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 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
242New |
$14K - $14.3K
|
242
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.08K+ 4.07% |
$62.2K - $63.7K
|
27.5K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.13K- 8.67% |
$238K - $244K
|
43.4K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-545- 9.57% |
$31.5K - $32.2K
|
5.15K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11.8K+ 10.83% |
$683K - $700K
|
121K
$7.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
500+ 2.23% |
$28.9K - $29.6K
|
22.9K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.08K+ 7.49% |
$62.4K - $63.9K
|
15.5K
$901K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-342K- 92.57% |
$19.8M - $20.2M
|
27.5K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.39K- 4.8% |
$196K - $200K
|
67.1K
$3.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-351K- 99.66% |
$20.3M - $20.7M
|
1.18K
$68.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-267- 2.02% |
$15.4K - $15.8K
|
12.9K
$752K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.49K- 7.34% |
$144K - $147K
|
31.4K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.1K- 12.55% |
$237K - $243K
|
28.6K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
502New |
$29K - $29.7K
|
502
$29.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
17.6K+ 3.2% |
$1.02M - $1.04M
|
567K
$32.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.21K+ 17.86% |
$69.9K - $71.6K
|
7.99K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.79K+ 24.0% |
$161K - $165K
|
14.4K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
628+ 10.11% |
$36.3K - $37.1K
|
6.84K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-165- 3.09% |
$9.53K - $9.76K
|
5.17K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-340- 2.35% |
$19.6K - $20.1K
|
14.1K
$821K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-20- 0.06% |
$1.15K - $1.18K
|
31.4K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-864- 8.15% |
$49.9K - $51.1K
|
9.73K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.99K- 3.97% |
$115K - $118K
|
48.2K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.09K- 7.94% |
$120K - $123K
|
24.2K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-257- 0.29% |
$14.8K - $15.2K
|
89.2K
$5.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
26.5K+ 41.24% |
$1.53M - $1.57M
|
90.7K
$5.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
232+ 2.36% |
$13.4K - $13.7K
|
10.1K
$585K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.86K+ 3.59% |
$396K - $405K
|
198K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.17K+ 2.0% |
$183K - $187K
|
162K
$9.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-676- 1.36% |
$39K - $40K
|
49.1K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.7K+ 3.39% |
$1.72M - $1.76M
|
907K
$52.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.81K- 55.88% |
$277K - $284K
|
3.79K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
562+ 8.98% |
$32.4K - $33.2K
|
6.82K
$396K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
7.99K+ 5.17% |
$461K - $472K
|
162K
$9.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.74K+ 4.97% |
$504K - $517K
|
184K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
282+ 23.86% |
$16.3K - $16.7K
|
1.46K
$85K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
153+ 0.56% |
$8.83K - $9.05K
|
27.4K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
14.6K+ 411.15% |
$843K - $864K
|
18.2K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-29.4K- 12.72% |
$1.7M - $1.74M
|
202K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.8K+ 3.94% |
$910K - $932K
|
416K
$24.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 8.33% |
$137K - $141K
|
30.9K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.74K+ 43.2% |
$100K - $103K
|
5.76K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.17K+ 1.86% |
$530K - $542K
|
503K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-553- 10.53% |
$31.9K - $32.7K
|
4.7K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-687- 1.02% |
$39.7K - $40.6K
|
66.9K
$3.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
55.8K+ 7.57% |
$3.22M - $3.3M
|
793K
$46M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-39.4K- 99.94% |
$2.27M - $2.33M
|
22
$1.28K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 1.01% |
$462 - $473
|
803
$46.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26.8K+ 4.14% |
$1.55M - $1.58M
|
674K
$39.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.05M+ 19321.29% |
$60.8M - $62.3M
|
1.06M
$61.5M
|