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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.4KNew |
$658K - $665K
|
11.4K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 2.51% |
$700K - $708K
|
494K
$28.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
142K+ 22.94% |
$8.21M - $8.3M
|
760K
$44.3M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106New |
$6.14K - $6.21K
|
106
$6.17K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.61K- 0.7% |
$267K - $270K
|
652K
$37.9M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.53KNew |
$320K - $324K
|
5.53K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-122- 44.04% |
$7.06K - $7.14K
|
155
$9.02K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
62.3KNew |
$3.61M - $3.65M
|
62.3K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
9.59K+ 17.25% |
$555K - $562K
|
65.2K
$3.8M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.73K- 41.24% |
$100K - $101K
|
2.47K
$144K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-55K- 91.06% |
$3.18M - $3.22M
|
5.4K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-683- 1.5% |
$39.5K - $40K
|
44.8K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
101New |
$5.85K - $5.91K
|
101
$5.88K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.18K- 22.19% |
$68K - $68.8K
|
4.12K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
750+ 4.16% |
$43.4K - $43.9K
|
18.8K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 25.14% |
$2.55K - $2.58K
|
131
$7.63K
|
|
|
May 09, 2024
Q1 2024
|
Investment Management Associates Inc
|
SELL
|
- |
-5- 0.02% |
$289 - $293
|
30.3K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.87K- 30.21% |
$108K - $109K
|
4.32K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
370New |
$21.4K - $21.7K
|
370
$21.5K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
715+ 11.53% |
$41.4K - $41.9K
|
6.92K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
803+ 21.36% |
$46.5K - $47K
|
4.56K
$266K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.72KNew |
$215K - $218K
|
3.72K
$217K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14.6K- 39.8% |
$844K - $854K
|
22.1K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
4.34KNew |
$251K - $254K
|
4.34K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-223- 5.99% |
$12.9K - $13.1K
|
3.5K
$204K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-400- 50.96% |
$23.2K - $23.4K
|
385
$22.4K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-687- 8.74% |
$39.8K - $40.2K
|
7.17K
$418K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
27+ 0.67% |
$1.56K - $1.58K
|
4.08K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.02K+ 8.0% |
$175K - $177K
|
40.8K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-751- 8.08% |
$43.5K - $44K
|
8.54K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
18+ 1.03% |
$1.04K - $1.05K
|
1.77K
$103K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.18K- 14.02% |
$68.2K - $69K
|
7.22K
$421K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-15.4K- 13.23% |
$889K - $899K
|
101K
$5.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
854+ 136.64% |
$49.4K - $50K
|
1.48K
$86.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
253New |
$14.6K - $14.8K
|
253
$14.7K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.5KNew |
$145K - $146K
|
2.5K
$146K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-22.9K- 15.56% |
$1.33M - $1.34M
|
124K
$7.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27.4KNew |
$1.59M - $1.6M
|
27.4K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.6K- 57.59% |
$151K - $152K
|
1.92K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-556- 6.51% |
$32.2K - $32.5K
|
7.99K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6.59K- 15.89% |
$381K - $386K
|
34.9K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.61KNew |
$93K - $94K
|
1.61K
$93.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.35K+ 190.34% |
$252K - $255K
|
6.64K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$5.79K - $5.85K
|
100
$5.82K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.86K- 57.33% |
$281K - $284K
|
3.62K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
41.2KNew |
$2.39M - $2.41M
|
41.2K
$2.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-15.7K- 78.43% |
$907K - $917K
|
4.31K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
213+ 5.99% |
$12.3K - $12.5K
|
3.77K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-438- 10.13% |
$25.4K - $25.6K
|
3.88K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
893+ 5.75% |
$51.7K - $52.3K
|
16.4K
$956K
|