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 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2K+ 92.73% |
$1.11M - $1.14M
|
39.9K
$2.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
6.23KNew |
$360K - $369K
|
6.23K
$363K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
121K+ 5.16% |
$6.96M - $7.13M
|
2.46M
$143M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
404+ 7.34% |
$23.3K - $23.9K
|
5.91K
$344K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.61K+ 18.54% |
$266K - $273K
|
29.5K
$1.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
388+ 9.6% |
$22.4K - $22.9K
|
4.43K
$258K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-467- 1.93% |
$27K - $27.6K
|
23.8K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-44.3K- 10.34% |
$2.56M - $2.62M
|
384K
$22.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.85K- 4.04% |
$107K - $109K
|
43.8K
$2.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-224K- 72.26% |
$12.9M - $13.2M
|
85.8K
$5M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
240+ 1.06% |
$13.9K - $14.2K
|
22.8K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
16+ 1.11% |
$924 - $946
|
1.46K
$84.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.38K- 40.54% |
$542K - $555K
|
13.8K
$801K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
179+ 1.06% |
$10.3K - $10.6K
|
17.1K
$996K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
10+ 1.08% |
$577 - $591
|
937
$54.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6.85K- 4.34% |
$396K - $405K
|
151K
$8.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
904K+ 1206.61% |
$52.2M - $53.5M
|
979K
$57M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
28.1K+ 2.66% |
$1.62M - $1.66M
|
1.09M
$63.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-45- 0.34% |
$2.6K - $2.66K
|
13.3K
$774K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.68K+ 9.83% |
$328K - $336K
|
63.4K
$3.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-405- 0.28% |
$23.4K - $23.9K
|
146K
$8.53M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-715- 17.35% |
$41.3K - $42.3K
|
3.41K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.8K+ 14.8% |
$335K - $343K
|
45K
$2.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
SELL
|
- |
-4.22K- 2.2% |
$244K - $250K
|
187K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-7.34K- 14.48% |
$424K - $434K
|
43.4K
$2.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
363+ 2.83% |
$21K - $21.5K
|
13.2K
$768K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21.9K+ 2.51% |
$1.27M - $1.3M
|
897K
$52.2M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
14.7K+ 12.16% |
$848K - $869K
|
135K
$7.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
6.46K+ 6.35% |
$373K - $382K
|
108K
$6.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
40.8K+ 24.91% |
$2.36M - $2.41M
|
205K
$11.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
112+ 1.62% |
$6.47K - $6.62K
|
7.05K
$410K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
663+ 10.71% |
$38.3K - $39.2K
|
6.85K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.04K- 20.16% |
$118K - $121K
|
8.09K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
780+ 1.22% |
$45K - $46.1K
|
64.8K
$3.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-70- 3.79% |
$4.04K - $4.14K
|
1.78K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.4K- 28.03% |
$254K - $260K
|
11.3K
$658K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
18.2K+ 13.87% |
$1.05M - $1.07M
|
149K
$8.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
9.53K+ 1.43% |
$550K - $563K
|
675K
$39.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.56K- 68.45% |
$206K - $211K
|
1.64K
$95.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.36K+ 2.35% |
$252K - $258K
|
190K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
63+ 0.83% |
$3.64K - $3.73K
|
7.68K
$447K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
188+ 0.37% |
$10.9K - $11.1K
|
51.3K
$2.99M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$173 - $177
|
769
$44.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18K- 62.25% |
$1.04M - $1.07M
|
10.9K
$637K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
31+ 0.32% |
$1.79K - $1.83K
|
9.75K
$568K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
198+ 0.86% |
$11.4K - $11.7K
|
23.2K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.03K+ 4.34% |
$290K - $297K
|
121K
$7.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
10.4K+ 1.82% |
$599K - $613K
|
582K
$33.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.21KNew |
$69.7K - $71.4K
|
1.21K
$70.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
46.8K+ 7.53% |
$2.7M - $2.76M
|
668K
$38.9M
|