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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3K+ 32.94% |
$1.35M - $1.37M
|
94.1K
$5.52M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
23.2K+ 1171.92% |
$1.35M - $1.37M
|
25.2K
$1.48M
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
22.9KNew |
$1.33M - $1.35M
|
22.9K
$1.34M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 26.03% |
$1.29M - $1.31M
|
108K
$6.33M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1K+ 23.68% |
$1.28M - $1.3M
|
116K
$6.79M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
21.8K+ 40.86% |
$1.26M - $1.28M
|
75.1K
$4.41M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$1.26M - $1.28M
|
21.8K
$1.28M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
21.7KNew |
$1.26M - $1.28M
|
21.7K
$1.27M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
21.7K+ 6.94% |
$1.26M - $1.28M
|
334K
$19.6M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
21.3K+ 3.22% |
$1.23M - $1.25M
|
682K
$40M
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.1K+ 19.14% |
$1.22M - $1.24M
|
131K
$7.7M
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
20.8K+ 10.99% |
$1.21M - $1.23M
|
211K
$12.4M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.8KNew |
$1.21M - $1.23M
|
20.8K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.5K+ 1.98% |
$1.19M - $1.21M
|
1.05M
$61.9M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.4K+ 13.59% |
$1.18M - $1.2M
|
170K
$9.99M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.18M - $1.19M
|
20.3K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
20.3K+ 4.28% |
$1.18M - $1.19M
|
493K
$28.9M
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
20.3K+ 34.06% |
$1.18M - $1.19M
|
79.7K
$4.68M
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
20.2KNew |
$1.17M - $1.19M
|
20.2K
$1.18M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19.8K+ 7.25% |
$1.15M - $1.17M
|
294K
$17.2M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.8K+ 4.0% |
$1.15M - $1.17M
|
515K
$30.2M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
19.4KNew |
$1.13M - $1.14M
|
19.4K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.7K+ 9.75% |
$1.09M - $1.1M
|
211K
$12.4M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.6K+ 182.09% |
$1.08M - $1.09M
|
28.8K
$1.69M
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
18.5K+ 9.79% |
$1.07M - $1.09M
|
207K
$12.1M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.3K+ 23.16% |
$1.06M - $1.08M
|
97.4K
$5.72M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.2K+ 267.49% |
$1.05M - $1.07M
|
25K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
18.1K+ 3.77% |
$1.05M - $1.07M
|
499K
$29.3M
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
18KNew |
$1.05M - $1.06M
|
18K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.8KNew |
$1.03M - $1.05M
|
17.8K
$1.04M
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
17.6K+ 2.32% |
$1.02M - $1.03M
|
773K
$45.3M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.4KNew |
$1.01M - $1.02M
|
17.4K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
16.9K+ 16.35% |
$983K - $998K
|
121K
$7.08M
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
16.9KNew |
$980K - $995K
|
16.9K
$991K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16.7K+ 13.34% |
$970K - $984K
|
142K
$8.33M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
16.2KNew |
$941K - $955K
|
16.2K
$951K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 135.9% |
$931K - $945K
|
27.9K
$1.63M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$924K - $938K
|
15.9K
$935K
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
15.4K+ 5.43% |
$894K - $907K
|
299K
$17.5M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
15.1K+ 2.67% |
$877K - $890K
|
582K
$34.2M
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.8K+ 92.6% |
$858K - $871K
|
30.8K
$1.81M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.3K+ 76.47% |
$832K - $845K
|
33.1K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 4.75% |
$832K - $844K
|
317K
$18.6M
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.1K+ 12.82% |
$816K - $828K
|
124K
$7.26M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
14K+ 19.6% |
$810K - $822K
|
85.2K
$5M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
13.9K+ 3.97% |
$807K - $819K
|
364K
$21.3M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13.8K+ 3.14% |
$802K - $814K
|
453K
$26.6M
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
13.6KNew |
$788K - $800K
|
13.6K
$797K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.2KNew |
$768K - $780K
|
13.2K
$777K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13K+ 58.38% |
$756K - $767K
|
35.4K
$2.07M
|