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 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-3.95K- 36.2% |
$228K - $233K
|
6.96K
$406K
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-884- 6.84% |
$51K - $52.3K
|
12K
$702K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.15M- 26.52% |
$297M - $305M
|
14.3M
$832M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.19K+ 11.3% |
$68.4K - $70.1K
|
11.7K
$681K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
211K+ 333.16% |
$12.2M - $12.5M
|
274K
$16M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-4.17K- 30.24% |
$241K - $247K
|
9.62K
$561K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-602- 2.61% |
$34.8K - $35.6K
|
22.5K
$1.31M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-20.8K- 18.19% |
$1.2M - $1.23M
|
93.5K
$5.45M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
19K+ 19.69% |
$1.1M - $1.12M
|
116K
$6.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
30.1KNew |
$1.74M - $1.78M
|
30.1K
$1.75M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
103KNew |
$5.94M - $6.08M
|
103K
$5.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-755- 10.53% |
$43.6K - $44.6K
|
6.42K
$374K
|
|
|
Nov 25, 2024
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
27.8KNew |
$1.6M - $1.64M
|
27.8K
$1.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9.31K- 14.72% |
$537K - $550K
|
53.9K
$3.14M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
8.92K+ 15.01% |
$515K - $527K
|
68.3K
$3.98M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
824+ 11.22% |
$47.6K - $48.7K
|
8.17K
$476K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
344+ 55.57% |
$19.9K - $20.3K
|
963
$56.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-203- 0.51% |
$11.7K - $12K
|
39.4K
$2.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125K+ 12.16% |
$7.2M - $7.37M
|
1.15M
$67.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
65.1K+ 1.69% |
$3.76M - $3.85M
|
3.91M
$228M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.9K+ 5.52% |
$1.09M - $1.12M
|
361K
$21.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.38K- 14.49% |
$138K - $141K
|
14.1K
$819K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.73K+ 4.59% |
$100K - $102K
|
39.5K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-730- 1.52% |
$42.2K - $43.2K
|
47.4K
$2.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21+ 3.3% |
$1.21K - $1.24K
|
657
$38.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 13.11% |
$1.13M - $1.16M
|
130K
$7.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-815- 2.25% |
$47.1K - $48.2K
|
35.4K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-98- 1.42% |
$5.66K - $5.79K
|
6.83K
$398K
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-9.37K- 19.0% |
$541K - $554K
|
39.9K
$2.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
346KNew |
$20M - $20.5M
|
346K
$20.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 21.27% |
$212K - $218K
|
13.6K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.62% |
$117K - $120K
|
10.1K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-215- 7.15% |
$12.4K - $12.7K
|
2.79K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4K+ 72.09% |
$831K - $851K
|
34.4K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-354- 0.63% |
$20.4K - $20.9K
|
55.8K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.24K+ 66.76% |
$418K - $428K
|
18.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 0.4% |
$1.21K - $1.24K
|
5.32K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
414New |
$23.9K - $24.5K
|
414
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.78K+ 3.97% |
$276K - $283K
|
125K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
2.06MNew |
$119M - $122M
|
2.06M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 8.89% |
$196K - $200K
|
34.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.18K- 21.06% |
$299K - $306K
|
19.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.94K- 4.15% |
$170K - $174K
|
67.8K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-501K- 15.72% |
$28.9M - $29.6M
|
2.69M
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.2K+ 3.79% |
$69.1K - $70.7K
|
32.8K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28.1K+ 34.53% |
$1.62M - $1.66M
|
110K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.87KNew |
$224K - $229K
|
3.87K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.79K+ 0.55% |
$392K - $401K
|
1.23M
$71.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
512+ 320.0% |
$29.6K - $30.3K
|
672
$39.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 82.08% |
$183K - $187K
|
7.02K
$409K
|