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 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
49+ 1.15% |
$2.86K - $2.89K
|
4.3K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.87K- 26.76% |
$109K - $110K
|
5.13K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
413+ 1.69% |
$24.1K - $24.3K
|
24.8K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.9K- 10.36% |
$519K - $524K
|
77K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
124K+ 6.1% |
$7.2M - $7.28M
|
2.15M
$126M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71+ 1.04% |
$4.14K - $4.19K
|
6.91K
$406K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-111K- 33.56% |
$6.49M - $6.56M
|
220K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 8.51% |
$108K - $109K
|
19.9K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
143K+ 47.82% |
$8.33M - $8.42M
|
441K
$25.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.23K+ 43.06% |
$130K - $132K
|
7.42K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$875 - $884
|
15
$881
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
10.6K+ 77.63% |
$617K - $623K
|
24.2K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
127+ 1.02% |
$7.41K - $7.49K
|
12.6K
$739K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-441- 11.36% |
$25.7K - $26K
|
3.44K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 10.14% |
$4.37K - $4.42K
|
815
$47.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
1K+ 14.29% |
$58.3K - $59K
|
8K
$470K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-261- 6.75% |
$15.2K - $15.4K
|
3.6K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-239- 4.16% |
$13.9K - $14.1K
|
5.5K
$323K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
692+ 6.66% |
$40.4K - $40.8K
|
11.1K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.1K+ 19.76% |
$414K - $418K
|
43K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.38K- 2.4% |
$372K - $376K
|
259K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.88K- 5.69% |
$343K - $346K
|
97.3K
$5.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253K- 72.58% |
$14.8M - $14.9M
|
95.6K
$5.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-62.7K- 80.89% |
$3.66M - $3.7M
|
14.8K
$871K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$58.3 - $59
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
16.2K+ 1.92% |
$946K - $956K
|
861K
$50.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.68K+ 29.69% |
$97.9K - $99K
|
7.33K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
590+ 4.36% |
$34.4K - $34.8K
|
14.1K
$830K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
852+ 20.05% |
$49.7K - $50.2K
|
5.1K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.31K+ 9.71% |
$135K - $136K
|
26.1K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-325- 4.23% |
$19K - $19.2K
|
7.36K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.11KNew |
$182K - $184K
|
3.11K
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 4.37% |
$194K - $196K
|
79.4K
$4.67M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
6.26K+ 62.27% |
$365K - $369K
|
16.3K
$958K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-10- 0.13% |
$583 - $590
|
7.52K
$442K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-418- 1.75% |
$24.4K - $24.6K
|
23.5K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
8.6K+ 1.93% |
$502K - $507K
|
455K
$26.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-974- 4.55% |
$56.8K - $57.4K
|
20.4K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.11K+ 1.33% |
$64.6K - $65.3K
|
84.3K
$4.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
29.8K+ 4.12% |
$1.74M - $1.75M
|
752K
$44.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.91K- 16.1% |
$286K - $290K
|
25.6K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
79+ 0.81% |
$4.61K - $4.66K
|
9.86K
$579K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.53K+ 10.51% |
$264K - $267K
|
47.6K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-8.48K- 29.97% |
$494K - $500K
|
19.8K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.2K- 3.42% |
$1.47M - $1.49M
|
711K
$41.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-40- 0.57% |
$2.33K - $2.36K
|
7.02K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.06K+ 19.74% |
$61.5K - $62.2K
|
6.4K
$376K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13.4K- 96.67% |
$780K - $788K
|
460
$27K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.4K+ 62.43% |
$783K - $791K
|
34.9K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-154- 1.28% |
$8.98K - $9.08K
|
11.9K
$700K
|