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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.43K+ 3.75% |
$198K - $202K
|
95K
$5.52M
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.65KNew |
$153K - $156K
|
2.65K
$154K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 6.82% |
$136K - $138K
|
36.8K
$2.14M
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.81K+ 8.19% |
$104K - $106K
|
23.9K
$1.39M
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.8K+ 30.69% |
$104K - $106K
|
7.67K
$446K
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.21K+ 6.66% |
$69.7K - $70.9K
|
19.4K
$1.13M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
857New |
$49.5K - $50.3K
|
857
$49.8K
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
701+ 124.96% |
$40.5K - $41.1K
|
1.26K
$73.4K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
632New |
$36.5K - $37.1K
|
632
$36.8K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
535+ 7.72% |
$30.9K - $31.4K
|
7.46K
$434K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 20.0% |
$28.9K - $29.3K
|
3K
$174K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
331+ 0.75% |
$19.1K - $19.4K
|
44.2K
$2.57M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
315New |
$18.2K - $18.5K
|
315
$18.3K
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
301New |
$17.4K - $17.7K
|
301
$17.5K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
132New |
$7.62K - $7.75K
|
132
$7.68K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130New |
$7.5K - $7.63K
|
130
$7.56K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$5.77K - $5.87K
|
100
$5.82K
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.39% |
$808 - $822
|
3.59K
$209K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.76% |
$404 - $411
|
926
$53.8K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.99% |
$289 - $293
|
512
$29.8K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5New |
$289 - $293
|
5
$291
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54.8KNew |
$3.14M - $3.22M
|
54.8K
$3.19M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.1KNew |
$1.38M - $1.42M
|
24.1K
$1.4M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
23.2K+ 5.89% |
$1.33M - $1.37M
|
418K
$24.3M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.9KNew |
$1.09M - $1.11M
|
18.9K
$1.1M
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
17.9K+ 77.51% |
$1.02M - $1.05M
|
40.9K
$2.38M
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.3K+ 26.85% |
$822K - $843K
|
67.8K
$3.94M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.93KNew |
$512K - $525K
|
8.93K
$519K
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.9KNew |
$510K - $523K
|
8.9K
$517K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8.76KNew |
$502K - $515K
|
8.76K
$509K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.93KNew |
$397K - $407K
|
6.93K
$403K
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
6.86KNew |
$393K - $403K
|
6.86K
$399K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.75KNew |
$387K - $397K
|
6.75K
$393K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.57KNew |
$376K - $386K
|
6.57K
$382K
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
4.64KNew |
$266K - $273K
|
4.64K
$270K
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
4.26KNew |
$244K - $250K
|
4.26K
$247K
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.14K+ 5597.3% |
$237K - $243K
|
4.22K
$245K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 7.09% |
$230K - $236K
|
60.6K
$3.52M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.78KNew |
$217K - $222K
|
3.78K
$220K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.94K+ 8.97% |
$168K - $173K
|
35.7K
$2.08M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.11KNew |
$121K - $124K
|
2.11K
$123K
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
824+ 11.46% |
$47.2K - $48.4K
|
8.02K
$466K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
344New |
$19.7K - $20.2K
|
344
$20K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
317New |
$18.2K - $18.6K
|
317
$18.4K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
244New |
$14K - $14.3K
|
244
$14.2K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
164New |
$9.4K - $9.64K
|
164
$9.54K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
138New |
$7.91K - $8.11K
|
138
$8.02K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$5.5K - $5.64K
|
96
$5.58K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
48New |
$2.75K - $2.82K
|
48
$2.79K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|