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 08, 2024
Q3 2024
|
Kendall Capital Management
|
SELL
|
- |
-45- 0.62% |
$2.6K - $2.66K
|
7.21K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
76+ 1.07% |
$4.39K - $4.49K
|
7.16K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
SELL
|
- |
-14.8K- 2.13% |
$854K - $875K
|
681K
$39.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-431- 3.52% |
$24.9K - $25.5K
|
11.8K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 18.18% |
$115 - $118
|
9
$523
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
83.2K+ 89.56% |
$4.8M - $4.92M
|
176K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
165K+ 4606.37% |
$9.53M - $9.76M
|
169K
$9.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-827- 5.36% |
$47.8K - $48.9K
|
14.6K
$849K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.4K- 5.51% |
$660K - $676K
|
196K
$11.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
257New |
$14.8K - $15.2K
|
257
$14.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
21.5K+ 14.18% |
$1.24M - $1.27M
|
173K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
67.5KNew |
$3.9M - $3.99M
|
67.5K
$3.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
844+ 14.18% |
$48.7K - $49.9K
|
6.8K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
12.8K+ 52.28% |
$740K - $758K
|
37.3K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.6K+ 3.07% |
$3.1M - $3.17M
|
1.8M
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
230K+ 248.92% |
$13.3M - $13.6M
|
322K
$18.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
7.62KNew |
$440K - $451K
|
7.62K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 27.52% |
$818K - $837K
|
65.6K
$3.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$346 - $355
|
6
$349
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.75K+ 53.07% |
$217K - $222K
|
10.8K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
48+ 0.54% |
$2.77K - $2.84K
|
8.92K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-39.8K- 12.18% |
$2.3M - $2.36M
|
287K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-489- 2.84% |
$28.2K - $28.9K
|
16.7K
$970K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.52K+ 5.36% |
$492K - $504K
|
167K
$9.72M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
59+ 0.15% |
$3.41K - $3.49K
|
38.2K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.32KNew |
$191K - $196K
|
3.32K
$193K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.9K- 49.73% |
$3.17M - $3.24M
|
55.5K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
18.4KNew |
$1.06M - $1.09M
|
18.4K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.47K- 7.33% |
$84.6K - $86.6K
|
18.5K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.52K- 19.15% |
$203K - $208K
|
14.9K
$864K
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-842- 18.98% |
$48.6K - $49.8K
|
3.59K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.74K+ 9.18% |
$158K - $162K
|
32.6K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.49K- 24.24% |
$317K - $324K
|
17.1K
$996K
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-18.7K- 6.64% |
$1.08M - $1.11M
|
264K
$15.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.16K- 11.5% |
$182K - $187K
|
24.3K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-67- 2.12% |
$3.87K - $3.96K
|
3.09K
$180K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
125K+ 18.29% |
$7.19M - $7.36M
|
805K
$46.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
18.6K+ 14.73% |
$1.08M - $1.1M
|
145K
$8.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.03K+ 10.11% |
$59.2K - $60.6K
|
11.2K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-165K- 97.69% |
$9.51M - $9.73M
|
3.89K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-13.2K- 20.5% |
$764K - $783K
|
51.3K
$2.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-97- 0.3% |
$5.6K - $5.74K
|
32.3K
$1.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3K+ 46.14% |
$74.9K - $76.8K
|
4.11K
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-641- 87.21% |
$37K - $37.9K
|
94
$5.46K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.8K+ 25.09% |
$1.43M - $1.46M
|
123K
$7.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-49- 0.31% |
$2.83K - $2.9K
|
16K
$928K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3K+ 17.57% |
$173K - $177K
|
20.1K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-37.6K- 43.4% |
$2.17M - $2.22M
|
49.1K
$2.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-710- 10.36% |
$41K - $42K
|
6.14K
$357K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-38.6K- 4.82% |
$2.23M - $2.28M
|
761K
$44.2M
|