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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
25+ 0.67% |
$1.45K - $1.47K
|
3.75K
$220K
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23+ 0.63% |
$1.34K - $1.35K
|
3.67K
$215K
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.28K - $1.29K
|
22
$1.29K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 1.05% |
$1.05K - $1.06K
|
1.74K
$102K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16+ 0.12% |
$929 - $939
|
13.6K
$801K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8New |
$465 - $470
|
8
$470
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$406 - $411
|
2.86K
$168K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.03% |
$348 - $352
|
22.6K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3New |
$174 - $176
|
3
$176
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.03% |
$116 - $117
|
6.83K
$401K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2New |
$116 - $117
|
2
$118
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.89% |
$116 - $117
|
226
$13.3K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$58.1 - $58.7
|
1
$58.8
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.91% |
$58.1 - $58.7
|
111
$6.52K
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$58.1 - $58.7
|
824
$48.4K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.45MNew |
$258M - $262M
|
4.45M
$261M
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
842K+ 21432.6% |
$48.9M - $49.6M
|
846K
$49.7M
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 12.5% |
$29M - $29.4M
|
4.5M
$264M
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
89.6KNew |
$5.2M - $5.27M
|
89.6K
$5.26M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
69KNew |
$4M - $4.06M
|
69K
$4.05M
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
65.2KNew |
$3.78M - $3.84M
|
65.2K
$3.83M
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
30.8K+ 3.63% |
$1.79M - $1.82M
|
881K
$51.8M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
25.4KNew |
$1.47M - $1.49M
|
25.4K
$1.49M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.37M - $1.39M
|
23.7K
$1.39M
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
23.2K+ 1171.92% |
$1.35M - $1.37M
|
25.2K
$1.48M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
22.1K+ 23.68% |
$1.28M - $1.3M
|
116K
$6.79M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.18M - $1.19M
|
20.3K
$1.19M
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
20.3K+ 4.28% |
$1.18M - $1.19M
|
493K
$29M
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
20.2KNew |
$1.17M - $1.19M
|
20.2K
$1.19M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
18.3K+ 23.16% |
$1.06M - $1.08M
|
97.4K
$5.72M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18.2K+ 267.49% |
$1.05M - $1.07M
|
25K
$1.47M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13K+ 58.38% |
$756K - $767K
|
35.4K
$2.08M
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
12.4K+ 78.91% |
$720K - $730K
|
28.1K
$1.65M
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.6K+ 18.12% |
$674K - $684K
|
75.7K
$4.45M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.76KNew |
$566K - $575K
|
9.76K
$573K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
9.17K+ 7.45% |
$532K - $540K
|
132K
$7.77M
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
8.58KNew |
$498K - $505K
|
8.58K
$504K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.82KNew |
$454K - $460K
|
7.82K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6.88K+ 68.11% |
$399K - $405K
|
17K
$998K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.48K+ 12.54% |
$376K - $382K
|
58.2K
$3.42M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.12KNew |
$355K - $360K
|
6.12K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.36K+ 8.68% |
$311K - $316K
|
67.2K
$3.95M
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
5.07KNew |
$294K - $298K
|
5.07K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.9K+ 51.77% |
$284K - $289K
|
14.4K
$844K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.47K+ 82.69% |
$259K - $263K
|
9.87K
$580K
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.41KNew |
$256K - $260K
|
4.41K
$259K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.21KNew |
$244K - $248K
|
4.21K
$247K
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4KNew |
$232K - $236K
|
4K
$235K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.97KNew |
$231K - $234K
|
3.97K
$233K
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
3.87KNew |
$224K - $228K
|
3.87K
$227K
|