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 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
76New |
$4.37K - $4.4K
|
76
$4.47K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
41+ 0.75% |
$2.36K - $2.37K
|
5.49K
$322K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
32New |
$1.84K - $1.85K
|
32
$1.88K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
16New |
$920 - $927
|
16
$940
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
188KNew |
$10.8M - $11M
|
188K
$11M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
165KNew |
$9.52M - $9.68M
|
165K
$9.69M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
88.6KNew |
$5.11M - $5.2M
|
88.6K
$5.2M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
74.6KNew |
$4.31M - $4.38M
|
74.6K
$4.38M
|
|
Aug 09, 2023
Q2 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
53.5K+ 38.84% |
$3.09M - $3.14M
|
191K
$11.2M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
46.8KNew |
$2.7M - $2.75M
|
46.8K
$2.75M
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
24.8K+ 8.62% |
$1.43M - $1.45M
|
312K
$18.4M
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
21.3KNew |
$1.23M - $1.25M
|
21.3K
$1.25M
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
11.7K+ 9.05% |
$674K - $686K
|
141K
$8.27M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
10.2KNew |
$588K - $598K
|
10.2K
$599K
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
BUY
|
- |
10KNew |
$577K - $587K
|
10K
$588K
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.49KNew |
$490K - $498K
|
8.49K
$499K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.19K+ 495.52% |
$415K - $422K
|
8.64K
$507K
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.87KNew |
$339K - $344K
|
5.87K
$345K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.67KNew |
$270K - $274K
|
4.67K
$274K
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.5KNew |
$260K - $264K
|
4.5K
$264K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
4.43KNew |
$255K - $260K
|
4.43K
$260K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.17KNew |
$240K - $245K
|
4.17K
$245K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.59KNew |
$207K - $211K
|
3.59K
$211K
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.43K+ 3.75% |
$198K - $202K
|
95K
$5.58M
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2.65KNew |
$153K - $156K
|
2.65K
$156K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.35K+ 6.82% |
$136K - $138K
|
36.8K
$2.16M
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.81K+ 8.19% |
$104K - $106K
|
23.9K
$1.4M
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.21K+ 6.66% |
$69.7K - $70.9K
|
19.4K
$1.14M
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
857New |
$49.5K - $50.3K
|
857
$50.3K
|
|
Aug 08, 2023
Q2 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
701+ 124.96% |
$40.5K - $41.1K
|
1.26K
$74.1K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
632New |
$36.5K - $37.1K
|
632
$37.1K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
535+ 7.72% |
$30.9K - $31.4K
|
7.46K
$439K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
500+ 20.0% |
$28.9K - $29.3K
|
3K
$176K
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
331+ 0.75% |
$19.1K - $19.4K
|
44.2K
$2.6M
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
315New |
$18.2K - $18.5K
|
315
$18.5K
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
301New |
$17.4K - $17.7K
|
301
$17.7K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
132New |
$7.62K - $7.75K
|
132
$7.76K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130New |
$7.5K - $7.63K
|
130
$7.64K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
100New |
$5.77K - $5.87K
|
100
$5.88K
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.39% |
$808 - $822
|
3.59K
$211K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 0.76% |
$404 - $411
|
926
$54.4K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.99% |
$289 - $293
|
512
$30.1K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5New |
$289 - $293
|
5
$294
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54.8KNew |
$3.14M - $3.22M
|
54.8K
$3.22M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.1KNew |
$1.38M - $1.42M
|
24.1K
$1.41M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
23.2K+ 5.89% |
$1.33M - $1.37M
|
418K
$24.5M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
18.9KNew |
$1.09M - $1.11M
|
18.9K
$1.11M
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
17.9K+ 77.51% |
$1.02M - $1.05M
|
40.9K
$2.4M
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.3K+ 26.85% |
$822K - $843K
|
67.8K
$3.98M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
8.93KNew |
$512K - $525K
|
8.93K
$524K
|