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 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
174K+ 55.99% |
$10.1M - $10.2M
|
484K
$28.4M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-233- 15.23% |
$13.5K - $13.7K
|
1.3K
$76K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.04K- 3.44% |
$176K - $178K
|
85.2K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35.5K+ 3.56% |
$2.06M - $2.08M
|
1.03M
$60.6M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-143- 0.79% |
$8.3K - $8.39K
|
17.9K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.1K+ 57.77% |
$817K - $826K
|
38.4K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.98K+ 25.96% |
$464K - $469K
|
38.7K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
85.1K+ 88.8% |
$4.94M - $4.99M
|
181K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
25.4K+ 22.52% |
$1.47M - $1.49M
|
138K
$8.09M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-197- 12.8% |
$11.4K - $11.6K
|
1.34K
$78.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-497- 17.63% |
$28.9K - $29.2K
|
2.32K
$136K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-24- 96.0% |
$1.39K - $1.41K
|
1
$58.6
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.2K- 3.49% |
$69.6K - $70.4K
|
33.2K
$1.95M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
5.61KNew |
$326K - $329K
|
5.61K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-434- 5.44% |
$25.2K - $25.5K
|
7.54K
$442K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 81.97% |
$5.33M - $5.38M
|
20.2K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-25- 0.45% |
$1.45K - $1.47K
|
5.49K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1KNew |
$701K - $709K
|
12.1K
$708K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
885New |
$51.4K - $51.9K
|
885
$51.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
670+ 8.18% |
$38.9K - $39.3K
|
8.86K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.87K- 11.12% |
$167K - $168K
|
22.9K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.13K- 2.42% |
$65.6K - $66.3K
|
45.5K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.5K- 0.87% |
$86.9K - $87.9K
|
171K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-37.5K- 7.65% |
$2.18M - $2.2M
|
452K
$26.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
49.6K+ 417.42% |
$2.88M - $2.91M
|
61.5K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.3KNew |
$134K - $135K
|
2.3K
$135K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
143+ 1.26% |
$8.3K - $8.39K
|
11.5K
$674K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
96.5K+ 23.16% |
$5.6M - $5.66M
|
513K
$30.1M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31K+ 7.3% |
$1.8M - $1.82M
|
456K
$26.7M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-475- 52.78% |
$27.6K - $27.9K
|
425
$24.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
557+ 1.92% |
$32.3K - $32.7K
|
29.5K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48K+ 5.4% |
$2.79M - $2.82M
|
936K
$54.9M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
108KNew |
$6.3M - $6.36M
|
108K
$6.35M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.15K- 3.84% |
$66.5K - $67.2K
|
28.7K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-689- 2.24% |
$40K - $40.4K
|
30K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
89+ 2.47% |
$5.17K - $5.22K
|
3.69K
$216K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-567- 3.26% |
$32.9K - $33.3K
|
16.8K
$985K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
85.6K+ 2.71% |
$4.97M - $5.03M
|
3.24M
$190M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
647+ 0.49% |
$37.6K - $38K
|
132K
$7.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.1K- 8.09% |
$1.92M - $1.95M
|
376K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.27K+ 6.08% |
$248K - $251K
|
74.5K
$4.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
122K+ 225.42% |
$7.07M - $7.15M
|
176K
$10.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-48.6K- 39.29% |
$2.82M - $2.85M
|
75.1K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.5K- 42.87% |
$2.41M - $2.44M
|
55.4K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-18K- 3.1% |
$1.05M - $1.06M
|
564K
$33.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 2.07% |
$205K - $207K
|
174K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.5K- 25.51% |
$145K - $146K
|
7.29K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.59KNew |
$267K - $269K
|
4.59K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
87+ 0.78% |
$5.05K - $5.11K
|
11.2K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19K- 4.09% |
$1.1M - $1.12M
|
446K
$26.2M
|