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 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.61K+ 1.08% |
$92.8K - $95K
|
150K
$8.73M
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
113+ 1.03% |
$6.52K - $6.68K
|
11.1K
$645K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
819New |
$47.3K - $48.4K
|
819
$47.6K
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-22.3K- 71.3% |
$1.29M - $1.32M
|
8.97K
$521K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.57K+ 2.71% |
$90.7K - $92.8K
|
59.5K
$3.45M
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-58.5K- 30.38% |
$3.38M - $3.46M
|
134K
$7.79M
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-18- 0.37% |
$1.04K - $1.06K
|
4.88K
$283K
|
|
Nov 06, 2024
Q3 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
130+ 1.69% |
$7.51K - $7.69K
|
7.81K
$453K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-597- 2.77% |
$34.5K - $35.3K
|
20.9K
$1.22M
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.15K+ 4.0% |
$66.1K - $67.7K
|
29.8K
$1.73M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-7.23K- 46.71% |
$417K - $427K
|
8.24K
$479K
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
506New |
$29.2K - $29.9K
|
506
$29.4K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.55M- 23.61% |
$89.6M - $91.8M
|
5.02M
$292M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
60+ 146.34% |
$3.46K - $3.55K
|
101
$5.87K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
126+ 4.98% |
$7.28K - $7.45K
|
2.66K
$154K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
63+ 1.44% |
$3.64K - $3.73K
|
4.44K
$258K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.86K- 16.15% |
$338K - $346K
|
30.4K
$1.77M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.88K- 34.83% |
$397K - $407K
|
12.9K
$748K
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.75K+ 27.65% |
$332K - $340K
|
26.5K
$1.54M
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-85- 0.39% |
$4.91K - $5.03K
|
21.9K
$1.27M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-18.2K- 6.74% |
$1.05M - $1.08M
|
252K
$14.7M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
421K+ 9.29% |
$24.3M - $24.9M
|
4.95M
$288M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.68KNew |
$212K - $217K
|
3.68K
$214K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3- 0.03% |
$173 - $177
|
9.38K
$545K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.2K- 13.63% |
$645K - $661K
|
70.8K
$4.11M
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.9K+ 19.13% |
$168K - $172K
|
18.1K
$1.05M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
3.43KNew |
$198K - $203K
|
3.43K
$199K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.2K+ 41.54% |
$1.92M - $1.96M
|
113K
$6.57M
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
37.1K+ 15.03% |
$2.14M - $2.19M
|
284K
$16.5M
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.56K- 2.47% |
$148K - $151K
|
101K
$5.86M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.4K+ 13.13% |
$1M - $1.03M
|
150K
$8.7M
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5.39K+ 9.86% |
$311K - $318K
|
60K
$3.49M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-59.3K- 75.95% |
$3.43M - $3.51M
|
18.8K
$1.09M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-450- 27.37% |
$26K - $26.6K
|
1.19K
$69.4K
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
154+ 1.01% |
$8.89K - $9.11K
|
15.5K
$897K
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2New |
$115 - $118
|
2
$116
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-283- 1.28% |
$16.3K - $16.7K
|
21.9K
$1.27M
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-104K- 75.15% |
$6.02M - $6.16M
|
34.5K
$2M
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-4.6K- 3.28% |
$266K - $272K
|
136K
$7.89M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.74K+ 3.44% |
$101K - $103K
|
52.4K
$3.04M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
30.4K+ 6.71% |
$1.75M - $1.8M
|
483K
$28.1M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
933+ 6.08% |
$53.9K - $55.2K
|
16.3K
$945K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.02K+ 1.74% |
$59K - $60.4K
|
59.9K
$3.48M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.9K+ 15.49% |
$1.44M - $1.47M
|
186K
$10.8M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.57K- 0.98% |
$148K - $152K
|
260K
$15.1M
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
30.3K+ 12.46% |
$1.75M - $1.79M
|
274K
$15.9M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
60K+ 66.71% |
$3.46M - $3.55M
|
150K
$8.71M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
179K+ 74.86% |
$10.3M - $10.6M
|
417K
$24.2M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
187+ 1.0% |
$10.8K - $11.1K
|
18.9K
$1.1M
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-143- 3.35% |
$8.26K - $8.46K
|
4.13K
$240K
|