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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-400Closed |
$23.1K - $23.6K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
17.8K+ 68.13% |
$1.03M - $1.05M
|
43.9K
$2.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.75KClosed |
$390K - $399K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-198K- 60.31% |
$11.4M - $11.7M
|
130K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.3% |
$173 - $177
|
999
$58.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-97.5K- 37.5% |
$5.62M - $5.76M
|
163K
$9.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
29.6K+ 101.33% |
$1.71M - $1.75M
|
58.8K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-6K- 20.0% |
$346K - $354K
|
24K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
9.19KNew |
$530K - $543K
|
9.19K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 100.0% |
$599K - $613K
|
20.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
13.7K+ 83.03% |
$790K - $809K
|
30.2K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
28+ 0.28% |
$1.61K - $1.65K
|
9.95K
$583K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-254- 3.08% |
$14.6K - $15K
|
8.01K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-538- 77.08% |
$31K - $31.8K
|
160
$9.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-164K- 97.14% |
$9.44M - $9.67M
|
4.83K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.98K- 14.66% |
$114K - $117K
|
11.5K
$677K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2K- 8.95% |
$644K - $659K
|
114K
$6.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.09KNew |
$236K - $242K
|
4.09K
$240K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
383New |
$22.1K - $22.6K
|
383
$22.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$288 - $295
|
1.83K
$107K
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-745K- 99.91% |
$42.9M - $44M
|
700
$41K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-109K- 95.64% |
$6.31M - $6.47M
|
5K
$293K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-697- 16.21% |
$40.2K - $41.2K
|
3.6K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
857New |
$49.4K - $50.6K
|
857
$50.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
3.25K+ 26.72% |
$187K - $192K
|
15.4K
$903K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-123- 1.36% |
$7.09K - $7.27K
|
8.93K
$523K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
224KNew |
$12.9M - $13.2M
|
224K
$13.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
150+ 3.98% |
$8.65K - $8.86K
|
3.92K
$230K
|
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
13.5KNew |
$779K - $798K
|
13.5K
$791K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.27KNew |
$131K - $134K
|
2.27K
$133K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
16.4KNew |
$946K - $969K
|
16.4K
$961K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-398- 3.94% |
$23K - $23.5K
|
9.7K
$568K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
28.2KNew |
$1.63M - $1.67M
|
28.2K
$1.65M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.01K- 66.69% |
$347K - $355K
|
3K
$176K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
400New |
$23.1K - $23.6K
|
400
$23.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
4.65KNew |
$268K - $275K
|
4.65K
$273K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
185K+ 633.63% |
$10.7M - $10.9M
|
214K
$12.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-21.6K- 5.75% |
$1.25M - $1.28M
|
355K
$20.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-205- 0.95% |
$11.8K - $12.1K
|
21.4K
$1.25M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$461 - $473
|
8
$469
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
362KNew |
$20.9M - $21.4M
|
362K
$21.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.11KNew |
$410K - $420K
|
7.11K
$416K
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
5.55KNew |
$320K - $328K
|
5.55K
$325K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.28KNew |
$73.5K - $75.3K
|
1.28K
$74.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.61K- 21.41% |
$151K - $154K
|
9.6K
$562K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-1K- 5.13% |
$57.7K - $59.1K
|
18.5K
$1.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
7.3KNew |
$421K - $431K
|
7.3K
$428K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.41K- 96.45% |
$81.4K - $83.4K
|
52
$3.05K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.98K+ 46.51% |
$172K - $176K
|
9.4K
$551K
|