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 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.49K- 1.18% |
$262K - $264K
|
376K
$22.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.04K- 16.99% |
$236K - $238K
|
19.8K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.1K+ 29.1% |
$765K - $773K
|
58.2K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
899+ 23.27% |
$52.4K - $53K
|
4.76K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
31.6K+ 141.81% |
$1.84M - $1.86M
|
53.9K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.14KNew |
$475K - $480K
|
8.14K
$478K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
83+ 0.81% |
$4.84K - $4.89K
|
10.4K
$610K
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.51K+ 2.0% |
$263K - $266K
|
230K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
690KNew |
$40.2M - $40.7M
|
690K
$40.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.15K- 9.99% |
$300K - $303K
|
46.4K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.04K+ 15.39% |
$119K - $120K
|
15.3K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-4.27K- 22.71% |
$249K - $252K
|
14.5K
$853K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 1.05% |
$991 - $1K
|
1.63K
$95.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-750- 13.33% |
$43.7K - $44.2K
|
4.88K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.97K+ 3.02% |
$406K - $411K
|
238K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.6K+ 2.69% |
$93.1K - $94.1K
|
60.9K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.6K- 0.85% |
$210K - $212K
|
419K
$24.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.25K+ 16.58% |
$73K - $73.7K
|
8.8K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 1.03% |
$1.34K - $1.36K
|
2.26K
$133K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.7KNew |
$798K - $806K
|
13.7K
$804K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.41K- 12.86% |
$82.1K - $82.9K
|
9.54K
$560K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.61K- 4.7% |
$210K - $213K
|
73.1K
$4.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58K+ 19.18% |
$92.1K - $93.1K
|
9.82K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.49K- 38.38% |
$145K - $147K
|
3.99K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66.3K+ 4.92% |
$3.87M - $3.91M
|
1.41M
$83M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
142KNew |
$8.27M - $8.36M
|
142K
$8.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 22.19% |
$1.19M - $1.2M
|
71.6K
$4.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-309K- 39.31% |
$18M - $18.2M
|
477K
$28M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
171+ 3.15% |
$9.97K - $10.1K
|
5.6K
$329K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.38K+ 1.18% |
$255K - $258K
|
375K
$22.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.8KNew |
$864K - $873K
|
14.8K
$870K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.2K- 15.04% |
$946K - $956K
|
91.6K
$5.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
356+ 11.67% |
$20.8K - $21K
|
3.41K
$200K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
40.6K+ 5.87% |
$2.37M - $2.39M
|
733K
$43.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-455- 0.92% |
$26.5K - $26.8K
|
49.1K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
107K+ 6.02% |
$6.22M - $6.29M
|
1.88M
$110M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-770- 16.2% |
$44.9K - $45.4K
|
3.98K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
839K+ 4174.04% |
$48.9M - $49.4M
|
859K
$50.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.12% |
$816 - $825
|
11.5K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.47KNew |
$494K - $499K
|
8.47K
$498K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.22KNew |
$421K - $426K
|
7.22K
$424K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-251- 7.75% |
$14.6K - $14.8K
|
2.99K
$175K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.26K+ 0.93% |
$248K - $251K
|
460K
$27M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
13.9K+ 6.75% |
$808K - $817K
|
219K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.25K+ 8.34% |
$72.6K - $73.4K
|
16.2K
$950K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
22.2KNew |
$1.29M - $1.31M
|
22.2K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.5K+ 56.93% |
$146K - $147K
|
6.89K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-571- 3.58% |
$33.3K - $33.7K
|
15.4K
$904K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.31K+ 17.03% |
$368K - $372K
|
43.4K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
54+ 1.27% |
$3.15K - $3.18K
|
4.32K
$254K
|