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 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-76.5K- 99.03% |
$4.53M - $4.65M
|
746
$43.8K
|
|
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
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-21.7KClosed |
$1.28M - $1.32M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-57Closed |
$3.37K - $3.47K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-50Closed |
$2.96K - $3.04K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-4K- 32.48% |
$237K - $243K
|
8.32K
$488K
|
|
Apr 21, 2022
Q1 2022
|
Wind River Trust CO
|
SELL
|
- |
-43.7KClosed |
$2.59M - $2.66M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-85.7KClosed |
$5.07M - $5.21M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8.51KClosed |
$504K - $518K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-14.6KClosed |
$865K - $888K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-84Closed |
$4.97K - $5.11K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6.6KNew |
$390K - $401K
|
6.6K
$387K
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.49KClosed |
$325K - $334K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-730KClosed |
$43.2M - $44.3M
|
0
$0
|
|
Q4 2021 | |||||||
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$1.09K - $1.11K
|
18
$1.06K
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.83KNew |
$293K - $296K
|
4.83K
$283K
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
10.7KNew |
$650K - $657K
|
10.7K
$628K
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-62Closed |
$3.77K - $3.81K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.27KClosed |
$503K - $508K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.51KClosed |
$213K - $216K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
310New |
$18.8K - $19K
|
310
$18.2K
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.49KNew |
$212K - $214K
|
3.49K
$204K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-323Closed |
$19.6K - $19.8K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-27.8KClosed |
$1.69M - $1.71M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-959Closed |
$58.3K - $58.9K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-12.2KClosed |
$742K - $749K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-5KClosed |
$304K - $307K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
338New |
$20.5K - $20.8K
|
338
$19.8K
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.05KClosed |
$307K - $310K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-822Closed |
$50K - $50.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.52KClosed |
$275K - $278K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.09KClosed |
$370K - $374K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3.26KClosed |
$198K - $200K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-8Closed |
$486 - $491
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
110KNew |
$6.69M - $6.76M
|
110K
$6.45M
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-3.7KClosed |
$225K - $227K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-124KClosed |
$7.52M - $7.6M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.9KClosed |
$298K - $301K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.51KNew |
$213K - $216K
|
3.51K
$206K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94New |
$5.71K - $5.77K
|
94
$5.52K
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-6.1KClosed |
$371K - $375K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-25.7KClosed |
$1.56M - $1.58M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.91K- 72.1% |
$298K - $302K
|
1.9K
$111K
|
|
Q3 2021 | |||||||
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.87KNew |
$299K - $300K
|
4.87K
$286K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$75.1K - $75.3K
|
1.22K
$71.8K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-5.7MClosed |
$350M - $351M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-6.5KClosed |
$399K - $400K
|
0
$0
|