $475K
|
14.7K
$863K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
244New |
$14K - $14.3K
|
244
$14.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8.76KNew |
$502K - $515K
|
8.76K
$514K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-136K- 98.03% |
$7.81M - $8M
|
2.73K
$160K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.87K- 50.82% |
$164K - $168K
|
2.77K
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
344New |
$19.7K - $20.2K
|
344
$20.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
4.64KNew |
$266K - $273K
|
4.64K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
824+ 11.46% |
$47.2K - $48.4K
|
8.02K
$471K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
138New |
$7.91K - $8.11K
|
138
$8.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
17.9K+ 77.51% |
$1.02M - $1.05M
|
40.9K
$2.4M
|
|