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 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.73K- 13.43% |
$158K - $162K
|
17.6K
$1.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-6.9K- 28.89% |
$398K - $408K
|
17K
$988K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
273KNew |
$15.8M - $16.2M
|
273K
$15.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.83K+ 3.53% |
$164K - $167K
|
83.1K
$4.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.1K+ 10.81% |
$1.91M - $1.96M
|
339K
$19.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
98+ 2.41% |
$5.66K - $5.79K
|
4.16K
$242K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
4.21K+ 5.19% |
$243K - $249K
|
85.3K
$4.96M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.39KNew |
$196K - $200K
|
3.39K
$197K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-5.24K- 2.45% |
$303K - $310K
|
208K
$12.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11.5K+ 2.13% |
$662K - $678K
|
550K
$32M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
BUY
|
- |
1.24K+ 6.52% |
$71.8K - $73.5K
|
20.3K
$1.18M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.86KNew |
$223K - $228K
|
3.86K
$225K
|
|
|
Oct 01, 2024
Q3 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
51+ 1.32% |
$2.94K - $3.02K
|
3.91K
$228K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1- 0.01% |
$57.6 - $58
|
15.6K
$910K
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-368- 8.77% |
$21.2K - $21.3K
|
3.83K
$223K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-5.05K- 7.4% |
$291K - $293K
|
63.2K
$3.68M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
85.6K+ 298.87% |
$4.93M - $4.97M
|
114K
$6.65M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.17K- 43.79% |
$470K - $474K
|
10.5K
$611K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.7K- 16.91% |
$270K - $273K
|
23.1K
$1.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
387+ 166.81% |
$22.3K - $22.4K
|
619
$36K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.8K- 17.24% |
$104K - $104K
|
8.64K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
60.8KNew |
$3.5M - $3.53M
|
60.8K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
18.7KNew |
$1.08M - $1.08M
|
18.7K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.25K- 98.47% |
$130K - $131K
|
35
$2.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-400- 1.99% |
$23K - $23.2K
|
19.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
847+ 13.04% |
$48.7K - $49.1K
|
7.34K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-1.21K- 13.82% |
$69.5K - $70K
|
7.53K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.11% |
$978 - $986
|
15.2K
$882K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.48K+ 7.87% |
$258K - $260K
|
61.4K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.47K+ 38.76% |
$84.6K - $85.3K
|
5.26K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-351- 1.37% |
$20.2K - $20.4K
|
25.4K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
11New |
$633 - $638
|
11
$640
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
267+ 5.58% |
$15.4K - $15.5K
|
5.05K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-4K- 21.05% |
$230K - $232K
|
15K
$873K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48- 1.37% |
$2.76K - $2.78K
|
3.45K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-124K- 66.07% |
$7.14M - $7.19M
|
63.7K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-923- 28.94% |
$53.1K - $53.5K
|
2.27K
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
11New |
$633 - $638
|
11
$640
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-89- 2.35% |
$5.12K - $5.16K
|
3.69K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-1.03K- 2.05% |
$59.4K - $59.9K
|
49.3K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-4.31K- 76.04% |
$248K - $250K
|
1.36K
$79.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 804.48% |
$1.41M - $1.42M
|
27.5K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
38.1K+ 120.66% |
$2.19M - $2.21M
|
69.7K
$4.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 41.67% |
$2.3K - $2.32K
|
136
$7.92K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.96K+ 7.7% |
$170K - $172K
|
41.5K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.5KNew |
$144K - $145K
|
2.5K
$146K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.67K+ 20.9% |
$211K - $213K
|
21.2K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10.1KClosed |
$582K - $586K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31.9K+ 49.34% |
$1.84M - $1.85M
|
96.6K
$5.62M
|
|