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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
59K+ 81.55% |
$3.42M - $3.46M
|
131K
$7.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3.44K- 3.19% |
$200K - $202K
|
104K
$6.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-127- 5.98% |
$7.37K - $7.45K
|
2K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
60New |
$3.48K - $3.52K
|
60
$3.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.53K- 6.03% |
$147K - $148K
|
39.4K
$2.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 23.54% |
$776K - $784K
|
70.1K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
204K+ 5.89% |
$11.8M - $12M
|
3.67M
$215M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-202K- 95.96% |
$11.7M - $11.9M
|
8.5K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.5KNew |
$203K - $205K
|
3.5K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
38.2KNew |
$2.22M - $2.24M
|
38.2K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.74K+ 33.41% |
$159K - $161K
|
10.9K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-7- 0.09% |
$406 - $411
|
7.53K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 34.87% |
$90.4K - $91.3K
|
6.02K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
3.43KNew |
$199K - $201K
|
3.43K
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-226K- 30.73% |
$13.1M - $13.3M
|
510K
$29.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-96.7K- 21.81% |
$5.61M - $5.67M
|
347K
$20.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.66K+ 3.41% |
$329K - $332K
|
171K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-261- 5.56% |
$15.2K - $15.3K
|
4.44K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-57.9K- 31.5% |
$3.36M - $3.4M
|
126K
$7.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.83K+ 2.47% |
$280K - $283K
|
200K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-64- 15.69% |
$3.72K - $3.76K
|
344
$20.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.71K+ 3.68% |
$389K - $394K
|
189K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-276- 6.01% |
$16K - $16.2K
|
4.32K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73- 0.12% |
$4.24K - $4.28K
|
63K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
223New |
$12.9K - $13.1K
|
223
$13.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-895- 2.39% |
$52K - $52.5K
|
36.5K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-14.9K- 65.39% |
$866K - $875K
|
7.89K
$462K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.2K+ 19.65% |
$768K - $777K
|
80.6K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366K- 10.91% |
$21.3M - $21.5M
|
2.99M
$175M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68.9K+ 7.07% |
$4M - $4.05M
|
1.04M
$61.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.15K- 31.48% |
$125K - $126K
|
4.68K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.62KNew |
$268K - $271K
|
4.62K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
4.69KNew |
$272K - $275K
|
4.69K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.11KNew |
$297K - $300K
|
5.11K
$300K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.41K+ 27.85% |
$140K - $141K
|
11K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
62.4K+ 5.33% |
$3.62M - $3.66M
|
1.23M
$72.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
22.2K+ 14.11% |
$1.29M - $1.31M
|
180K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.7K- 48.13% |
$1.2M - $1.21M
|
22.3K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.87M+ 370.17% |
$108M - $110M
|
2.37M
$139M
|