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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.39M+ 2004.18% |
$80.8M - $81.7M
|
1.46M
$85.9M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
22K+ 8.25% |
$1.28M - $1.29M
|
288K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
658+ 5.57% |
$38.2K - $38.6K
|
12.5K
$732K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.15K- 8.03% |
$299K - $302K
|
59K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.67K+ 39.95% |
$503K - $509K
|
30.4K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 8.84% |
$64.1K - $64.8K
|
11.4K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.69K+ 8.82% |
$331K - $334K
|
70.3K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.7K+ 14.27% |
$1.09M - $1.1M
|
150K
$8.81M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 16.97% |
$232K - $234K
|
19.5K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
328K+ 14.1% |
$19M - $19.2M
|
2.65M
$156M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-4.72K- 6.07% |
$274K - $277K
|
73K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43.9K- 36.14% |
$2.55M - $2.58M
|
77.6K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
42.9K+ 2.43% |
$2.49M - $2.52M
|
1.81M
$106M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
430K+ 7.36% |
$24.9M - $25.2M
|
6.27M
$368M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-200K- 93.27% |
$11.6M - $11.7M
|
14.4K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-5.19K- 11.73% |
$302K - $305K
|
39.1K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
115New |
$6.68K - $6.75K
|
115
$6.76K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.63K+ 25.35% |
$153K - $154K
|
13K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
10.3K+ 26.17% |
$598K - $605K
|
49.7K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.03% |
$116 - $117
|
6.83K
$401K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.9K+ 26.64% |
$1.5M - $1.52M
|
123K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-240- 36.7% |
$13.9K - $14.1K
|
414
$24.3K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-511- 20.09% |
$29.7K - $30K
|
2.03K
$119K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.07K- 11.76% |
$62.1K - $62.7K
|
8.02K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.03K+ 4.13% |
$176K - $178K
|
76.5K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-17.5K- 13.65% |
$1.02M - $1.03M
|
111K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.47K+ 42.99% |
$259K - $262K
|
14.9K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.08K+ 27.28% |
$237K - $240K
|
19.1K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-160- 66.12% |
$9.29K - $9.39K
|
82
$4.82K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-23K- 16.28% |
$1.34M - $1.35M
|
119K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.54KNew |
$89.5K - $90.4K
|
1.54K
$90.5K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
296+ 0.5% |
$17.2K - $17.4K
|
60K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.89M+ 15.65% |
$342M - $345M
|
43.5M
$2.56B
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
56.8K+ 591.96% |
$3.3M - $3.33M
|
66.4K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
131K+ 20.26% |
$7.58M - $7.66M
|
775K
$45.5M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-726- 6.03% |
$42.2K - $42.6K
|
11.3K
$665K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.06K- 56.05% |
$178K - $180K
|
2.4K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-17.2K- 49.99% |
$1M - $1.01M
|
17.3K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.08K+ 0.99% |
$295K - $298K
|
520K
$30.6M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.4K- 4.25% |
$81.4K - $82.3K
|
31.6K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
229+ 7.28% |
$13.3K - $13.4K
|
3.38K
$198K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.5K+ 1584.51% |
$261K - $264K
|
4.78K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.87K- 0.92% |
$399K - $403K
|
744K
$43.7M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
76K+ 42.84% |
$4.42M - $4.46M
|
254K
$14.9M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$1.86K - $1.88K
|
32
$1.88K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-346K- 92.29% |
$20.1M - $20.3M
|
28.9K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12K- 33.25% |
$699K - $706K
|
24.2K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.3K+ 6.39% |
$75.5K - $76.3K
|
21.7K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-5.17K- 12.32% |
$300K - $304K
|
36.8K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.56K- 4.8% |
$206K - $209K
|
70.5K
$4.14M
|