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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
166New |
$9.68K - $9.86K
|
166
$9.73K
|
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
100+ 1.92% |
$5.83K - $5.94K
|
5.3K
$311K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
59New |
$3.44K - $3.5K
|
59
$3.46K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
31New |
$1.81K - $1.84K
|
31
$1.82K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Trustees Of The Smith College
|
BUY
|
- |
1.46MNew |
$86.2M - $88.5M
|
1.46M
$85.3M
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
45KNew |
$2.66M - $2.74M
|
45K
$2.64M
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25K+ 52.7% |
$1.48M - $1.52M
|
72.4K
$4.25M
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6.6KNew |
$390K - $401K
|
6.6K
$387K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
CALL |
110KNew |
$6.69M - $6.76M
|
110K
$6.45M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
10.7KNew |
$650K - $657K
|
10.7K
$627K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.83KNew |
$293K - $296K
|
4.83K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.51KNew |
$213K - $216K
|
3.51K
$206K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.49KNew |
$212K - $214K
|
3.49K
$204K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
338New |
$20.5K - $20.8K
|
338
$19.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
310New |
$18.8K - $19K
|
310
$18.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94New |
$5.71K - $5.77K
|
94
$5.51K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$1.09K - $1.11K
|
18
$1.05K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18.3KNew |
$1.12M - $1.12M
|
18.3K
$1.07M
|
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.87KNew |
$299K - $300K
|
4.87K
$286K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.68KNew |
$287K - $288K
|
4.68K
$274K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$75.1K - $75.3K
|
1.22K
$71.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9KNew |
$553K - $555K
|
9K
$527K
|
|
|
Jul 15, 2021
Q2 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
875New |
$53.7K - $53.9K
|
875
$51.3K
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
122New |
$7.49K - $7.52K
|
122
$7.15K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
16.2KNew |
$994K - $996K
|
16.2K
$947K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
20KNew |
$1.23M - $1.24M
|
20K
$1.17M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
10.7KNew |
$659K - $663K
|
10.7K
$627K
|
|
|
Feb 09, 2021
Q4 2020
|
Suncoast Equity Management
|
BUY
|
- |
4.9KNew |
$302K - $304K
|
4.9K
$287K
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$200K - $202K
|
3.25K
$191K
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
724+ 181.0% |
$44.6K - $44.9K
|
1.12K
$65.9K
|
|
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
97+ 1.5% |
$5.98K - $6.02K
|
6.56K
$384K
|
|
| Q3 2020 | |||||||
|
Feb 24, 2021
Q3 2020
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18+ 0.25% |
$1.12K - $1.12K
|
7.35K
$431K
|
|
| Q2 2020 | |||||||
|
Mar 28, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.82KNew |
$423K - $425K
|
6.82K
$400K
|
|
| Q1 2020 | |||||||
|
Oct 18, 2024
Q1 2020
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.21KNew |
$195K - $200K
|
3.21K
$188K
|
|
| Q4 2019 | |||||||
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.98K+ 3.99% |
$241K - $243K
|
104K
$6.08M
|
|
| Q4 2018 | |||||||
|
Jan 30, 2019
Q4 2018
|
First Manhattan CO
New York, NY |
BUY
|
- |
700New |
N/A
|
700
$41K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
16.1KNew |
N/A
|
16.1K
$944K
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.07KNew |
N/A
|
8.07K
$473K
|
|
| Q4 2017 | |||||||
|
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
4.9KNew |
N/A
|
4.9K
$287K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$58.6
|
|