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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
9.7KNew |
$558K - $563K
|
9.7K
$565K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.14K - $4.18K
|
72
$4.19K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7New |
$403 - $406
|
7
$408
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.46K- 8.83% |
$83.7K - $84.4K
|
15K
$874K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
525New |
$30.2K - $30.5K
|
525
$30.6K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
62New |
$3.57K - $3.6K
|
62
$3.61K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-9.21K- 18.86% |
$530K - $534K
|
39.6K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.24KNew |
$244K - $246K
|
4.24K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
900New |
$51.8K - $52.2K
|
900
$52.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.25K+ 60.92% |
$129K - $130K
|
5.94K
$346K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.56% |
$57.6 - $58
|
180
$10.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.48K- 24.61% |
$84.9K - $85.6K
|
4.52K
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.94KNew |
$112K - $112K
|
1.94K
$113K
|
|
|
Jul 18, 2024
Q2 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
1.2K+ 9.39% |
$69.3K - $69.8K
|
14K
$816K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
209New |
$12K - $12.1K
|
209
$12.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
19New |
$1.09K - $1.1K
|
19
$1.11K
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.21K- 22.92% |
$69.8K - $70.4K
|
4.08K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
80.3KNew |
$4.62M - $4.66M
|
80.3K
$4.67M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
180KNew |
$10.4M - $10.4M
|
180K
$10.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.44K- 26.4% |
$82.6K - $83.2K
|
4K
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
93.8KNew |
$5.4M - $5.44M
|
93.8K
$5.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
5.4K+ 13.38% |
$311K - $313K
|
45.7K
$2.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-145- 4.01% |
$8.34K - $8.41K
|
3.47K
$202K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$230 - $232
|
4
$233
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-56- 1.42% |
$3.22K - $3.25K
|
3.87K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
35+ 0.94% |
$2.01K - $2.03K
|
3.75K
$218K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
2.16K+ 195.3% |
$124K - $125K
|
3.27K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1- 0.02% |
$57.6 - $58
|
5.08K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.65KNew |
$268K - $270K
|
4.65K
$271K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
45New |
$2.59K - $2.61K
|
45
$2.62K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.33K- 95.06% |
$192K - $193K
|
173
$10.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-1.3K- 4.56% |
$74.6K - $75.2K
|
27.2K
$1.58M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-3.51K- 44.47% |
$202K - $203K
|
4.38K
$255K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
7.99K+ 200.91% |
$460K - $463K
|
12K
$697K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-22KClosed |
$1.27M - $1.29M
|
0
$0
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-100- 3.74% |
$5.79K - $5.85K
|
2.57K
$150K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.61KNew |
$209K - $211K
|
3.61K
$210K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
115K+ 14.27% |
$6.68M - $6.75M
|
924K
$53.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.09KClosed |
$179K - $181K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
17.9K+ 10.63% |
$1.03M - $1.05M
|
186K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
863New |
$50K - $50.5K
|
863
$50.2K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49K+ 439.68% |
$2.84M - $2.87M
|
60.2K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
173K+ 49.29% |
$9.98M - $10.1M
|
523K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$31.8K - $32.2K
|
550
$32K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100New |
$5.79K - $5.85K
|
100
$5.82K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-960- 15.5% |
$55.6K - $56.2K
|
5.23K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-717- 4.93% |
$41.5K - $42K
|
13.8K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
120+ 1.17% |
$6.95K - $7.02K
|
10.4K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.49K- 9.18% |
$202K - $204K
|
34.5K
$2.01M
|
|