Latest Institutional Purchases of Vanguard (VGSH)
This list provides information on the latest institutional transactions involving Vanguard (VGSH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
164New |
$9.4K - $9.64K
|
164
$9.54K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
138New |
$7.91K - $8.11K
|
138
$8.03K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$5.5K - $5.64K
|
96
$5.59K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
48New |
$2.75K - $2.82K
|
48
$2.79K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
887KNew |
$50.9M - $51.6M
|
887K
$51.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$11.6M - $11.7M
|
202K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
94.9KNew |
$5.45M - $5.52M
|
94.9K
$5.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78.8KNew |
$4.52M - $4.58M
|
78.8K
$4.58M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
43.4KNew |
$2.49M - $2.52M
|
43.4K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
26.6KNew |
$1.53M - $1.55M
|
26.6K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
20.5K+ 317.42% |
$1.18M - $1.19M
|
27K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$1.12M - $1.14M
|
19.6K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
16.4K+ 34.79% |
$938K - $951K
|
63.4K
$3.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
14.8K+ 6.21% |
$846K - $857K
|
252K
$14.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.8KNew |
$735K - $744K
|
12.8K
$745K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
12.1KNew |
$693K - $702K
|
12.1K
$702K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
5.27KNew |
$302K - $306K
|
5.27K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.25KNew |
$301K - $305K
|
5.25K
$305K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.19KNew |
$298K - $302K
|
5.19K
$302K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
5.07KNew |
$291K - $295K
|
5.07K
$295K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.46K+ 9.41% |
$256K - $259K
|
51.9K
$3.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.92KNew |
$225K - $228K
|
3.92K
$228K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.77KNew |
$216K - $219K
|
3.77K
$219K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.48KNew |
$199K - $202K
|
3.48K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.34K+ 5.18% |
$192K - $194K
|
67.9K
$3.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.25KNew |
$129K - $131K
|
2.25K
$131K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.89KNew |
$108K - $110K
|
1.89K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.3KNew |
$74.5K - $75.5K
|
1.3K
$75.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 23.57% |
$57.8K - $58.5K
|
5.28K
$307K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1KNew |
$57.4K - $58.1K
|
1K
$58.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
800+ 22.0% |
$45.9K - $46.5K
|
4.44K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
665New |
$38.2K - $38.7K
|
665
$38.7K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
408New |
$23.4K - $23.7K
|
408
$23.7K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
391New |
$22.4K - $22.7K
|
391
$22.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
260New |
$14.9K - $15.1K
|
260
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
207New |
$11.9K - $12K
|
207
$12K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
202+ 3.2% |
$11.6K - $11.7K
|
6.52K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
80+ 100.0% |
$4.59K - $4.65K
|
160
$9.31K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
54New |
$3.1K - $3.14K
|
54
$3.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36New |
$2.07K - $2.09K
|
36
$2.09K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 0.54% |
$2.01K - $2.03K
|
6.5K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$402 - $407
|
7
$407
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1New |
$57.4 - $58.1
|
1
$58.2
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
362KNew |
$20.9M - $21.4M
|
362K
$21.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
224KNew |
$12.9M - $13.2M
|
224K
$13M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
185K+ 633.63% |
$10.7M - $10.9M
|
214K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
29.6K+ 101.33% |
$1.71M - $1.75M
|
58.8K
$3.42M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
28.2KNew |
$1.63M - $1.67M
|
28.2K
$1.64M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
17.8K+ 68.13% |
$1.03M - $1.05M
|
43.9K
$2.56M
|
|