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 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.9KNew |
$510K - $523K
|
8.9K
$523K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
8.76KNew |
$502K - $515K
|
8.76K
$514K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.93KNew |
$397K - $407K
|
6.93K
$407K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
6.86KNew |
$393K - $403K
|
6.86K
$403K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
6.75KNew |
$387K - $397K
|
6.75K
$397K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.57KNew |
$376K - $386K
|
6.57K
$386K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
4.64KNew |
$266K - $273K
|
4.64K
$273K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
4.26KNew |
$244K - $250K
|
4.26K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.14K+ 5597.3% |
$237K - $243K
|
4.22K
$248K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.01K+ 7.09% |
$230K - $236K
|
60.6K
$3.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.78KNew |
$217K - $222K
|
3.78K
$222K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.11KNew |
$121K - $124K
|
2.11K
$124K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
824+ 11.46% |
$47.2K - $48.4K
|
8.02K
$471K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
344New |
$19.7K - $20.2K
|
344
$20.2K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
317New |
$18.2K - $18.6K
|
317
$18.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
244New |
$14K - $14.3K
|
244
$14.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
164New |
$9.4K - $9.64K
|
164
$9.64K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
138New |
$7.91K - $8.11K
|
138
$8.11K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96New |
$5.5K - $5.64K
|
96
$5.64K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
48New |
$2.75K - $2.82K
|
48
$2.82K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
202KNew |
$11.6M - $11.7M
|
202K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
94.9KNew |
$5.45M - $5.52M
|
94.9K
$5.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
78.8KNew |
$4.52M - $4.58M
|
78.8K
$4.63M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
43.4KNew |
$2.49M - $2.52M
|
43.4K
$2.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
26.6KNew |
$1.53M - $1.55M
|
26.6K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
19.6KNew |
$1.12M - $1.14M
|
19.6K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
16.4K+ 34.79% |
$938K - $951K
|
63.4K
$3.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
14.8K+ 6.21% |
$846K - $857K
|
252K
$14.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.8KNew |
$735K - $744K
|
12.8K
$752K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
12.1KNew |
$693K - $702K
|
12.1K
$709K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
5.27KNew |
$302K - $306K
|
5.27K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.25KNew |
$301K - $305K
|
5.25K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.19KNew |
$298K - $302K
|
5.19K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
5.07KNew |
$291K - $295K
|
5.07K
$298K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.46K+ 9.41% |
$256K - $259K
|
51.9K
$3.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.92KNew |
$225K - $228K
|
3.92K
$230K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.77KNew |
$216K - $219K
|
3.77K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.48KNew |
$199K - $202K
|
3.48K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
3.34K+ 5.18% |
$192K - $194K
|
67.9K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.25KNew |
$129K - $131K
|
2.25K
$132K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.89KNew |
$108K - $110K
|
1.89K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.3KNew |
$74.5K - $75.5K
|
1.3K
$76.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 23.57% |
$57.8K - $58.5K
|
5.28K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1KNew |
$57.4K - $58.1K
|
1K
$58.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
800+ 22.0% |
$45.9K - $46.5K
|
4.44K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
665New |
$38.2K - $38.7K
|
665
$39.1K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
408New |
$23.4K - $23.7K
|
408
$24K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
391New |
$22.4K - $22.7K
|
391
$23K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
260New |
$14.9K - $15.1K
|
260
$15.3K
|
|