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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
41.2KNew |
$2.39M - $2.41M
|
41.2K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
30.2K+ 200.96% |
$1.75M - $1.77M
|
45.3K
$2.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27.4KNew |
$1.59M - $1.6M
|
27.4K
$1.61M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
17.9K+ 10.63% |
$1.03M - $1.05M
|
186K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.1K+ 2.51% |
$700K - $708K
|
494K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
9.59K+ 17.25% |
$555K - $562K
|
65.2K
$3.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7KNew |
$405K - $410K
|
7K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.95KNew |
$344K - $348K
|
5.95K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.53KNew |
$320K - $324K
|
5.53K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.35K+ 190.34% |
$252K - $255K
|
6.64K
$389K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
4.34KNew |
$251K - $254K
|
4.34K
$254K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.72KNew |
$215K - $218K
|
3.72K
$218K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.61KNew |
$209K - $211K
|
3.61K
$212K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.02K+ 8.0% |
$175K - $177K
|
40.8K
$2.39M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.5KNew |
$145K - $146K
|
2.5K
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.61KNew |
$93K - $94K
|
1.61K
$94.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
893+ 5.75% |
$51.7K - $52.3K
|
16.4K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
863New |
$50K - $50.5K
|
863
$50.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
854+ 136.64% |
$49.4K - $50K
|
1.48K
$86.7K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
715+ 11.53% |
$41.4K - $41.9K
|
6.92K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
370New |
$21.4K - $21.7K
|
370
$21.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
360+ 8.85% |
$20.8K - $21.1K
|
4.43K
$260K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
264+ 4.15% |
$15.3K - $15.5K
|
6.63K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
253New |
$14.6K - $14.8K
|
253
$14.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
224New |
$13K - $13.1K
|
224
$13.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
131New |
$7.58K - $7.67K
|
131
$7.68K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
120+ 1.17% |
$6.95K - $7.02K
|
10.4K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106New |
$6.14K - $6.21K
|
106
$6.21K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
101New |
$5.85K - $5.91K
|
101
$5.92K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100New |
$5.79K - $5.85K
|
100
$5.86K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$5.79K - $5.85K
|
100
$5.86K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
27+ 0.67% |
$1.56K - $1.58K
|
4.08K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19+ 0.52% |
$1.1K - $1.11K
|
3.68K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
18+ 1.03% |
$1.04K - $1.05K
|
1.77K
$104K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
222KNew |
$12.7M - $13M
|
222K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
83.9KNew |
$4.81M - $4.9M
|
83.9K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
78.5K+ 417.79% |
$4.5M - $4.58M
|
97.2K
$5.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
56.2KNew |
$3.22M - $3.28M
|
56.2K
$3.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
49.8KNew |
$2.86M - $2.91M
|
49.8K
$2.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Minot Capital, LP
Boulder, CO |
BUY
|
- |
38.7K+ 12.34% |
$2.22M - $2.26M
|
352K
$20.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.1KNew |
$979K - $998K
|
17.1K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
11.4K+ 274.69% |
$652K - $664K
|
15.5K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.98KNew |
$572K - $583K
|
9.98K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
9.7K+ 98.12% |
$556K - $567K
|
19.6K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
8.8K+ 5.0% |
$504K - $514K
|
185K
$10.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.6KNew |
$493K - $502K
|
8.6K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.98KNew |
$457K - $466K
|
7.98K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.34KNew |
$249K - $253K
|
4.34K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.93KNew |
$225K - $230K
|
3.93K
$230K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.79KNew |
$217K - $221K
|
3.79K
$222K
|
|