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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
502New |
$29K - $29.7K
|
502
$29.4K
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-165- 3.09% |
$9.53K - $9.76K
|
5.17K
$303K
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.81K- 55.88% |
$277K - $284K
|
3.79K
$222K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
282+ 23.86% |
$16.3K - $16.7K
|
1.46K
$85.8K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 8.33% |
$137K - $141K
|
30.9K
$1.81M
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
BUY
|
- |
49+ 0.1% |
$2.83K - $2.9K
|
50.3K
$2.95M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18New |
$1.04K - $1.06K
|
18
$1.05K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
22.1K+ 5472.21% |
$1.27M - $1.3M
|
22.5K
$1.32M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.2K- 38.19% |
$242K - $248K
|
6.79K
$398K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
758New |
$43.8K - $44.8K
|
758
$44.4K
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
5.89K+ 98233.33% |
$340K - $349K
|
5.9K
$346K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-600- 2.6% |
$34.6K - $35.5K
|
22.5K
$1.32M
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
220+ 36.67% |
$12.7K - $13K
|
820
$48.1K
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-742- 14.89% |
$42.8K - $43.9K
|
4.24K
$249K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-464Closed |
$26.8K - $27.4K
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
102New |
$5.89K - $6.03K
|
102
$5.98K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-545- 4.13% |
$31.5K - $32.2K
|
12.7K
$742K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.26KNew |
$246K - $252K
|
4.26K
$250K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 0.78% |
$173 - $177
|
381
$22.3K
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.32K- 26.99% |
$76K - $77.9K
|
3.56K
$209K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
5.24KNew |
$302K - $310K
|
5.24K
$307K
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-9.05K- 71.13% |
$523K - $535K
|
3.67K
$215K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
67New |
$3.87K - $3.96K
|
67
$3.93K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46K- 15.71% |
$2.65M - $2.72M
|
247K
$14.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
272K+ 17.51% |
$15.7M - $16.1M
|
1.83M
$107M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-6- 12.77% |
$346 - $355
|
41
$2.4K
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.6KNew |
$208K - $213K
|
3.6K
$211K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55New |
$3.18K - $3.25K
|
55
$3.22K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-8.26K- 62.18% |
$477K - $488K
|
5.02K
$294K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.18K+ 20.87% |
$414K - $424K
|
41.6K
$2.44M
|
|
Oct 15, 2024
Q3 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
2.08K+ 18.22% |
$120K - $123K
|
13.5K
$791K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 32.49% |
$155K - $159K
|
5.59K
$328K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
725New |
$41.9K - $42.9K
|
725
$42.5K
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
13.4KNew |
$772K - $790K
|
13.4K
$783K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-591- 10.05% |
$34.1K - $34.9K
|
5.29K
$310K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
25+ 3.47% |
$1.44K - $1.48K
|
746
$43.7K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
395New |
$22.8K - $23.4K
|
395
$23.2K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
26.6KNew |
$1.53M - $1.57M
|
26.6K
$1.56M
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
3.64KNew |
$210K - $215K
|
3.64K
$214K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
404+ 7.34% |
$23.3K - $23.9K
|
5.91K
$346K
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
10+ 1.08% |
$577 - $591
|
937
$54.9K
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.39KNew |
$196K - $200K
|
3.39K
$199K
|
|
Q2 2024 | |||||||
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.11K- 5.04% |
$63.9K - $64.4K
|
20.9K
$1.23M
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
66.4KNew |
$3.82M - $3.85M
|
66.4K
$3.89M
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-227- 43.4% |
$13.1K - $13.2K
|
296
$17.3K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.8K- 17.24% |
$104K - $104K
|
8.64K
$506K
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
18.7KNew |
$1.08M - $1.08M
|
18.7K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.25K- 98.47% |
$130K - $131K
|
35
$2.05K
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.48K+ 7.87% |
$258K - $260K
|
61.4K
$3.6M
|
|
Aug 14, 2024
Q2 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-351- 1.37% |
$20.2K - $20.4K
|
25.4K
$1.49M
|