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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
80+ 100.0% |
$4.59K - $4.65K
|
160
$9.39K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
54New |
$3.1K - $3.14K
|
54
$3.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36New |
$2.07K - $2.09K
|
36
$2.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
35+ 0.54% |
$2.01K - $2.03K
|
6.5K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$402 - $407
|
7
$411
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1New |
$57.4 - $58.1
|
1
$58.7
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
362KNew |
$20.9M - $21.4M
|
362K
$21.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
224KNew |
$12.9M - $13.2M
|
224K
$13.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
185K+ 633.63% |
$10.7M - $10.9M
|
214K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
29.6K+ 101.33% |
$1.71M - $1.75M
|
58.8K
$3.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
28.2KNew |
$1.63M - $1.67M
|
28.2K
$1.65M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
17.8K+ 68.13% |
$1.03M - $1.05M
|
43.9K
$2.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16.4KNew |
$946K - $969K
|
16.4K
$962K
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
13.7K+ 83.03% |
$790K - $809K
|
30.2K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
13.5KNew |
$779K - $798K
|
13.5K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 100.0% |
$599K - $613K
|
20.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.19KNew |
$530K - $543K
|
9.19K
$539K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
7.3KNew |
$421K - $431K
|
7.3K
$428K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$410K - $420K
|
7.11K
$417K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.55KNew |
$320K - $328K
|
5.55K
$326K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.65KNew |
$268K - $275K
|
4.65K
$273K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.09KNew |
$236K - $242K
|
4.09K
$240K
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
3.25K+ 26.72% |
$187K - $192K
|
15.4K
$904K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.98K+ 46.51% |
$172K - $176K
|
9.4K
$552K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.56K+ 74.0% |
$148K - $151K
|
6.02K
$353K
|
|
|
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
$74.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
857New |
$49.4K - $50.6K
|
857
$50.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$23.1K - $23.6K
|
400
$23.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
383New |
$22.1K - $22.6K
|
383
$22.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
150+ 3.98% |
$8.65K - $8.86K
|
3.92K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
28+ 0.28% |
$1.61K - $1.65K
|
9.95K
$584K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$461 - $473
|
8
$469
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$288 - $295
|
1.83K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$173 - $177
|
999
$58.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$57.7 - $59.1
|
3.58K
$210K
|
|
|
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
$37.2M
|
|
|
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
$6.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
68.8KNew |
$4.01M - $4.09M
|
68.8K
$4.04M
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
60.7KNew |
$3.54M - $3.6M
|
60.7K
$3.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
24KNew |
$1.4M - $1.42M
|
24K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
21.6KNew |
$1.26M - $1.28M
|
21.6K
$1.27M
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12KNew |
$697K - $710K
|
12K
$702K
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
9.85KNew |
$574K - $585K
|
9.85K
$578K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.65KNew |
$563K - $573K
|
9.65K
$566K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.52K+ 21.83% |
$555K - $565K
|
53.1K
$3.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.87KNew |
$400K - $408K
|
6.87K
$403K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
6.82KNew |
$398K - $405K
|
6.82K
$400K
|
|