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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
72.5K+ 53.4% |
$4.19M - $4.29M
|
208K
$12.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 2.6% |
$34.6K - $35.5K
|
22.5K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23K+ 20.14% |
$1.33M - $1.36M
|
138K
$8.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-90- 0.95% |
$5.2K - $5.32K
|
9.4K
$548K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
51.7K+ 5.8% |
$2.99M - $3.06M
|
944K
$54.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
88+ 1.99% |
$5.08K - $5.2K
|
4.52K
$263K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.63KNew |
$267K - $274K
|
4.63K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
220+ 36.67% |
$12.7K - $13K
|
820
$47.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.83K- 21.21% |
$279K - $285K
|
17.9K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.96K- 9.15% |
$229K - $234K
|
39.4K
$2.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.4K+ 7.52% |
$1.12M - $1.15M
|
278K
$16.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.4K- 25.66% |
$80.7K - $82.6K
|
4.05K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
129K+ 5.34% |
$7.43M - $7.61M
|
2.54M
$148M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-742- 14.89% |
$42.8K - $43.9K
|
4.24K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.17K+ 4.22% |
$67.4K - $69.1K
|
28.9K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-89.6K- 10.56% |
$5.18M - $5.3M
|
760K
$44.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.8K+ 2.88% |
$219K - $225K
|
136K
$7.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 718.18% |
$114K - $117K
|
2.25K
$131K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
6.06KNew |
$350K - $358K
|
6.06K
$353K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
932+ 10.94% |
$53.8K - $55.1K
|
9.45K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.5KNew |
$897K - $918K
|
15.5K
$904K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
17.5K+ 5.95% |
$1.01M - $1.04M
|
312K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
301+ 5.35% |
$17.4K - $17.8K
|
5.93K
$345K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.4% |
$289 - $296
|
1.24K
$72.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-300- 5.74% |
$17.3K - $17.7K
|
4.93K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 2.9% |
$113K - $115K
|
69.1K
$4.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22+ 1.06% |
$1.27K - $1.3K
|
2.09K
$122K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-426- 13.86% |
$24.6K - $25.2K
|
2.65K
$154K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-350K- 87.45% |
$20.2M - $20.7M
|
50.2K
$2.92M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-97K- 23.06% |
$5.6M - $5.74M
|
324K
$18.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-464Closed |
$26.8K - $27.4K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
27.1K+ 8.84% |
$1.56M - $1.6M
|
333K
$19.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
102New |
$5.89K - $6.03K
|
102
$5.94K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
46.8K+ 4.39% |
$2.7M - $2.77M
|
1.11M
$64.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-439- 7.68% |
$25.3K - $26K
|
5.28K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.98K+ 43.75% |
$287K - $294K
|
16.4K
$952K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-159- 1.22% |
$9.18K - $9.4K
|
12.9K
$749K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.09K+ 25.06% |
$62.8K - $64.3K
|
5.43K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-425K- 35.0% |
$24.5M - $25.1M
|
789K
$46M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.13K+ 18.36% |
$65K - $66.5K
|
7.25K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
282+ 2.15% |
$16.3K - $16.7K
|
13.4K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14.8K- 21.55% |
$855K - $876K
|
53.9K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
456+ 7.18% |
$26.3K - $27K
|
6.81K
$396K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-545- 4.13% |
$31.5K - $32.2K
|
12.7K
$737K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.74K- 2.04% |
$100K - $103K
|
83.6K
$4.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
80.6K+ 104.13% |
$4.65M - $4.76M
|
158K
$9.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-356- 15.76% |
$20.6K - $21.1K
|
1.9K
$111K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
15.1K+ 11.85% |
$873K - $894K
|
143K
$8.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
29.9K+ 20.19% |
$1.73M - $1.77M
|
178K
$10.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.16% |
$404 - $414
|
4.51K
$263K
|