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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
3.25K+ 26.72% |
$187K - $192K
|
15.4K
$900K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.98K+ 46.51% |
$172K - $176K
|
9.4K
$549K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.56K+ 74.0% |
$148K - $151K
|
6.02K
$351K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.27KNew |
$131K - $134K
|
2.27K
$133K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.28KNew |
$73.5K - $75.3K
|
1.28K
$74.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
857New |
$49.4K - $50.6K
|
857
$50.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
642New |
$37K - $37.9K
|
642
$37.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$23.1K - $23.6K
|
400
$23.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
383New |
$22.1K - $22.6K
|
383
$22.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
150+ 3.98% |
$8.65K - $8.86K
|
3.92K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
28+ 0.28% |
$1.61K - $1.65K
|
9.95K
$581K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$461 - $473
|
8
$467
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$288 - $295
|
1.83K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$173 - $177
|
999
$58.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$57.7 - $59.1
|
3.58K
$209K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
634KNew |
$36.9M - $37.6M
|
634K
$37M
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
191KNew |
$11.2M - $11.4M
|
191K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
107KNew |
$6.26M - $6.37M
|
107K
$6.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
68.8KNew |
$4.01M - $4.09M
|
68.8K
$4.02M
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
60.7KNew |
$3.54M - $3.6M
|
60.7K
$3.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
24KNew |
$1.4M - $1.42M
|
24K
$1.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
21.6KNew |
$1.26M - $1.28M
|
21.6K
$1.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$697K - $710K
|
12K
$699K
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.85KNew |
$574K - $585K
|
9.85K
$575K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.65KNew |
$563K - $573K
|
9.65K
$564K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.52K+ 21.83% |
$555K - $565K
|
53.1K
$3.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.87KNew |
$400K - $408K
|
6.87K
$401K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
6.82KNew |
$398K - $405K
|
6.82K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.63KNew |
$212K - $216K
|
3.63K
$212K
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.53KNew |
$206K - $210K
|
3.53K
$206K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2.54K+ 23.05% |
$148K - $151K
|
13.6K
$792K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
849New |
$49.5K - $50.4K
|
849
$49.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
800New |
$46.6K - $47.5K
|
800
$46.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
786+ 14.57% |
$45.8K - $46.7K
|
6.18K
$361K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
637New |
$37.1K - $37.8K
|
637
$37.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
288+ 36.88% |
$16.8K - $17.1K
|
1.07K
$62.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
170+ 0.05% |
$9.91K - $10.1K
|
309K
$18.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
166New |
$9.68K - $9.86K
|
166
$9.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
100+ 1.92% |
$5.83K - $5.94K
|
5.3K
$310K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
59New |
$3.44K - $3.5K
|
59
$3.45K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
31New |
$1.81K - $1.84K
|
31
$1.81K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Trustees Of The Smith College
|
BUY
|
- |
1.46MNew |
$86.2M - $88.5M
|
1.46M
$85.1M
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
45KNew |
$2.66M - $2.74M
|
45K
$2.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25K+ 52.7% |
$1.48M - $1.52M
|
72.4K
$4.23M
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6.6KNew |
$390K - $401K
|
6.6K
$385K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
110KNew |
$6.69M - $6.76M
|
110K
$6.43M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
10.7KNew |
$650K - $657K
|
10.7K
$625K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.83KNew |
$293K - $296K
|
4.83K
$282K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.51KNew |
$213K - $216K
|
3.51K
$205K
|
|