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 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66.6K+ 14.89% |
$3.88M - $3.93M
|
514K
$30.2M
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 8.99% |
$92.2K - $93.2K
|
16K
$940K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.59K+ 7.17% |
$92.5K - $93.5K
|
23.7K
$1.39M
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
76+ 1.04% |
$4.43K - $4.48K
|
7.36K
$432K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 1.09% |
$7.29K - $7.37K
|
11.6K
$679K
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.69KNew |
$274K - $277K
|
4.69K
$276K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-532- 6.66% |
$31K - $31.4K
|
7.46K
$438K
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.1K+ 1.14% |
$123K - $124K
|
186K
$10.9M
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.91K+ 22.89% |
$461K - $466K
|
42.5K
$2.49M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.39K+ 74.11% |
$314K - $318K
|
12.7K
$744K
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-745- 8.84% |
$43.4K - $43.9K
|
7.68K
$451K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.1K- 5.5% |
$586K - $593K
|
173K
$10.2M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 7.7% |
$221K - $224K
|
45.5K
$2.67M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10K- 16.22% |
$583K - $590K
|
51.7K
$3.04M
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.71K+ 1.74% |
$216K - $219K
|
217K
$12.8M
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-12.6K- 17.49% |
$735K - $743K
|
59.5K
$3.49M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-7.13K- 8.36% |
$416K - $420K
|
78.1K
$4.59M
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.54K+ 76.13% |
$207K - $209K
|
8.2K
$482K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.6KNew |
$738K - $746K
|
12.6K
$743K
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.28K- 21.71% |
$74.4K - $75.2K
|
4.6K
$270K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.49% |
$875 - $884
|
3.04K
$178K
|
|
Q1 2025 | |||||||
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
137+ 1.58% |
$7.96K - $8.04K
|
8.83K
$518K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
55.2K+ 51.69% |
$3.21M - $3.24M
|
162K
$9.52M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.9K+ 7.36% |
$751K - $759K
|
189K
$11.1M
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-17.5K- 31.12% |
$1.02M - $1.03M
|
38.7K
$2.28M
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
15.3KNew |
$886K - $896K
|
15.3K
$897K
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
15K+ 99746.67% |
$869K - $878K
|
15K
$880K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.09K+ 6.18% |
$179K - $181K
|
53.1K
$3.12M
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-199- 4.86% |
$11.6K - $11.7K
|
3.9K
$229K
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
4.4KNew |
$256K - $258K
|
4.4K
$259K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.63K- 24.92% |
$94.9K - $95.9K
|
4.92K
$289K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 2.17% |
$67.9K - $68.7K
|
55K
$3.23M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
615K+ 93.12% |
$35.7M - $36.1M
|
1.28M
$75M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.65K+ 5.52% |
$502K - $507K
|
165K
$9.7M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.86K+ 5.21% |
$224K - $227K
|
78K
$4.58M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.9K+ 82.46% |
$2.32M - $2.34M
|
88.3K
$5.19M
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
21.4K+ 1.84% |
$1.24M - $1.25M
|
1.18M
$69.3M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.55K- 26.91% |
$264K - $267K
|
12.4K
$726K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51.8K+ 51771.0% |
$3.01M - $3.04M
|
51.9K
$3.05M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 28.81% |
$146K - $148K
|
11.3K
$661K
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
45+ 0.06% |
$2.61K - $2.64K
|
76.6K
$4.5M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-16.4K- 24.56% |
$954K - $964K
|
50.4K
$2.96M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$1.5M - $1.51M
|
25.8K
$1.51M
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
BUY
|
- |
67.8K+ 376.26% |
$3.94M - $3.98M
|
85.9K
$5.05M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.93K- 8.54% |
$170K - $172K
|
31.4K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.4K+ 29.07% |
$661K - $668K
|
50.5K
$2.97M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11K- 28.02% |
$638K - $644K
|
28.2K
$1.66M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.35K+ 3.61% |
$252K - $255K
|
125K
$7.34M
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
433+ 2.49% |
$25.1K - $25.4K
|
17.8K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
14.4K+ 5.72% |
$836K - $845K
|
266K
$15.6M
|