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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
229+ 7.28% |
$13.3K - $13.4K
|
3.38K
$198K
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.5K+ 1584.51% |
$261K - $264K
|
4.78K
$280K
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.87K- 0.92% |
$399K - $403K
|
744K
$43.6M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
76K+ 42.84% |
$4.42M - $4.46M
|
254K
$14.9M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$1.86K - $1.88K
|
32
$1.88K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-346K- 92.29% |
$20.1M - $20.3M
|
28.9K
$1.7M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12K- 33.25% |
$699K - $706K
|
24.2K
$1.42M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.3K+ 6.39% |
$75.5K - $76.3K
|
21.7K
$1.27M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-5.17K- 12.32% |
$300K - $304K
|
36.8K
$2.16M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.56K- 4.8% |
$206K - $209K
|
70.5K
$4.13M
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
117KNew |
$6.82M - $6.89M
|
117K
$6.88M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.73K- 60.86% |
$333K - $336K
|
3.68K
$216K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
377New |
$21.9K - $22.1K
|
377
$22.1K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
599+ 6.46% |
$34.8K - $35.2K
|
9.87K
$579K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 0.74% |
$878K - $887K
|
2.05M
$120M
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
64.2KNew |
$3.73M - $3.77M
|
64.2K
$3.76M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-565- 12.95% |
$32.8K - $33.2K
|
3.8K
$223K
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.34KNew |
$543K - $548K
|
9.34K
$548K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.8KNew |
$221K - $223K
|
3.8K
$223K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-937- 3.26% |
$54.4K - $55K
|
27.8K
$1.63M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 7.21% |
$883K - $893K
|
226K
$13.2M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.68K- 3.4% |
$155K - $157K
|
76.1K
$4.46M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.55K- 0.17% |
$206K - $208K
|
2.05M
$120M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
597+ 0.93% |
$34.7K - $35K
|
64.7K
$3.79M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.89K- 14.3% |
$226K - $228K
|
23.3K
$1.37M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9.91K+ 36.1% |
$575K - $581K
|
37.3K
$2.19M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
84.8K+ 104.21% |
$4.93M - $4.98M
|
166K
$9.74M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.22K+ 31.38% |
$245K - $248K
|
17.7K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 22.9% |
$64.1K - $64.8K
|
5.93K
$347K
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.3K- 2.43% |
$75.4K - $76.2K
|
52.1K
$3.05M
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-85.4K- 40.57% |
$4.96M - $5.01M
|
125K
$7.34M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 27.39% |
$62.3K - $62.9K
|
2.84K
$167K
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
11.6K+ 8.43% |
$675K - $683K
|
150K
$8.76M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.5K+ 147.82% |
$377K - $381K
|
10.9K
$638K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-476- 5.56% |
$27.6K - $27.9K
|
8.08K
$474K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.5K- 47.96% |
$5.08M - $5.14M
|
95K
$5.57M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8New |
$465 - $470
|
8
$469
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.23K+ 18.61% |
$304K - $307K
|
33.3K
$1.95M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
295K+ 5.6% |
$17.1M - $17.3M
|
5.56M
$326M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
51.9K+ 11.03% |
$3.01M - $3.05M
|
522K
$30.6M
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
26.8K+ 14.15% |
$1.56M - $1.57M
|
216K
$12.7M
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
66+ 0.25% |
$3.83K - $3.87K
|
26K
$1.52M
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
269KNew |
$15.6M - $15.8M
|
269K
$15.8M
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.83K- 32.64% |
$281K - $284K
|
9.97K
$585K
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
103+ 0.9% |
$5.98K - $6.05K
|
11.5K
$677K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
16.2K+ 3.03% |
$939K - $949K
|
550K
$32.2M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.9K+ 3.98% |
$1.73M - $1.75M
|
780K
$45.7M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.83K- 3.68% |
$455K - $459K
|
205K
$12M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-37.8K- 9.52% |
$2.19M - $2.22M
|
359K
$21.1M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-4.08K- 11.46% |
$237K - $240K
|
31.5K
$1.85M
|