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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
225K+ 28.73% |
$13.2M - $13.3M
|
1.01M
$59.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-549- 2.85% |
$32.1K - $32.3K
|
18.7K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.1K- 20.47% |
$1.99M - $2.01M
|
133K
$7.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
16New |
$935 - $942
|
16
$940
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-457- 3.14% |
$26.7K - $26.9K
|
14.1K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
3.6K+ 12.09% |
$210K - $212K
|
33.4K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 4.61% |
$619K - $624K
|
240K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.17K- 32.94% |
$244K - $246K
|
8.49K
$499K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$1.52K - $1.53K
|
26
$1.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.6K+ 6.43% |
$561K - $565K
|
159K
$9.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.49K+ 3.75% |
$262K - $264K
|
124K
$7.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8- 0.12% |
$467 - $471
|
6.69K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10.1K+ 4.56% |
$589K - $594K
|
231K
$13.6M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
53.1K+ 4.36% |
$3.1M - $3.12M
|
1.27M
$74.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.84K+ 18.6% |
$107K - $108K
|
11.7K
$688K
|
|
|
Nov 10, 2025
Q3 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-269K- 86.07% |
$15.7M - $15.8M
|
43.5K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-55.5K- 5.98% |
$3.24M - $3.27M
|
872K
$51.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
19+ 1.68% |
$1.11K - $1.12K
|
1.15K
$67.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-51.8K- 32.92% |
$3.03M - $3.05M
|
106K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.63K+ 66.67% |
$271K - $273K
|
11.6K
$680K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
24.9K+ 6.68% |
$1.45M - $1.46M
|
397K
$23.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40+ 0.03% |
$2.34K - $2.36K
|
147K
$8.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
322+ 0.99% |
$18.8K - $19K
|
33K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
20.3K+ 3.34% |
$1.19M - $1.2M
|
630K
$37M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-21.3K- 1.95% |
$1.24M - $1.25M
|
1.07M
$62.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-184K- 27.29% |
$10.8M - $10.8M
|
491K
$28.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.1K+ 54.58% |
$765K - $771K
|
37.1K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17K+ 3.4% |
$994K - $1M
|
518K
$30.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
774+ 2.06% |
$45.2K - $45.6K
|
38.3K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
1.98K+ 39.09% |
$116K - $117K
|
7.04K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.89K+ 35.78% |
$110K - $111K
|
7.16K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.65K- 48.49% |
$96.6K - $97.4K
|
1.76K
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-684- 40.98% |
$40K - $40.3K
|
985
$57.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
43.1K+ 6.12% |
$2.52M - $2.54M
|
748K
$43.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22.6K- 14.75% |
$1.32M - $1.33M
|
130K
$7.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
19.2K+ 3.74% |
$1.12M - $1.13M
|
534K
$31.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
377New |
$22K - $22.2K
|
377
$22.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
370K+ 9.45% |
$21.6M - $21.8M
|
4.28M
$252M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
181K+ 12.78% |
$10.5M - $10.6M
|
1.59M
$93.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.29K+ 10.57% |
$192K - $193K
|
34.4K
$2.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
217+ 0.66% |
$12.7K - $12.8K
|
33K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.42% |
$584 - $589
|
2.36K
$139K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
80+ 0.63% |
$4.67K - $4.71K
|
12.7K
$748K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-56- 14.36% |
$3.27K - $3.3K
|
334
$19.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-56K- 5.92% |
$3.27M - $3.3M
|
889K
$52.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-535- 4.53% |
$31.3K - $31.5K
|
11.3K
$663K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3.79K+ 676.79% |
$221K - $223K
|
4.35K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.84KNew |
$224K - $226K
|
3.84K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
5.93K+ 12.27% |
$346K - $349K
|
54.2K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
27.3K+ 2.64% |
$1.59M - $1.61M
|
1.06M
$62.4M
|
|