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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-339- 0.11% |
$19.7K - $19.9K
|
321K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.7K+ 18.48% |
$98.7K - $99.8K
|
10.9K
$639K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$406 - $411
|
2.86K
$167K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 2.28% |
$124K - $126K
|
96.3K
$5.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 4.51% |
$1.8K - $1.82K
|
718
$42.1K
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.68KNew |
$330K - $333K
|
5.68K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15.6K+ 54.69% |
$906K - $916K
|
44.1K
$2.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
978+ 6.64% |
$56.8K - $57.4K
|
15.7K
$921K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
55+ 0.49% |
$3.19K - $3.23K
|
11.3K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.33K- 14.76% |
$77.3K - $78.2K
|
7.7K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.08K- 17.48% |
$353K - $357K
|
28.7K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.71K+ 0.69% |
$157K - $159K
|
393K
$23M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.41M- 40.94% |
$81.8M - $82.7M
|
2.03M
$119M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
34+ 0.67% |
$1.97K - $2K
|
5.08K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-4.93K- 43.44% |
$286K - $289K
|
6.42K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.2KNew |
$2.05M - $2.07M
|
35.2K
$2.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 65.91% |
$1.68K - $1.7K
|
15
$879
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.39K- 93.3% |
$80.9K - $81.8K
|
100
$5.86K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.12K- 1.31% |
$64.7K - $65.4K
|
84.1K
$4.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.6K+ 32.76% |
$613K - $620K
|
42.8K
$2.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
253+ 1.61% |
$14.7K - $14.8K
|
16K
$937K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.97K- 7.15% |
$288K - $292K
|
64.5K
$3.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.69KNew |
$272K - $275K
|
4.69K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.04K+ 5.1% |
$293K - $296K
|
104K
$6.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
94+ 0.67% |
$5.46K - $5.52K
|
14.2K
$830K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.85KNew |
$224K - $226K
|
3.85K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.22K+ 4.71% |
$70.6K - $71.4K
|
27K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.09K- 25.84% |
$296K - $299K
|
14.6K
$857K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
12.7K+ 5.59% |
$737K - $744K
|
239K
$14M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.89% |
$116 - $117
|
226
$13.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.49K+ 3.94% |
$203K - $205K
|
92K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 15.12% |
$947K - $957K
|
124K
$7.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
929+ 2.9% |
$53.9K - $54.5K
|
33K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.82K+ 136.81% |
$222K - $224K
|
6.61K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
58KNew |
$3.37M - $3.4M
|
58K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-379- 4.43% |
$22K - $22.2K
|
8.18K
$480K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-7.72K- 15.07% |
$449K - $453K
|
43.5K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.39K+ 38.02% |
$313K - $316K
|
19.6K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.57KNew |
$149K - $151K
|
2.57K
$150K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.23KNew |
$362K - $366K
|
6.23K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.8KNew |
$800K - $809K
|
13.8K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.8K+ 36.83% |
$2.14M - $2.16M
|
137K
$8.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.95KNew |
$461K - $466K
|
7.95K
$466K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-20.3K- 20.43% |
$1.18M - $1.19M
|
78.9K
$4.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.41K+ 11.46% |
$198K - $200K
|
33.2K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$11.6K - $11.7K
|
200
$11.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.2K- 1.44% |
$128K - $129K
|
151K
$8.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-7.18K- 50.75% |
$417K - $421K
|
6.97K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.17K+ 42.39% |
$126K - $127K
|
7.29K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.52KNew |
$204K - $206K
|
3.52K
$206K
|