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 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.6K+ 17.25% |
$2.59M - $2.63M
|
303K
$17.8M
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
44.3KNew |
$2.57M - $2.61M
|
44.3K
$2.6M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.2K+ 6.63% |
$2.56M - $2.6M
|
710K
$41.7M
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
43.3K+ 17.35% |
$2.51M - $2.55M
|
293K
$17.2M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
43.1K+ 3.86% |
$2.5M - $2.53M
|
1.16M
$67.9M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
43KNew |
$2.49M - $2.53M
|
43K
$2.52M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
42.9K+ 35.07% |
$2.49M - $2.52M
|
165K
$9.69M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
42.4K+ 3.77% |
$2.46M - $2.5M
|
1.17M
$68.4M
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
41.2KNew |
$2.39M - $2.42M
|
41.2K
$2.41M
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
39.3K+ 94.89% |
$2.28M - $2.32M
|
80.8K
$4.74M
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
39.2KNew |
$2.27M - $2.31M
|
39.2K
$2.3M
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
39.1KNew |
$2.27M - $2.3M
|
39.1K
$2.29M
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
39K+ 10.33% |
$2.26M - $2.3M
|
417K
$24.5M
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
38.9K+ 4.93% |
$2.26M - $2.29M
|
828K
$48.6M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
38.7K+ 38.4% |
$2.24M - $2.28M
|
139K
$8.18M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.2K+ 60.08% |
$2.16M - $2.19M
|
99K
$5.81M
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
37.1K+ 197.11% |
$2.15M - $2.19M
|
56K
$3.28M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
36.1K+ 5.35% |
$2.09M - $2.12M
|
710K
$41.7M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
35.6KNew |
$2.07M - $2.1M
|
35.6K
$2.09M
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
34.4KNew |
$2M - $2.02M
|
34.4K
$2.02M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32.8K+ 55.01% |
$1.9M - $1.93M
|
92.4K
$5.42M
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
32.7K+ 4.3% |
$1.9M - $1.92M
|
792K
$46.5M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
32.1K+ 86.07% |
$1.86M - $1.89M
|
69.5K
$4.08M
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
31.1K+ 15.9% |
$1.81M - $1.83M
|
227K
$13.3M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.9K+ 4.29% |
$1.79M - $1.82M
|
750K
$44M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.8K+ 3.63% |
$1.79M - $1.82M
|
881K
$51.7M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 3.44% |
$1.71M - $1.74M
|
888K
$52.1M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
29.1K+ 14.74% |
$1.69M - $1.72M
|
227K
$13.3M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.7K+ 83.43% |
$1.66M - $1.69M
|
63K
$3.7M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
28.7K+ 5.93% |
$1.66M - $1.69M
|
512K
$30M
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
28.5KNew |
$1.66M - $1.68M
|
28.5K
$1.67M
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
28.5KNew |
$1.65M - $1.68M
|
28.5K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
28.3KNew |
$1.64M - $1.66M
|
28.3K
$1.66M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28.1KNew |
$1.63M - $1.66M
|
28.1K
$1.65M
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
27.6K+ 39.9% |
$1.6M - $1.63M
|
96.9K
$5.69M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
27.2K+ 6.53% |
$1.58M - $1.6M
|
443K
$26M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.8K+ 5.35% |
$1.55M - $1.58M
|
527K
$30.9M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
26.1K+ 22.65% |
$1.52M - $1.54M
|
142K
$8.31M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
25.8KNew |
$1.5M - $1.52M
|
25.8K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
25.4KNew |
$1.47M - $1.49M
|
25.4K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
25.2K+ 151.53% |
$1.46M - $1.48M
|
41.8K
$2.45M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
25.1K+ 3.61% |
$1.45M - $1.48M
|
719K
$42.2M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24.9K+ 967.47% |
$1.44M - $1.46M
|
27.4K
$1.61M
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.7K+ 14.99% |
$1.43M - $1.45M
|
190K
$11.1M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
24.6K+ 2.26% |
$1.43M - $1.45M
|
1.11M
$65.3M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 4.04% |
$1.41M - $1.44M
|
628K
$36.9M
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.4KNew |
$1.41M - $1.43M
|
24.4K
$1.43M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
24.1K+ 134.64% |
$1.4M - $1.42M
|
41.9K
$2.46M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24K+ 158.62% |
$1.39M - $1.42M
|
39.2K
$2.3M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.37M - $1.39M
|
23.7K
$1.39M
|