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 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.04K- 15.77% |
$60.5K - $61.2K
|
5.56K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-822K- 36.06% |
$47.7M - $48.2M
|
1.46M
$85.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.37KNew |
$79.5K - $80.3K
|
1.37K
$80.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
10K+ 222.22% |
$581K - $587K
|
14.5K
$850K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-673- 4.5% |
$39.1K - $39.5K
|
14.3K
$837K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
214+ 0.76% |
$12.4K - $12.6K
|
28.5K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.73K- 7.67% |
$449K - $453K
|
93K
$5.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-773- 27.22% |
$44.9K - $45.4K
|
2.07K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.7K- 8.51% |
$215K - $217K
|
39.8K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
684+ 13.77% |
$39.7K - $40.1K
|
5.65K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-319- 5.37% |
$18.5K - $18.7K
|
5.62K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
587+ 7.79% |
$34.1K - $34.5K
|
8.12K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.8K+ 45.86% |
$1.03M - $1.04M
|
56.5K
$3.31M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
55.1KNew |
$3.2M - $3.23M
|
55.1K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.3K+ 15.78% |
$1.12M - $1.13M
|
141K
$8.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
6.73K+ 24.77% |
$391K - $395K
|
33.9K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
6.48K+ 123.54% |
$376K - $380K
|
11.7K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-205K- 53.73% |
$11.9M - $12M
|
177K
$10.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-3.59K- 1.48% |
$208K - $210K
|
238K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.06K+ 61.77% |
$526K - $532K
|
23.7K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
SELL
|
- |
-2.62K- 1.21% |
$152K - $154K
|
213K
$12.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
706+ 16.55% |
$41K - $41.4K
|
4.97K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18K+ 5.33% |
$1.05M - $1.06M
|
355K
$20.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-730- 1.37% |
$42.4K - $42.8K
|
52.5K
$3.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
341K+ 1734.17% |
$19.8M - $20M
|
361K
$21.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-12.4K- 10.4% |
$721K - $729K
|
107K
$6.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-387- 67.19% |
$22.5K - $22.7K
|
189
$11.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.75K- 10.19% |
$101K - $102K
|
15.4K
$902K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
867+ 48.11% |
$50.3K - $50.9K
|
2.67K
$156K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-214- 2.15% |
$12.4K - $12.6K
|
9.76K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-247- 19.86% |
$14.3K - $14.5K
|
997
$58.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
95.9KNew |
$5.57M - $5.63M
|
95.9K
$5.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.68K+ 5.47% |
$97.7K - $98.7K
|
32.5K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$825K - $834K
|
14.2K
$832K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30+ 0.66% |
$1.74K - $1.76K
|
4.55K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-499- 3.86% |
$29K - $29.3K
|
12.4K
$729K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.04K- 47.13% |
$177K - $178K
|
3.41K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
10.3K+ 5.58% |
$596K - $603K
|
194K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-989- 0.15% |
$57.4K - $58K
|
681K
$39.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
126New |
$7.32K - $7.39K
|
126
$7.38K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-297- 3.74% |
$17.2K - $17.4K
|
7.65K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.28K - $1.29K
|
22
$1.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
14.1K+ 3.9% |
$817K - $826K
|
375K
$22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
291K+ 1336.33% |
$16.9M - $17.1M
|
313K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-4.74K- 22.27% |
$275K - $278K
|
16.6K
$970K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
83.6K+ 13.38% |
$4.86M - $4.91M
|
709K
$41.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-492- 8.52% |
$28.6K - $28.9K
|
5.28K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 15.52% |
$3.14K - $3.17K
|
294
$17.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
886+ 24.09% |
$51.5K - $52K
|
4.56K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
4.12K+ 19.51% |
$239K - $242K
|
25.2K
$1.48M
|