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 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-102K- 69.25% |
$5.93M - $5.98M
|
45.1K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.73K- 17.16% |
$101K - $102K
|
8.36K
$491K
|
|
|
Nov 07, 2025
Q3 2025
|
Kassira Wealth Management LLC
Knoxville, TN |
BUY
|
- |
61.5KNew |
$3.6M - $3.62M
|
61.5K
$3.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
666+ 11.71% |
$38.9K - $39.2K
|
6.35K
$373K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.8K+ 10.9% |
$1.68M - $1.7M
|
293K
$17.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
46+ 0.35% |
$2.69K - $2.71K
|
13.2K
$776K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.11M- 98.16% |
$64.7M - $65.2M
|
20.7K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
42.2K+ 20.91% |
$2.47M - $2.49M
|
244K
$14.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
181+ 2.46% |
$10.6K - $10.7K
|
7.54K
$443K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-2.24K- 24.4% |
$131K - $132K
|
6.95K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.4K+ 11.63% |
$1.19M - $1.2M
|
196K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
446+ 2.48% |
$26.1K - $26.3K
|
18.4K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
502+ 5.09% |
$29.3K - $29.6K
|
10.4K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-483- 7.59% |
$28.2K - $28.4K
|
5.88K
$345K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34.9K+ 3.44% |
$2.04M - $2.05M
|
1.05M
$61.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.56K- 7.47% |
$208K - $209K
|
44.1K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.77K+ 83.96% |
$279K - $281K
|
10.5K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
13.9KNew |
$814K - $820K
|
13.9K
$818K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-11K- 6.23% |
$642K - $647K
|
165K
$9.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-427- 8.33% |
$24.9K - $25.1K
|
4.7K
$276K
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37.6K+ 7.39% |
$2.2M - $2.22M
|
547K
$32.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.58KNew |
$151K - $152K
|
2.58K
$151K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-913- 6.2% |
$53.3K - $53.8K
|
13.8K
$811K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 3.96% |
$869K - $876K
|
390K
$22.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.42K+ 5.48% |
$258K - $260K
|
85.1K
$5M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 299.64% |
$634K - $639K
|
14.5K
$850K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.18K+ 21.88% |
$127K - $128K
|
12.1K
$712K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
9.45KNew |
$552K - $556K
|
9.45K
$555K
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-5.38K- 30.22% |
$314K - $316K
|
12.4K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
25+ 0.7% |
$1.46K - $1.47K
|
3.61K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.87K+ 3.27% |
$226K - $228K
|
122K
$7.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.31K+ 11.6% |
$76.3K - $76.9K
|
12.6K
$738K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-349K- 99.76% |
$20.4M - $20.6M
|
839
$49.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
252+ 1.25% |
$14.7K - $14.8K
|
20.4K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
8.59K+ 5.7% |
$502K - $506K
|
159K
$9.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.45K+ 7.81% |
$319K - $321K
|
75.2K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.9K- 74.94% |
$694K - $699K
|
3.97K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16.3K+ 34.3% |
$954K - $961K
|
63.9K
$3.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
19.2K+ 2.43% |
$1.12M - $1.13M
|
811K
$47.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10+ 1.03% |
$584 - $589
|
977
$57.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.44K+ 22.58% |
$142K - $143K
|
13.2K
$776K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.91K- 9.77% |
$229K - $230K
|
36.1K
$2.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
5.96KNew |
$348K - $351K
|
5.96K
$350K
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
7.78K+ 5.8% |
$455K - $458K
|
142K
$8.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
52.4K+ 10.98% |
$3.06M - $3.08M
|
529K
$31.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
64.8K+ 176.64% |
$3.79M - $3.82M
|
102K
$5.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-4.09K- 28.26% |
$239K - $241K
|
10.4K
$609K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
91.4K+ 4.81% |
$5.34M - $5.38M
|
1.99M
$117M
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.52K+ 16.0% |
$88.6K - $89.3K
|
11K
$646K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-17- 13.49% |
$993 - $1K
|
109
$6.4K
|
|