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 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
55.3KNew |
$3.2M - $3.24M
|
55.3K
$3.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-211- 71.77% |
$12.2K - $12.4K
|
83
$4.83K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
264+ 4.15% |
$15.3K - $15.5K
|
6.63K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
224New |
$13K - $13.1K
|
224
$13K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-303- 3.35% |
$17.5K - $17.7K
|
8.76K
$510K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
360+ 8.85% |
$20.8K - $21.1K
|
4.43K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
131New |
$7.58K - $7.67K
|
131
$7.63K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7KNew |
$405K - $410K
|
7K
$408K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-7.23K- 35.45% |
$419K - $423K
|
13.2K
$767K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-87K- 95.66% |
$5.03M - $5.09M
|
3.95K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-49- 0.07% |
$2.84K - $2.87K
|
74.8K
$4.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19+ 0.52% |
$1.1K - $1.11K
|
3.68K
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.95KNew |
$344K - $348K
|
5.95K
$346K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
30.2K+ 200.96% |
$1.75M - $1.77M
|
45.3K
$2.64M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.16K- 35.46% |
$125K - $126K
|
3.92K
$228K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$130K - $132K
|
2.25K
$131K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43Closed |
$2.47K - $2.51K
|
0
$0
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 1.04% |
$344 - $350
|
582
$33.9K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$217K - $221K
|
3.79K
$221K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 88.34% |
$28.7K - $29.2K
|
66
$3.84K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
150New |
$8.6K - $8.76K
|
150
$8.73K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
134+ 105.51% |
$7.68K - $7.83K
|
261
$15.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.6KNew |
$493K - $502K
|
8.6K
$501K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16New |
$917 - $935
|
16
$932
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
56.2KNew |
$3.22M - $3.28M
|
56.2K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.93KNew |
$225K - $230K
|
3.93K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15.6K- 9.93% |
$896K - $912K
|
142K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
222KNew |
$12.7M - $13M
|
222K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-15.7K- 97.11% |
$899K - $915K
|
467
$27.2K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-3M- 42.86% |
$172M - $175M
|
4M
$233M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
78.5K+ 417.79% |
$4.5M - $4.58M
|
97.2K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.7K+ 98.12% |
$556K - $567K
|
19.6K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.47K- 39.26% |
$142K - $144K
|
3.82K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-6.17K- 18.66% |
$354K - $360K
|
26.9K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-144K- 75.36% |
$8.27M - $8.43M
|
47.2K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.42% |
$172 - $175
|
214
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
428New |
$24.5K - $25K
|
428
$24.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98KNew |
$572K - $583K
|
9.98K
$581K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 5.59% |
$231K - $235K
|
67.9K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.25K- 14.09% |
$71.4K - $72.8K
|
7.6K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
83.9KNew |
$4.81M - $4.9M
|
83.9K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.98KNew |
$457K - $466K
|
7.98K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$71.8K - $73.1K
|
1.25K
$72.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.54KNew |
$203K - $207K
|
3.54K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.72KNew |
$213K - $217K
|
3.72K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-111- 31.01% |
$6.36K - $6.48K
|
247
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
521New |
$29.9K - $30.4K
|
521
$30.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.11K- 10.5% |
$121K - $123K
|
18K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.58K- 66.39% |
$205K - $209K
|
1.81K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.34KNew |
$249K - $253K
|
4.34K
$253K
|
|