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 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
297+ 1.62% |
$17.1K - $17.6K
|
18.6K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.12K+ 1.92% |
$64.4K - $66K
|
59.1K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-12K- 5.55% |
$691K - $708K
|
204K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 27.5% |
$65.9K - $67.5K
|
5.29K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-43.6K- 69.84% |
$2.52M - $2.58M
|
18.8K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
296K+ 335.07% |
$17.1M - $17.5M
|
385K
$22.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.7K- 7.69% |
$734K - $751K
|
153K
$8.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
360K+ 119.5% |
$20.8M - $21.3M
|
661K
$38.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
17.4K+ 11.8% |
$1M - $1.03M
|
165K
$9.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-11.2K- 13.92% |
$647K - $662K
|
69.3K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.54K- 0.41% |
$88.6K - $90.8K
|
371K
$21.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.15K- 11.37% |
$182K - $186K
|
24.6K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 4.5% |
$8.66K - $8.87K
|
3.18K
$185K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16.2K- 3.69% |
$936K - $958K
|
423K
$24.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
2.08K+ 18.22% |
$120K - $123K
|
13.5K
$786K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-400- 2.72% |
$23.1K - $23.7K
|
14.3K
$833K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
49.1KNew |
$2.84M - $2.9M
|
49.1K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
37+ 1.0% |
$2.14K - $2.19K
|
3.76K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.33K- 21.8% |
$192K - $197K
|
12K
$696K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.56K+ 11.41% |
$148K - $151K
|
25K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.77K+ 6.68% |
$160K - $164K
|
44.3K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7.83K+ 4.36% |
$452K - $463K
|
187K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 32.49% |
$155K - $159K
|
5.59K
$325K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
725New |
$41.9K - $42.9K
|
725
$42.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
13.4KNew |
$772K - $790K
|
13.4K
$778K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.89K+ 3.5% |
$398K - $408K
|
204K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-790- 4.69% |
$45.6K - $46.7K
|
16.1K
$935K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
737K+ 2126.18% |
$42.5M - $43.6M
|
771K
$44.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-591- 10.05% |
$34.1K - $34.9K
|
5.29K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-416- 7.4% |
$24K - $24.6K
|
5.21K
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.2K- 3.39% |
$2.09M - $2.14M
|
1.03M
$60.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-57K- 34.57% |
$3.29M - $3.37M
|
108K
$6.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
25+ 3.47% |
$1.44K - $1.48K
|
746
$43.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.04% |
$231 - $237
|
10.1K
$591K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.69K+ 2.99% |
$271K - $277K
|
162K
$9.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
395New |
$22.8K - $23.4K
|
395
$23K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
55.6K+ 9.11% |
$3.21M - $3.29M
|
666K
$38.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.55K+ 138.44% |
$89.2K - $91.4K
|
2.66K
$155K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-23K- 61.19% |
$1.33M - $1.36M
|
14.6K
$849K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
85K+ 109.81% |
$4.91M - $5.03M
|
162K
$9.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
26.6KNew |
$1.53M - $1.57M
|
26.6K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-377- 33.75% |
$21.8K - $22.3K
|
740
$43.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.64KNew |
$210K - $215K
|
3.64K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14.1K+ 3.77% |
$815K - $835K
|
389K
$22.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.2K- 24.62% |
$185K - $189K
|
9.81K
$571K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.85K+ 160.97% |
$453K - $464K
|
12.7K
$741K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
97.1K+ 2745.01% |
$5.61M - $5.74M
|
101K
$5.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.8K- 85.58% |
$856K - $877K
|
2.5K
$145K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.81K- 2.37% |
$162K - $166K
|
116K
$6.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
15.8K+ 10.26% |
$910K - $932K
|
169K
$9.86M
|