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 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-979- 14.96% |
$57.1K - $58.1K
|
5.57K
$324K
|
|
|
Jul 08, 2022
Q2 2022
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-68.8K- 3.92% |
$4.01M - $4.08M
|
1.68M
$98M
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
60.7KNew |
$3.54M - $3.6M
|
60.7K
$3.53M
|
|
| Q1 2022 | |||||||
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-3.45KClosed |
$204K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-155Closed |
$9.17K - $9.42K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-141Closed |
$8.35K - $8.57K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
87New |
$5.15K - $5.29K
|
87
$5.06K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-60Closed |
$3.55K - $3.65K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-32KClosed |
$1.89M - $1.94M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-61.1KClosed |
$3.61M - $3.71M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.08KClosed |
$241K - $248K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-6.05KClosed |
$358K - $368K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$296 - $304
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.62KClosed |
$274K - $281K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-4.99KClosed |
$295K - $303K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-6.69KClosed |
$396K - $407K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.51KClosed |
$445K - $457K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-53Closed |
$3.14K - $3.22K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Trustees Of The Smith College
|
BUY
|
- |
1.46MNew |
$86.2M - $88.5M
|
1.46M
$84.7M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.54KClosed |
$209K - $215K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
45KNew |
$2.66M - $2.74M
|
45K
$2.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-6.13KClosed |
$363K - $373K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25K+ 52.7% |
$1.48M - $1.52M
|
72.4K
$4.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-76.5K- 99.03% |
$4.53M - $4.65M
|
746
$43.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3.84KClosed |
$227K - $234K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.35KClosed |
$317K - $325K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.78KClosed |
$342K - $351K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.58KClosed |
$93.2K - $95.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-21.7KClosed |
$1.28M - $1.32M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-57Closed |
$3.37K - $3.47K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-50Closed |
$2.96K - $3.04K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-4K- 32.48% |
$237K - $243K
|
8.32K
$484K
|
|
|
Apr 21, 2022
Q1 2022
|
Wind River Trust CO
|
SELL
|
- |
-43.7KClosed |
$2.59M - $2.66M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-85.7KClosed |
$5.07M - $5.21M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-8.51KClosed |
$504K - $518K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-14.6KClosed |
$865K - $888K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-84Closed |
$4.97K - $5.11K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
6.6KNew |
$390K - $401K
|
6.6K
$384K
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.49KClosed |
$325K - $334K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-730KClosed |
$43.2M - $44.3M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
18New |
$1.09K - $1.11K
|
18
$1.05K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.83KNew |
$293K - $296K
|
4.83K
$281K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
10.7KNew |
$650K - $657K
|
10.7K
$622K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-62Closed |
$3.77K - $3.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.27KClosed |
$503K - $508K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.51KClosed |
$213K - $216K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-18.3KClosed |
$1.11M - $1.12M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-5.24KClosed |
$319K - $322K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
310New |
$18.8K - $19K
|
310
$18K
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.49KNew |
$212K - $214K
|
3.49K
$203K
|
|