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 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1- 0.01% |
$58.3 - $59
|
8.46K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
594+ 7.48% |
$34.6K - $35K
|
8.54K
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.1K- 13.31% |
$181K - $183K
|
20.2K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$209K - $211K
|
3.58K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-172- 6.5% |
$10K - $10.1K
|
2.48K
$145K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1.14K- 4.2% |
$66.2K - $66.9K
|
25.9K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.2K- 86.46% |
$1.47M - $1.49M
|
3.95K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.4K- 30.15% |
$2.18M - $2.21M
|
86.7K
$5.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127K- 6.27% |
$7.43M - $7.52M
|
1.9M
$112M
|
|
|
Jul 24, 2025
Q2 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-100- 0.36% |
$5.83K - $5.9K
|
28K
$1.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-503- 17.61% |
$29.3K - $29.7K
|
2.35K
$138K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
3.11K+ 7.55% |
$181K - $183K
|
44.2K
$2.59M
|
|
|
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 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.36K- 40.64% |
$254K - $257K
|
6.36K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
104K+ 14.86% |
$6.06M - $6.12M
|
803K
$47.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.57K- 13.35% |
$91.7K - $92.7K
|
10.2K
$598K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
81+ 0.73% |
$4.72K - $4.77K
|
11.2K
$657K
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.97K- 18.97% |
$290K - $293K
|
21.2K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-32- 0.39% |
$1.87K - $1.89K
|
8.27K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 0.8% |
$592K - $599K
|
1.27M
$74.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.7K+ 91.92% |
$742K - $750K
|
26.6K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
27.1KNew |
$1.58M - $1.6M
|
27.1K
$1.59M
|
|
|
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
|