Latest Institutional Sells of Vanguard (VGSH)
This list provides information on the latest institutional transactions involving Vanguard (VGSH) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 88.34% |
$28.7K - $29.2K
|
66
$3.88K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-384- 60.09% |
$22K - $22.4K
|
255
$15K
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-260- 2.66% |
$14.9K - $15.2K
|
9.5K
$558K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 4.97% |
$14.3K - $14.6K
|
4.78K
$281K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-151- 1.92% |
$8.66K - $8.82K
|
7.7K
$452K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-137- 14.56% |
$7.86K - $8K
|
804
$47.2K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-111- 31.01% |
$6.36K - $6.48K
|
247
$14.5K
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-101- 2.46% |
$5.79K - $5.9K
|
4.01K
$235K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-89- 54.6% |
$5.1K - $5.2K
|
74
$4.35K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-72- 1.1% |
$4.13K - $4.21K
|
6.47K
$380K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43Closed |
$2.47K - $2.51K
|
0
$0
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-42- 56.0% |
$2.41K - $2.45K
|
33
$1.94K
|
|
Q3 2023 | |||||||
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-346K- 98.93% |
$19.9M - $20.1M
|
3.74K
$219K
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-225K- 98.26% |
$12.9M - $13M
|
3.97K
$233K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-90.4K- 30.05% |
$5.19M - $5.23M
|
210K
$12.4M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-81.1K- 92.86% |
$4.66M - $4.7M
|
6.24K
$367K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-29.7K- 12.74% |
$1.7M - $1.72M
|
203K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-12.2K- 18.88% |
$703K - $708K
|
52.5K
$3.09M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12K- 64.27% |
$688K - $693K
|
6.66K
$391K
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-9.63K- 8.32% |
$553K - $558K
|
106K
$6.24M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.3K- 13.0% |
$535K - $539K
|
62.2K
$3.66M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.07K- 49.47% |
$349K - $351K
|
6.2K
$364K
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.11K- 44.97% |
$179K - $180K
|
3.81K
$224K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 4.69% |
$150K - $151K
|
53.1K
$3.12M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.26K- 18.71% |
$130K - $131K
|
9.83K
$578K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.65K- 10.9% |
$94.8K - $95.6K
|
13.5K
$792K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 11.24% |
$59.8K - $60.3K
|
8.22K
$483K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-927- 87.29% |
$53.3K - $53.7K
|
135
$7.93K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-439- 87.98% |
$25.2K - $25.4K
|
60
$3.53K
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-410- 74.55% |
$23.6K - $23.7K
|
140
$8.23K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-265- 3.44% |
$15.2K - $15.3K
|
7.44K
$437K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 4.1% |
$11.5K - $11.6K
|
4.68K
$275K
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-176- 2.56% |
$10.1K - $10.2K
|
6.7K
$394K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-141Closed |
$8.1K - $8.17K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-102- 2.31% |
$5.86K - $5.91K
|
4.32K
$254K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-28- 0.52% |
$1.61K - $1.62K
|
5.32K
$313K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-316K- 98.86% |
$18.2M - $18.5M
|
3.65K
$214K
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-133K- 55.61% |
$7.66M - $7.79M
|
106K
$6.22M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-106K- 41.01% |
$6.11M - $6.21M
|
152K
$8.95M
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-31.1K- 87.29% |
$1.79M - $1.82M
|
4.52K
$266K
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-29.9K- 89.01% |
$1.73M - $1.75M
|
3.69K
$217K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-19.2K- 20.94% |
$1.11M - $1.13M
|
72.7K
$4.27M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.63K- 43.15% |
$325K - $330K
|
7.41K
$435K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$600K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$600K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.95K- 49.2% |
$228K - $232K
|
4.07K
$239K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.43K- 2.65% |
$198K - $201K
|
126K
$7.42M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.16K- 13.97% |
$125K - $127K
|
13.3K
$781K
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.14K- 24.61% |
$124K - $126K
|
6.56K
$385K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2K- 34.14% |
$116K - $118K
|
3.86K
$227K
|