Purchases and Sales Made in Q1 2025 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
377KNew |
$21.9M - $22.1M
|
377K
$22.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
142K+ 430.67% |
$8.26M - $8.35M
|
175K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
126K+ 1.7% |
$7.3M - $7.38M
|
7.54M
$442M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
77.6KNew |
$4.5M - $4.55M
|
77.6K
$4.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
77.3KNew |
$4.49M - $4.54M
|
77.3K
$4.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
58.6KNew |
$3.4M - $3.44M
|
58.6K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
58KNew |
$3.37M - $3.4M
|
58K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
57.7K+ 8.23% |
$3.35M - $3.39M
|
759K
$44.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50.4K+ 2.93% |
$2.93M - $2.96M
|
1.77M
$104M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6K+ 32.27% |
$2.88M - $2.91M
|
203K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
49.4K+ 274.22% |
$2.87M - $2.9M
|
67.5K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
44.9K+ 35.18% |
$2.61M - $2.64M
|
173K
$10.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.6K+ 22.53% |
$2.36M - $2.38M
|
221K
$13M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.8K+ 36.83% |
$2.14M - $2.16M
|
137K
$8.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
34.2K+ 3.74% |
$1.99M - $2.01M
|
949K
$55.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30.7K+ 30.26% |
$1.78M - $1.8M
|
132K
$7.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
24.9KNew |
$1.45M - $1.46M
|
24.9K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
23.2K+ 3.43% |
$1.35M - $1.36M
|
699K
$41M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
22KNew |
$1.28M - $1.29M
|
22K
$1.29M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
19.8K+ 4.64% |
$1.15M - $1.16M
|
447K
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
17.7K+ 8.33% |
$1.03M - $1.04M
|
231K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.5K+ 10.59% |
$1.02M - $1.03M
|
183K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
16.4K+ 1.99% |
$955K - $965K
|
845K
$49.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 15.12% |
$947K - $957K
|
124K
$7.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
16KNew |
$927K - $937K
|
16K
$937K
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.7K+ 8.28% |
$912K - $922K
|
205K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.5K+ 86.61% |
$899K - $909K
|
33.4K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.8KNew |
$800K - $809K
|
13.8K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.7K+ 11.37% |
$740K - $748K
|
125K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
12.7K+ 5.59% |
$737K - $744K
|
239K
$14.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 3.39% |
$707K - $714K
|
371K
$21.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 3.57% |
$698K - $706K
|
349K
$20.5M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.7K+ 6.8% |
$682K - $689K
|
184K
$10.8M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 30.82% |
$675K - $682K
|
49.3K
$2.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
11KNew |
$641K - $648K
|
11K
$648K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.6K+ 32.76% |
$613K - $620K
|
42.8K
$2.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
9.2K+ 8.12% |
$534K - $540K
|
122K
$7.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07K+ 39.77% |
$527K - $532K
|
31.9K
$1.87M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
8.81K+ 25.02% |
$512K - $517K
|
44K
$2.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.33K+ 13.07% |
$484K - $489K
|
72.1K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.22K+ 18.99% |
$478K - $483K
|
51.5K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.95KNew |
$461K - $466K
|
7.95K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
7.63K+ 17.74% |
$443K - $448K
|
50.6K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.36K+ 1.77% |
$427K - $432K
|
423K
$24.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
7.13K+ 192.67% |
$414K - $418K
|
10.8K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
BUY
|
- |
7KNew |
$406K - $411K
|
7K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.5K+ 64.31% |
$378K - $382K
|
16.6K
$975K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.48K+ 36.11% |
$376K - $380K
|
24.4K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.23KNew |
$362K - $366K
|
6.23K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.39K+ 38.02% |
$313K - $316K
|
19.6K
$1.15M
|