Latest Institutional Transactions on Vanguard (VGSH)
This table provides information on the latest institutional transactions involving Vanguard (VGSH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
65.1K+ 1.69% |
$3.76M - $3.85M
|
3.91M
$227M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.9K+ 5.52% |
$1.09M - $1.12M
|
361K
$21M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.38K- 14.49% |
$138K - $141K
|
14.1K
$817K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-365K- 63.55% |
$21.1M - $21.6M
|
209K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.73K+ 4.59% |
$100K - $102K
|
39.5K
$2.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-730- 1.52% |
$42.2K - $43.2K
|
47.4K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21+ 3.3% |
$1.21K - $1.24K
|
657
$38.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 13.11% |
$1.13M - $1.16M
|
130K
$7.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-815- 2.25% |
$47.1K - $48.2K
|
35.4K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-98- 1.42% |
$5.66K - $5.79K
|
6.83K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 21.27% |
$212K - $218K
|
13.6K
$792K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 16.62% |
$117K - $120K
|
10.1K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-215- 7.15% |
$12.4K - $12.7K
|
2.79K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.4K+ 72.09% |
$831K - $851K
|
34.4K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-354- 0.63% |
$20.4K - $20.9K
|
55.8K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.24K+ 66.76% |
$418K - $428K
|
18.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 0.4% |
$1.21K - $1.24K
|
5.32K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
414New |
$23.9K - $24.5K
|
414
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.78K+ 3.97% |
$276K - $283K
|
125K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
2.06MNew |
$119M - $122M
|
2.06M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 8.89% |
$196K - $200K
|
34.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.18K- 21.06% |
$299K - $306K
|
19.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.94K- 4.15% |
$170K - $174K
|
67.8K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-501K- 15.72% |
$28.9M - $29.6M
|
2.69M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.2K+ 3.79% |
$69.1K - $70.7K
|
32.8K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
28.1K+ 34.53% |
$1.62M - $1.66M
|
110K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.87KNew |
$224K - $229K
|
3.87K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.79K+ 0.55% |
$392K - $401K
|
1.23M
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
512+ 320.0% |
$29.6K - $30.3K
|
672
$39.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 82.08% |
$183K - $187K
|
7.02K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
21.9K+ 82.78% |
$1.26M - $1.3M
|
48.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
45+ 0.1% |
$2.6K - $2.66K
|
45.1K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
25.7K+ 208.2% |
$1.49M - $1.52M
|
38.1K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-676- 4.15% |
$39K - $40K
|
15.6K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 15.95% |
$73.6M - $75.4M
|
6.72M
$391M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.01% |
$6.58K - $6.74K
|
11.4K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
50+ 0.54% |
$2.89K - $2.96K
|
9.37K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.27K- 12.32% |
$73.4K - $75.2K
|
9.05K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-417- 8.8% |
$24.1K - $24.7K
|
4.32K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18.4KNew |
$1.06M - $1.09M
|
18.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
66.9K+ 34.89% |
$3.86M - $3.96M
|
259K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 2.13% |
$2.28M - $2.33M
|
1.89M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.8K- 51.63% |
$2.59M - $2.65M
|
42K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.31K+ 8.8% |
$249K - $255K
|
53.3K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 17.1% |
$61K - $62.4K
|
5.12K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-56.5K- 87.5% |
$3.26M - $3.34M
|
8.08K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.13K+ 8.39% |
$65.1K - $66.6K
|
14.6K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11+ 11.7% |
$635 - $650
|
105
$6.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
147+ 2.18% |
$8.49K - $8.69K
|
6.9K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.59K+ 24.97% |
$91.8K - $94K
|
7.96K
$463K
|