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 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
717+ 15.91% |
$41.8K - $42.3K
|
5.22K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.68K+ 2.99% |
$273K - $276K
|
161K
$9.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-948- 13.88% |
$55.3K - $55.9K
|
5.88K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.16K- 26.19% |
$301K - $304K
|
14.6K
$853K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-9.02K- 7.36% |
$526K - $532K
|
114K
$6.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
551K+ 8959.02% |
$32.2M - $32.5M
|
557K
$32.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.91KNew |
$228K - $230K
|
3.91K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.91KNew |
$228K - $230K
|
3.91K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.09K- 14.7% |
$180K - $182K
|
17.9K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-112- 7.26% |
$6.53K - $6.6K
|
1.43K
$83.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 10.9% |
$716K - $724K
|
125K
$7.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-23- 5.05% |
$1.34K - $1.36K
|
432
$25.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.24K- 24.66% |
$189K - $191K
|
9.89K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 3.51% |
$261K - $264K
|
123K
$7.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 24.22% |
$188K - $190K
|
10.1K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.86KNew |
$400K - $404K
|
6.86K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-686K- 68.58% |
$40M - $40.4M
|
314K
$18.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
17.8K+ 1.54% |
$1.04M - $1.05M
|
1.18M
$68.9M
|
|
|
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
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
460New |
$26.8K - $27.1K
|
460
$27K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
72K+ 106.78% |
$4.2M - $4.25M
|
140K
$8.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-71.6K- 9.3% |
$4.17M - $4.22M
|
698K
$40.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$1.57K - $1.59K
|
27
$1.58K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 6.18% |
$172K - $174K
|
44.9K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-23.4K- 68.97% |
$1.36M - $1.38M
|
10.5K
$617K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 4.86% |
$2.68K - $2.71K
|
900
$52.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.27% |
$75.2K - $76K
|
58.1K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
451+ 4.29% |
$26.3K - $26.6K
|
11K
$643K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
97+ 0.07% |
$5.66K - $5.72K
|
131K
$7.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.48KNew |
$553K - $559K
|
9.48K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28K- 4.08% |
$1.63M - $1.65M
|
658K
$38.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
9.88K+ 2.6% |
$576K - $582K
|
390K
$22.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 9.04% |
$198K - $200K
|
34.2K
$2M
|
|
|
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
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-9- 0.18% |
$525 - $531
|
4.98K
$292K
|
|
|
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
$3.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2K+ 4.13% |
$117K - $118K
|
50.5K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
611+ 0.43% |
$35.6K - $36K
|
141K
$8.28M
|
|
|
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
$929K
|
|
|
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
$59.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
100KNew |
$5.83M - $5.9M
|
100K
$5.86M
|