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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-23- 5.05% |
$1.34K - $1.36K
|
432
$25.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.24K- 24.66% |
$189K - $191K
|
9.89K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 3.51% |
$261K - $264K
|
123K
$7.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 24.22% |
$188K - $190K
|
10.1K
$593K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.86KNew |
$400K - $404K
|
6.86K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-686K- 68.58% |
$40M - $40.4M
|
314K
$18.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
17.8K+ 1.54% |
$1.04M - $1.05M
|
1.18M
$69.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
186+ 0.84% |
$10.8K - $11K
|
22.4K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.55K+ 51.22% |
$148K - $150K
|
7.51K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-80.8K- 27.45% |
$4.71M - $4.76M
|
214K
$12.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
28.6K+ 31.9% |
$1.67M - $1.69M
|
118K
$6.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-9- 0.18% |
$525 - $531
|
4.98K
$293K
|
|
|
Jul 21, 2025
Q2 2025
|
Barton Investment Management
|
BUY
|
- |
2.47K+ 9.91% |
$144K - $146K
|
27.4K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-175- 0.57% |
$10.2K - $10.3K
|
30.7K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
10.7K+ 76.82% |
$626K - $633K
|
24.7K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
8.57K+ 19.45% |
$500K - $505K
|
52.6K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2K+ 4.13% |
$117K - $118K
|
50.5K
$2.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
611+ 0.43% |
$35.6K - $36K
|
141K
$8.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.04K- 4.26% |
$119K - $120K
|
45.8K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.6K- 2.57% |
$268K - $271K
|
174K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-466- 7.34% |
$27.2K - $27.5K
|
5.88K
$345K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.89K+ 16.12% |
$402K - $406K
|
49.6K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.2K- 34.11% |
$478K - $484K
|
15.8K
$931K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.7K+ 3.33% |
$1.9M - $1.92M
|
1.01M
$59.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
100KNew |
$5.83M - $5.9M
|
100K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.34K- 4.93% |
$136K - $138K
|
45K
$2.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.98KNew |
$349K - $353K
|
5.98K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-13.7K- 22.92% |
$796K - $805K
|
45.9K
$2.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
663+ 2.25% |
$38.7K - $39.1K
|
30.1K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-73.5K- 40.28% |
$4.28M - $4.33M
|
109K
$6.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
120K+ 12.12% |
$7.01M - $7.09M
|
1.11M
$65.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
736+ 2.38% |
$42.9K - $43.4K
|
31.6K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
28.4K+ 13.99% |
$1.66M - $1.68M
|
232K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-615- 5.82% |
$35.9K - $36.3K
|
9.95K
$585K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.89K- 3.92% |
$227K - $229K
|
95.1K
$5.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.99K+ 277.42% |
$174K - $176K
|
4.06K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.86K+ 3.68% |
$109K - $110K
|
52.5K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
49+ 1.15% |
$2.86K - $2.89K
|
4.3K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.87K- 26.76% |
$109K - $110K
|
5.13K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
413+ 1.69% |
$24.1K - $24.3K
|
24.8K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.9K- 10.36% |
$519K - $524K
|
77K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
124K+ 6.1% |
$7.2M - $7.28M
|
2.15M
$126M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71+ 1.04% |
$4.14K - $4.19K
|
6.91K
$406K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-111K- 33.56% |
$6.49M - $6.56M
|
220K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 8.51% |
$108K - $109K
|
19.9K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
143K+ 47.82% |
$8.33M - $8.42M
|
441K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.23K+ 43.06% |
$130K - $132K
|
7.42K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$875 - $884
|
15
$881
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
10.6K+ 77.63% |
$617K - $623K
|
24.2K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
127+ 1.02% |
$7.41K - $7.49K
|
12.6K
$739K
|