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 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-5.58K- 12.74% |
$324K - $327K
|
38.2K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-79.3K- 87.17% |
$4.61M - $4.65M
|
11.7K
$684K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
377KNew |
$21.9M - $22.1M
|
377K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-424- 10.81% |
$24.6K - $24.9K
|
3.5K
$205K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
586New |
$34K - $34.4K
|
586
$34.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3New |
$174 - $176
|
3
$176
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.14K+ 8.67% |
$66.4K - $67.1K
|
14.3K
$840K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.7K+ 6.26% |
$157K - $158K
|
45.8K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
868+ 0.53% |
$50.4K - $50.9K
|
164K
$9.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.9K- 98.3% |
$285K - $288K
|
85
$4.98K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.37KNew |
$253K - $256K
|
4.37K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.89K+ 1.96% |
$226K - $228K
|
203K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30.7K+ 30.26% |
$1.78M - $1.8M
|
132K
$7.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
112New |
$6.5K - $6.57K
|
112
$6.56K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.44KNew |
$258K - $261K
|
4.44K
$260K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
156+ 0.68% |
$9.06K - $9.16K
|
23.3K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
536+ 4.66% |
$31.1K - $31.5K
|
12K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.77% |
$11.4K - $11.5K
|
11.3K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.4K- 44.02% |
$835K - $844K
|
18.3K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
57.7K+ 8.23% |
$3.35M - $3.39M
|
759K
$44.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.69K- 5.97% |
$388K - $393K
|
105K
$6.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 1.05% |
$1.05K - $1.06K
|
1.74K
$102K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28K- 42.66% |
$1.63M - $1.64M
|
37.7K
$2.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-17- 0.46% |
$987 - $998
|
3.65K
$214K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
9.2K+ 8.12% |
$534K - $540K
|
122K
$7.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
11KNew |
$641K - $648K
|
11K
$647K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
62+ 0.31% |
$3.6K - $3.64K
|
20.2K
$1.18M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
197+ 0.83% |
$11.4K - $11.6K
|
24K
$1.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
8.81K+ 25.02% |
$512K - $517K
|
44K
$2.58M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231K- 19.12% |
$13.4M - $13.6M
|
978K
$57.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
108+ 2.74% |
$6.27K - $6.36K
|
4.05K
$238K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4KNew |
$232K - $236K
|
4K
$234K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.83% |
$348 - $353
|
728
$42.7K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.17K- 35.71% |
$242K - $245K
|
7.51K
$440K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
26New |
$1.51K - $1.53K
|
26
$1.52K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3New |
$174 - $177
|
3
$176
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.61K- 0.79% |
$93.6K - $95K
|
203K
$11.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.07KNew |
$294K - $298K
|
5.07K
$297K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1K+ 23.68% |
$1.28M - $1.3M
|
116K
$6.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.74K+ 14.37% |
$101K - $102K
|
13.9K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.9K+ 51.77% |
$284K - $289K
|
14.4K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 29.71% |
$121K - $123K
|
4.94K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.88K+ 68.11% |
$399K - $405K
|
17K
$995K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.18M - $1.19M
|
20.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 12.5% |
$29M - $29.4M
|
4.5M
$264M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$16.8K - $17.1K
|
290
$17K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 2.04% |
$870 - $883
|
750
$44K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
118New |
$6.85K - $6.95K
|
118
$6.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-6.29K- 20.1% |
$365K - $370K
|
25K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-326- 7.21% |
$18.9K - $19.2K
|
4.19K
$246K
|
|