Latest Institutional Purchases of Vanguard (VGSH)
This list provides information on the latest institutional transactions involving Vanguard (VGSH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
239K+ 14.93% |
$13.9M - $14.1M
|
1.84M
$107M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
239K+ 3.33% |
$13.9M - $14.1M
|
7.41M
$432M
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
182K+ 405.45% |
$10.6M - $10.7M
|
227K
$13.2M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
99.2KNew |
$5.76M - $5.84M
|
99.2K
$5.78M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
95.6K+ 5.88% |
$5.55M - $5.63M
|
1.72M
$100M
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
94.4K+ 16.23% |
$5.48M - $5.56M
|
676K
$39.4M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.2KNew |
$3.78M - $3.84M
|
65.2K
$3.8M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
63K+ 128.36% |
$3.66M - $3.71M
|
112K
$6.53M
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
53.2KNew |
$3.09M - $3.13M
|
53.2K
$3.1M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.1K+ 18.74% |
$3.08M - $3.13M
|
337K
$19.6M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
51.3KNew |
$2.97M - $3.02M
|
51.3K
$2.99M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
48K+ 5.48% |
$2.78M - $2.82M
|
923K
$53.8M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
46.3K+ 2.44% |
$2.69M - $2.73M
|
1.95M
$113M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
44.6K+ 53.67% |
$2.59M - $2.63M
|
128K
$7.44M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.2K+ 6.63% |
$2.56M - $2.6M
|
710K
$41.4M
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
38.7K+ 38.4% |
$2.24M - $2.28M
|
139K
$8.12M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
33.3K+ 4.98% |
$1.93M - $1.96M
|
701K
$40.8M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
29.8KNew |
$1.73M - $1.75M
|
29.8K
$1.74M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
25.4KNew |
$1.47M - $1.49M
|
25.4K
$1.48M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
19.6K+ 5.79% |
$1.14M - $1.16M
|
359K
$20.9M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
18K+ 2.01% |
$1.05M - $1.06M
|
915K
$53.3M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
17K+ 12.53% |
$988K - $1M
|
153K
$8.91M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16K+ 135.9% |
$931K - $945K
|
27.9K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
14.7K+ 36.76% |
$851K - $864K
|
54.6K
$3.18M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
13.8K+ 3.14% |
$802K - $814K
|
453K
$26.4M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 238.79% |
$732K - $742K
|
17.9K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
10.1K+ 15.27% |
$588K - $597K
|
76.5K
$4.46M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10.1K+ 3.36% |
$585K - $593K
|
310K
$18.1M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.54K+ 24.57% |
$496K - $503K
|
43.3K
$2.52M
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
8.3KNew |
$481K - $488K
|
8.3K
$483K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.85K+ 83.09% |
$456K - $462K
|
17.3K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
7.34KNew |
$426K - $432K
|
7.34K
$428K
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
7.17K+ 8.42% |
$416K - $422K
|
92.4K
$5.38M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
6.08K+ 10.28% |
$353K - $358K
|
65.2K
$3.8M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.71K+ 5.34% |
$331K - $336K
|
113K
$6.57M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.12KNew |
$297K - $301K
|
5.12K
$298K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
5.08K+ 4.7% |
$295K - $299K
|
113K
$6.6M
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.58K+ 1.19% |
$266K - $270K
|
389K
$22.6M
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.09K+ 9.33% |
$237K - $241K
|
47.9K
$2.79M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.88KNew |
$225K - $229K
|
3.88K
$226K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.7KNew |
$215K - $218K
|
3.7K
$216K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 1.57% |
$186K - $189K
|
207K
$12.1M
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
3.14K+ 1.85% |
$182K - $185K
|
172K
$10M
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7KNew |
$157K - $159K
|
2.7K
$157K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.65K+ 2.95% |
$154K - $156K
|
92.5K
$5.39M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.59K+ 1.38% |
$150K - $152K
|
190K
$11.1M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.57K+ 8.56% |
$149K - $151K
|
32.5K
$1.9M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.52K+ 43.65% |
$146K - $148K
|
8.28K
$482K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.14K+ 35.24% |
$124K - $126K
|
8.19K
$477K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.94K+ 15.25% |
$113K - $114K
|
14.7K
$854K
|