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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
957New |
$55.6K - $56.2K
|
957
$56.1K
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
21.7K+ 139.51% |
$1.26M - $1.28M
|
37.3K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.91% |
$58.1 - $58.7
|
111
$6.51K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 0.98% |
$8.94K - $9.04K
|
15.6K
$914K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.03K+ 0.3% |
$176K - $178K
|
1.03M
$60.1M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.05K+ 5.24% |
$119K - $120K
|
41.1K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.42% |
$1.74K - $1.76K
|
7.14K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-886K- 58.97% |
$51.5M - $52M
|
617K
$36.2M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.45K+ 1.65% |
$317K - $320K
|
335K
$19.7M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9.8K+ 2.83% |
$569K - $575K
|
355K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.7KNew |
$1.43M - $1.45M
|
24.7K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.56K+ 8.65% |
$207K - $209K
|
44.7K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-292K- 97.93% |
$16.9M - $17.1M
|
6.15K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-143K- 12.24% |
$8.29M - $8.37M
|
1.02M
$60M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
15.2K+ 164.61% |
$885K - $894K
|
24.5K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-863- 18.66% |
$50.1K - $50.6K
|
3.76K
$220K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
957New |
$55.6K - $56.2K
|
957
$56.1K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 4.05% |
$77.2K - $78.1K
|
31.5K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
519KNew |
$30.2M - $30.5M
|
519K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
15.3K+ 8.84% |
$886K - $896K
|
188K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 2.08% |
$58.1K - $58.7K
|
49K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-142- 10.2% |
$8.25K - $8.33K
|
1.25K
$73.3K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.34K+ 19.91% |
$484K - $489K
|
50.2K
$2.94M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-74.9K- 3.59% |
$4.35M - $4.39M
|
2.01M
$118M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
4.18KNew |
$243K - $245K
|
4.18K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-774- 6.66% |
$44.9K - $45.4K
|
10.9K
$636K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.33K- 36.56% |
$484K - $489K
|
14.4K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.33K- 19.32% |
$310K - $313K
|
22.3K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 7.02% |
$1.29M - $1.3M
|
339K
$19.9M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 42.48% |
$635K - $642K
|
14.8K
$868K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-531- 56.43% |
$30.8K - $31.2K
|
410
$24K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$58.1 - $58.7
|
824
$48.3K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.66K- 3.61% |
$96.4K - $97.4K
|
44.3K
$2.6M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-490- 7.73% |
$28.5K - $28.8K
|
5.85K
$343K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.45K+ 1.84% |
$200K - $203K
|
191K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15.7K+ 5.35% |
$912K - $922K
|
309K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.68K+ 4.19% |
$504K - $509K
|
216K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.47K- 5.95% |
$85.5K - $86.4K
|
23.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
910New |
$52.8K - $53.4K
|
910
$53.3K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
775New |
$45K - $45.5K
|
775
$45.4K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.09K+ 49.21% |
$470K - $475K
|
24.5K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.9K- 47.98% |
$1.56M - $1.58M
|
29.2K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
43.4K+ 18.33% |
$2.52M - $2.55M
|
280K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 0.69% |
$1.57K - $1.58K
|
3.96K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
29.6K+ 4.12% |
$1.72M - $1.74M
|
748K
$43.9M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.76K+ 7.7% |
$102K - $103K
|
24.6K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.95K+ 6.65% |
$171K - $173K
|
47.3K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 6.79% |
$105K - $106K
|
28.3K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
762+ 10.1% |
$44.2K - $44.7K
|
8.3K
$487K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
11KNew |
$638K - $645K
|
11K
$644K
|