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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-15.7K- 97.11% |
$899K - $915K
|
467
$27.4K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15.6K- 9.93% |
$896K - $912K
|
142K
$8.31M
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-6.43K- 40.71% |
$369K - $376K
|
9.36K
$549K
|
|
Feb 14, 2024
Q4 2023
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-6.17K- 18.66% |
$354K - $360K
|
26.9K
$1.58M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.25K- 18.45% |
$301K - $306K
|
23.2K
$1.36M
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4.02K- 5.59% |
$231K - $235K
|
67.9K
$3.99M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.58K- 66.39% |
$205K - $209K
|
1.81K
$106K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.32K- 28.87% |
$190K - $194K
|
8.18K
$480K
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.25K- 34.16% |
$186K - $190K
|
6.26K
$368K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.5K- 99.48% |
$143K - $146K
|
13
$763
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.47K- 39.26% |
$142K - $144K
|
3.82K
$224K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.11K- 10.5% |
$121K - $123K
|
18K
$1.05M
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.04K- 14.63% |
$117K - $119K
|
11.9K
$697K
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.25K- 14.09% |
$71.4K - $72.8K
|
7.6K
$446K
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.2K- 20.94% |
$68.8K - $70.1K
|
4.53K
$266K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-549- 7.36% |
$31.5K - $32.1K
|
6.91K
$406K
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-500- 88.34% |
$28.7K - $29.2K
|
66
$3.87K
|
|
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
$557K
|
|
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
$4.34K
|
|
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
$12.3M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-81.1K- 92.86% |
$4.66M - $4.7M
|
6.24K
$366K
|
|
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
$3.08M
|
|
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
$6.23M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.3K- 13.0% |
$535K - $539K
|
62.2K
$3.65M
|
|
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
$223K
|
|
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
$577K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.65K- 10.9% |
$94.8K - $95.6K
|
13.5K
$791K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.04K- 11.24% |
$59.8K - $60.3K
|
8.22K
$482K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-927- 87.29% |
$53.3K - $53.7K
|
135
$7.92K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-439- 87.98% |
$25.2K - $25.4K
|
60
$3.52K
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-410- 74.55% |
$23.6K - $23.7K
|
140
$8.22K
|
|
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
$393K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-141Closed |
$8.1K - $8.17K
|
0
$0
|