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, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13+ 0.14% |
$758 - $766
|
9.27K
$545K
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3.76K+ 2.04% |
$219K - $221K
|
188K
$11.1M
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
145+ 0.77% |
$8.46K - $8.55K
|
18.9K
$1.11M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 15.79% |
$1.87M - $1.89M
|
236K
$13.8M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
783+ 10.79% |
$45.7K - $46.2K
|
8.04K
$472K
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
39.9K+ 18.04% |
$2.32M - $2.35M
|
261K
$15.3M
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$224K - $226K
|
3.84K
$225K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25.7K+ 13.58% |
$1.5M - $1.52M
|
215K
$12.6M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.87K+ 189.45% |
$517K - $523K
|
13.6K
$796K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.57K+ 11.2% |
$208K - $210K
|
35.4K
$2.08M
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.5K+ 15.87% |
$87.7K - $88.6K
|
11K
$645K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.5K+ 49.37% |
$961K - $971K
|
49.8K
$2.93M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.4K- 9.01% |
$2.94M - $2.97M
|
508K
$29.9M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.3K+ 22.4% |
$75.6K - $76.5K
|
7.09K
$416K
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.96K+ 1.23% |
$114K - $115K
|
162K
$9.5M
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.08% |
$126K - $128K
|
203K
$11.9M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.32K- 32.82% |
$310K - $314K
|
10.9K
$640K
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
216+ 5.95% |
$12.6K - $12.7K
|
3.85K
$226K
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.98K- 31.9% |
$116K - $117K
|
4.24K
$249K
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.63K- 3.39% |
$503K - $508K
|
245K
$14.4M
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.33K+ 2.93% |
$136K - $137K
|
81.9K
$4.81M
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-235K- 3.12% |
$13.7M - $13.9M
|
7.3M
$429M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 12.99% |
$7.12K - $7.19K
|
817
$48K
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
115K+ 65.61% |
$6.71M - $6.78M
|
290K
$17.1M
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.52KNew |
$147K - $149K
|
2.52K
$148K
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-475- 4.39% |
$27.7K - $28K
|
10.4K
$608K
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
617New |
$36K - $36.4K
|
617
$36.2K
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
177KNew |
$10.3M - $10.4M
|
177K
$10.4M
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
225+ 1.58% |
$13.1K - $13.3K
|
14.5K
$851K
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-46.9K- 86.08% |
$2.74M - $2.77M
|
7.59K
$446K
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.38K+ 3.81% |
$80.2K - $81.1K
|
37.5K
$2.2M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.62K- 4.13% |
$153K - $155K
|
60.9K
$3.58M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
478+ 0.62% |
$27.9K - $28.2K
|
77.7K
$4.57M
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.39K+ 8.01% |
$80.8K - $81.7K
|
18.7K
$1.1M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
11.9K+ 3.39% |
$692K - $700K
|
362K
$21.3M
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-139- 1.12% |
$8.11K - $8.19K
|
12.3K
$721K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.89K+ 23.43% |
$227K - $229K
|
20.5K
$1.2M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.64KNew |
$445K - $450K
|
7.64K
$449K
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.72K+ 1.4% |
$100K - $101K
|
124K
$7.31M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.25K- 16.06% |
$73.1K - $73.9K
|
6.55K
$385K
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
8.61KNew |
$502K - $508K
|
8.61K
$506K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.13KNew |
$241K - $244K
|
4.13K
$243K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17.1K- 13.71% |
$999K - $1.01M
|
108K
$6.33M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14K+ 95.76% |
$816K - $824K
|
28.6K
$1.68M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.56K+ 1.48% |
$149K - $151K
|
175K
$10.3M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
25.4K+ 2.67% |
$1.48M - $1.49M
|
975K
$57.3M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
442+ 3.7% |
$25.8K - $26.1K
|
12.4K
$727K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.73K+ 19.7% |
$101K - $102K
|
10.5K
$616K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.35K- 7.42% |
$253K - $256K
|
54.2K
$3.19M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$175 - $177
|
778
$45.7K
|