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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
858+ 5.99% |
$49.2K - $50.1K
|
15.2K
$884K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 4.97% |
$14.3K - $14.6K
|
4.78K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
17.4KNew |
$996K - $1.01M
|
17.4K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-72- 1.1% |
$4.13K - $4.21K
|
6.47K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.16% |
$186K - $190K
|
6.26K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-6.43K- 40.71% |
$369K - $376K
|
9.36K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.23KNew |
$70.7K - $72K
|
1.23K
$71.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32K- 28.87% |
$190K - $194K
|
8.18K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.57K+ 12.45% |
$148K - $150K
|
23.2K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2- 0.03% |
$115 - $117
|
6.27K
$365K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.87KNew |
$394K - $401K
|
6.87K
$400K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-921K- 99.33% |
$52.8M - $53.8M
|
6.22K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-549- 7.36% |
$31.5K - $32.1K
|
6.91K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-155K- 80.06% |
$8.89M - $9.05M
|
38.6K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 20.94% |
$68.8K - $70.1K
|
4.53K
$264K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
176+ 606.9% |
$10.1K - $10.3K
|
205
$11.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-384- 60.09% |
$22K - $22.4K
|
255
$14.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.75KNew |
$215K - $219K
|
3.75K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-223K- 50.56% |
$12.8M - $13.1M
|
219K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
157New |
$9K - $9.17K
|
157
$9.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.04K- 14.63% |
$117K - $119K
|
11.9K
$691K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.02K+ 34856.52% |
$460K - $468K
|
8.04K
$468K
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
654+ 13.72% |
$37.5K - $38.2K
|
5.42K
$316K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-260- 2.66% |
$14.9K - $15.2K
|
9.5K
$553K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 18.45% |
$301K - $306K
|
23.2K
$1.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
38.7K+ 12.34% |
$2.22M - $2.26M
|
352K
$20.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-101- 2.46% |
$5.79K - $5.9K
|
4.01K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
243+ 6075.0% |
$13.9K - $14.2K
|
247
$14.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.1KNew |
$979K - $998K
|
17.1K
$994K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
11.4K+ 274.69% |
$652K - $664K
|
15.5K
$903K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
259New |
$14.9K - $15.1K
|
259
$15.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
49.8KNew |
$2.86M - $2.91M
|
49.8K
$2.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-17.1K- 79.88% |
$983K - $1M
|
4.32K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.46KNew |
$198K - $202K
|
3.46K
$201K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-137- 14.56% |
$7.86K - $8K
|
804
$46.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
8.8K+ 5.0% |
$504K - $514K
|
185K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
29+ 0.81% |
$1.66K - $1.69K
|
3.61K
$210K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.5K- 99.48% |
$143K - $146K
|
13
$757
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 54.6% |
$5.1K - $5.2K
|
74
$4.31K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-151- 1.92% |
$8.66K - $8.82K
|
7.7K
$448K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-42- 56.0% |
$2.41K - $2.45K
|
33
$1.92K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-32.6K- 6.31% |
$1.87M - $1.91M
|
484K
$28.2M
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-439- 87.98% |
$25.2K - $25.4K
|
60
$3.49K
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.91MNew |
$110M - $111M
|
1.91M
$111M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.7KNew |
$671K - $676K
|
11.7K
$680K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32New |
$1.84K - $1.85K
|
32
$1.86K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-346K- 98.93% |
$19.9M - $20.1M
|
3.74K
$218K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.5KNew |
$201K - $203K
|
3.5K
$204K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$212K
|
|