Vanguard Personalized Indexing Management’s Goosehead Insurance GSHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5,169
Closed -$221K 2290
2026
Q1
$221K Buy
5,169
+1,252
+32% +$70K ﹤0.01% 1767
2025
Q4
$288K Buy
3,917
+692
+21% +$49.3K ﹤0.01% 1544
2025
Q3
$240K Buy
3,225
+836
+35% +$73.7K ﹤0.01% 1600
2025
Q2
$252K Buy
2,389
+31
+1% +$3.28K ﹤0.01% 1526
2025
Q1
$278K Buy
2,358
+182
+8% +$20.4K ﹤0.01% 1374
2024
Q4
$233K Buy
+2,176
New +$238K ﹤0.01% 1454

Other funds holding GSHD

Vanguard Personalized Indexing Management's GSHD Position: Q2 2026 in Review

Vanguard Personalized Indexing Management sold out of Goosehead Insurance (GSHD) in Q2 2026, closing a stake of 5,169 shares — an estimated $221K sold.

Vanguard Personalized Indexing Management first reported a position in GSHD in Q4 2024 and held it in 6 quarters. The position peaked at $288K in Q4 2025. 231 funds tracked by Wall St. Rank hold GSHD as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining Goosehead Insurance position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 5,169 Goosehead Insurance shares in Q2 2026, an estimated $221K.
  • Vanguard Personalized Indexing Management first reported a position in Goosehead Insurance in Q4 2024 and held it in 6 quarters.
  • Vanguard Personalized Indexing Management's Goosehead Insurance position peaked at $288K in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Goosehead Insurance as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.