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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
7.71K+ 119.84% |
$443K - $447K
|
14.1K
$823K
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6.65KNew |
$382K - $385K
|
6.65K
$387K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.63KNew |
$381K - $384K
|
6.63K
$385K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
5.87KNew |
$337K - $340K
|
5.87K
$341K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.07KNew |
$291K - $293K
|
5.07K
$295K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.67K+ 21.8% |
$268K - $270K
|
26.1K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
3.9K+ 1.28% |
$224K - $226K
|
309K
$17.9M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.87KNew |
$223K - $224K
|
3.87K
$225K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$212K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.64KNew |
$209K - $211K
|
3.64K
$212K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.5KNew |
$201K - $203K
|
3.5K
$204K
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.95KNew |
$170K - $171K
|
2.95K
$172K
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 1.93% |
$117K - $118K
|
108K
$6.25M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$109K - $109K
|
1.89K
$110K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.83KNew |
$105K - $106K
|
1.83K
$106K
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.77K+ 8.28% |
$101K - $102K
|
23.1K
$1.34M
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 2551.61% |
$90.9K - $91.6K
|
1.64K
$95.6K
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.57KNew |
$90.5K - $91.2K
|
1.57K
$91.5K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
443+ 105.48% |
$25.5K - $25.7K
|
863
$50.2K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
400+ 80.0% |
$23K - $23.2K
|
900
$52.3K
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
400+ 10.8% |
$23K - $23.2K
|
4.1K
$239K
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
341New |
$19.6K - $19.7K
|
341
$19.8K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
171New |
$9.83K - $9.9K
|
171
$9.94K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
140+ 16.47% |
$8.05K - $8.11K
|
990
$57.6K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
115+ 3.19% |
$6.61K - $6.66K
|
3.72K
$217K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
94New |
$5.4K - $5.44K
|
94
$5.47K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$4.37K - $4.4K
|
76
$4.42K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
41+ 0.75% |
$2.36K - $2.37K
|
5.49K
$319K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32New |
$1.84K - $1.85K
|
32
$1.86K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16New |
$920 - $927
|
16
$930
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
188KNew |
$10.8M - $11M
|
188K
$10.9M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
165KNew |
$9.52M - $9.68M
|
165K
$9.59M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
88.6KNew |
$5.11M - $5.2M
|
88.6K
$5.15M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
74.6KNew |
$4.31M - $4.38M
|
74.6K
$4.34M
|
|
Aug 09, 2023
Q2 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
53.5K+ 38.84% |
$3.09M - $3.14M
|
191K
$11.1M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46.8KNew |
$2.7M - $2.75M
|
46.8K
$2.72M
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
24.8K+ 8.62% |
$1.43M - $1.45M
|
312K
$18.2M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21.3KNew |
$1.23M - $1.25M
|
21.3K
$1.24M
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
18.1KNew |
$1.04M - $1.06M
|
18.1K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
11.7K+ 9.05% |
$674K - $686K
|
141K
$8.18M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.2KNew |
$588K - $598K
|
10.2K
$593K
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
10KNew |
$577K - $587K
|
10K
$582K
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.49KNew |
$490K - $498K
|
8.49K
$494K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.19K+ 495.52% |
$415K - $422K
|
8.64K
$502K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.87KNew |
$339K - $344K
|
5.87K
$341K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.67KNew |
$270K - $274K
|
4.67K
$272K
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.5KNew |
$260K - $264K
|
4.5K
$262K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
4.43KNew |
$255K - $260K
|
4.43K
$257K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.17KNew |
$240K - $245K
|
4.17K
$242K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.59KNew |
$207K - $211K
|
3.59K
$209K
|