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 |
---|---|---|---|---|---|---|---|
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
$3.13M
|
|
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
$793K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 11.24% |
$59.8K - $60.3K
|
8.22K
$484K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-927- 87.29% |
$53.3K - $53.7K
|
135
$7.94K
|
|
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
$438K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 4.1% |
$11.5K - $11.6K
|
4.68K
$276K
|
|
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
$215K
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-133K- 55.61% |
$7.66M - $7.79M
|
106K
$6.23M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-106K- 41.01% |
$6.11M - $6.21M
|
152K
$8.96M
|
|
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
$436K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$601K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$601K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.43K- 2.65% |
$198K - $201K
|
126K
$7.43M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.16K- 13.97% |
$125K - $127K
|
13.3K
$782K
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.14K- 24.61% |
$124K - $126K
|
6.56K
$386K
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2K- 34.14% |
$116K - $118K
|
3.86K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.82K- 51.12% |
$105K - $107K
|
1.74K
$103K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 26.02% |
$103K - $104K
|
5.06K
$298K
|
|
Jul 24, 2025
Q2 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-847- 17.98% |
$48.9K - $49.7K
|
3.87K
$227K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-821- 13.43% |
$47.4K - $48.2K
|
5.29K
$311K
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-513- 12.4% |
$29.6K - $30.1K
|
3.62K
$213K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-477- 72.6% |
$27.5K - $28K
|
180
$10.6K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-166- 7.31% |
$9.58K - $9.74K
|
2.11K
$124K
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-148- 12.1% |
$8.54K - $8.69K
|
1.08K
$63.2K
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-115- 2.77% |
$6.64K - $6.75K
|
4.03K
$237K
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-71- 0.38% |
$4.1K - $4.17K
|
18.4K
$1.08M
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-57- 3.54% |
$3.29K - $3.35K
|
1.55K
$91.2K
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 7.06% |
$1.85K - $1.88K
|
421
$24.8K
|
|
Q1 2023 | |||||||
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-136K- 98.03% |
$7.81M - $8M
|
2.73K
$161K
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-56.7K- 92.48% |
$3.25M - $3.33M
|
4.61K
$271K
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-8.08K- 35.49% |
$463K - $475K
|
14.7K
$864K
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.37K- 49.37% |
$193K - $198K
|
3.46K
$203K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.87K- 50.82% |
$164K - $168K
|
2.77K
$163K
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-73- 0.74% |
$4.18K - $4.29K
|
9.83K
$578K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-187K- 50.28% |
$10.7M - $10.8M
|
185K
$10.9M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-43.6K- 89.39% |
$2.5M - $2.53M
|
5.17K
$304K
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-6.41K- 11.32% |
$368K - $373K
|
50.2K
$2.95M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.88KClosed |
$338K - $342K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.71K- 10.13% |
$213K - $215K
|
32.9K
$1.93M
|