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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$599K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.51K- 30.62% |
$260K - $265K
|
10.2K
$599K
|
|
|
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
$7.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.16K- 13.97% |
$125K - $127K
|
13.3K
$779K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.14K- 24.61% |
$124K - $126K
|
6.56K
$384K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2K- 34.14% |
$116K - $118K
|
3.86K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.82K- 51.12% |
$105K - $107K
|
1.74K
$102K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.78K- 26.02% |
$103K - $104K
|
5.06K
$296K
|
|
|
Jul 25, 2023
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
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-513- 12.4% |
$29.6K - $30.1K
|
3.62K
$212K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-477- 72.6% |
$27.5K - $28K
|
180
$10.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-188- 4.74% |
$10.9K - $11K
|
3.78K
$221K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-166- 7.31% |
$9.58K - $9.74K
|
2.11K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-148- 12.1% |
$8.54K - $8.69K
|
1.08K
$63K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-115- 2.77% |
$6.64K - $6.75K
|
4.03K
$236K
|
|
|
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
$90.9K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-32- 7.06% |
$1.85K - $1.88K
|
421
$24.7K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-136K- 98.03% |
$7.81M - $8M
|
2.73K
$160K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-56.7K- 92.48% |
$3.25M - $3.33M
|
4.61K
$270K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-8.08K- 35.49% |
$463K - $475K
|
14.7K
$861K
|
|
|
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
$576K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-53- 1.47% |
$3.04K - $3.11K
|
3.54K
$208K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-187K- 50.28% |
$10.7M - $10.8M
|
185K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-87.6K- 39.76% |
$5.02M - $5.09M
|
133K
$7.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-43.6K- 89.39% |
$2.5M - $2.53M
|
5.17K
$303K
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-6.41K- 11.32% |
$368K - $373K
|
50.2K
$2.94M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.88KClosed |
$338K - $342K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.79K- 1.0% |
$275K - $279K
|
475K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.71K- 10.13% |
$213K - $215K
|
32.9K
$1.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.6K- 5.81% |
$207K - $209K
|
58.4K
$3.42M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-1.15K- 8.57% |
$66K - $66.9K
|
12.3K
$720K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.09KClosed |
$62.5K - $63.4K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-548- 53.52% |
$31.4K - $31.9K
|
476
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-329- 25.6% |
$18.9K - $19.1K
|
956
$56K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-76- 34.39% |
$4.36K - $4.42K
|
145
$8.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$57.4 - $58.1
|
3.56K
$208K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-745K- 99.91% |
$42.9M - $44M
|
700
$41K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-198K- 60.31% |
$11.4M - $11.7M
|
130K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-164K- 97.14% |
$9.44M - $9.67M
|
4.83K
$283K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-134K- 93.76% |
$7.76M - $7.95M
|
8.96K
$525K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-109K- 95.64% |
$6.31M - $6.47M
|
5K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-97.5K- 37.5% |
$5.62M - $5.76M
|
163K
$9.52M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-21.6K- 5.75% |
$1.25M - $1.28M
|
355K
$20.8M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-12.6KClosed |
$725K - $743K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.2K- 8.95% |
$644K - $659K
|
114K
$6.66M
|
|