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 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.7K+ 18.48% |
$98.7K - $99.8K
|
10.9K
$640K
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.69K+ 5.81% |
$98.3K - $99.4K
|
30.9K
$1.81M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.68K+ 5.47% |
$97.7K - $98.7K
|
32.5K
$1.91M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 34.87% |
$90.4K - $91.3K
|
6.02K
$354K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.54KNew |
$89.5K - $90.4K
|
1.54K
$90.5K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.44K+ 17.02% |
$83.4K - $84.3K
|
9.87K
$580K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.37KNew |
$79.5K - $80.3K
|
1.37K
$80.4K
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.32K+ 6.9% |
$76.4K - $77.2K
|
20.4K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.3K+ 6.39% |
$75.5K - $76.3K
|
21.7K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.28K+ 35.47% |
$74.4K - $75.2K
|
4.89K
$287K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 1.03% |
$71.8K - $72.6K
|
121K
$7.14M
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.22K+ 4.71% |
$70.6K - $71.4K
|
27K
$1.59M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.2KNew |
$69.8K - $70.5K
|
1.2K
$70.6K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 2.17% |
$67.9K - $68.7K
|
55K
$3.23M
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 122.28% |
$67.9K - $68.6K
|
2.13K
$125K
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.14K+ 8.67% |
$66.4K - $67.1K
|
14.3K
$842K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.14K+ 4.18% |
$65.9K - $66.6K
|
28.3K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 22.9% |
$64.1K - $64.8K
|
5.93K
$348K
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.01K+ 3.41% |
$58.9K - $59.5K
|
30.7K
$1.8M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 2.08% |
$58.1K - $58.7K
|
49K
$2.88M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
978+ 6.64% |
$56.8K - $57.4K
|
15.7K
$923K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
966+ 5.26% |
$56.1K - $56.7K
|
19.3K
$1.14M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
957New |
$55.6K - $56.2K
|
957
$56.2K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
957New |
$55.6K - $56.2K
|
957
$56.2K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
948+ 30.47% |
$55.1K - $55.6K
|
4.06K
$238K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
929+ 2.9% |
$53.9K - $54.5K
|
33K
$1.94M
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
922+ 3.24% |
$53.5K - $54.1K
|
29.4K
$1.73M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
910New |
$52.8K - $53.4K
|
910
$53.5K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
901+ 9.62% |
$52.3K - $52.9K
|
10.3K
$603K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
886+ 24.09% |
$51.5K - $52K
|
4.56K
$268K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
885New |
$51.4K - $51.9K
|
885
$52K
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
868+ 0.53% |
$50.4K - $50.9K
|
164K
$9.61M
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
867+ 48.11% |
$50.3K - $50.9K
|
2.67K
$157K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
810+ 5.31% |
$47K - $47.5K
|
16.1K
$945K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
775New |
$45K - $45.5K
|
775
$45.5K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
762+ 10.1% |
$44.2K - $44.7K
|
8.3K
$488K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
729+ 0.65% |
$42.3K - $42.8K
|
113K
$6.67M
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
716+ 8.52% |
$41.6K - $42K
|
9.12K
$536K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
706+ 16.55% |
$41K - $41.4K
|
4.97K
$292K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
684+ 13.77% |
$39.7K - $40.1K
|
5.65K
$332K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
670+ 8.18% |
$38.9K - $39.3K
|
8.86K
$520K
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
658+ 5.57% |
$38.2K - $38.6K
|
12.5K
$732K
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
647+ 0.49% |
$37.6K - $38K
|
132K
$7.74M
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
599+ 6.46% |
$34.8K - $35.2K
|
9.87K
$580K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
597+ 0.93% |
$34.7K - $35K
|
64.7K
$3.8M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
587+ 7.79% |
$34.1K - $34.5K
|
8.12K
$477K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
586New |
$34K - $34.4K
|
586
$34.4K
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
568+ 1.19% |
$33K - $33.3K
|
48.5K
$2.85M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
557+ 1.92% |
$32.3K - $32.7K
|
29.5K
$1.73M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
536+ 4.66% |
$31.1K - $31.5K
|
12K
$707K
|