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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.3KClosed |
$203K - $204K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Montgomery Investment Management Inc
|
SELL
|
- |
-3.7KClosed |
$227K - $228K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.84KClosed |
$174K - $175K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-5.65K- 71.1% |
$347K - $348K
|
2.3K
$135K
|
|
|
Jul 30, 2021
Q2 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1Closed |
$61.4 - $61.6
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.61KClosed |
$160K - $161K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9KNew |
$553K - $555K
|
9K
$527K
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$648K - $650K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-4KClosed |
$246K - $247K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-51Closed |
$3.13K - $3.14K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Founders Capital Management
|
BUY
|
- |
122New |
$7.49K - $7.52K
|
122
$7.15K
|
|
|
Jul 15, 2021
Q2 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
875New |
$53.7K - $53.9K
|
875
$51.3K
|
|
|
Jul 14, 2021
Q2 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.25KClosed |
$199K - $200K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8.03KClosed |
$493K - $495K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
SELL
|
- |
-7.05KClosed |
$433K - $434K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.5KClosed |
$277K - $277K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.9K- 52.46% |
$301K - $302K
|
4.44K
$260K
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-644Closed |
$39.6K - $39.7K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-80KClosed |
$4.92M - $4.93M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.84KClosed |
$113K - $113K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-7.51KClosed |
$462K - $463K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.42KClosed |
$149K - $149K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-226Closed |
$13.9K - $13.9K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-600Closed |
$36.9K - $37K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-126KClosed |
$7.76M - $7.78M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-683Closed |
$42K - $42.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
16.2KNew |
$994K - $996K
|
16.2K
$947K
|
|
|
May 04, 2021
Q1 2021
|
Montis Financial, LLC
|
SELL
|
- |
-4.75KClosed |
$292K - $293K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-22KClosed |
$1.35M - $1.36M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-186Closed |
$11.4K - $11.5K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4KClosed |
$246K - $247K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Seneca House Advisors
|
SELL
|
- |
-3.59KClosed |
$221K - $221K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.66KClosed |
$225K - $226K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-537Closed |
$33K - $33.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-165- 0.57% |
$10.2K - $10.2K
|
28.6K
$1.68M
|
|
|
Jan 13, 2023
Q4 2020
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
97+ 1.5% |
$5.98K - $6.02K
|
6.56K
$384K
|
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.56KClosed |
$219K - $221K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Suncoast Equity Management
|
BUY
|
- |
4.9KNew |
$302K - $304K
|
4.9K
$287K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
10.7KNew |
$659K - $663K
|
10.7K
$627K
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-140Closed |
$8.62K - $8.69K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-11KClosed |
$678K - $683K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
724+ 181.0% |
$44.6K - $44.9K
|
1.12K
$65.9K
|
|
|
Feb 02, 2021
Q4 2020
|
Empirical Finance, LLC
|
SELL
|
- |
-26.2KClosed |
$1.61M - $1.62M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.12KClosed |
$316K - $318K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$656K - $661K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
20KNew |
$1.23M - $1.24M
|
20K
$1.17M
|
|
|
Jan 26, 2021
Q4 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-12.7KClosed |
$782K - $788K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.79KClosed |
$234K - $235K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Feb 24, 2021
Q3 2020
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18+ 0.25% |
$1.12K - $1.12K
|
7.35K
$431K
|
|
|
Feb 17, 2021
Q3 2020
|
Reliant Wealth Planning
|
SELL
|
- |
-280KClosed |
$17.4M - $17.4M
|
0
$0
|
|