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 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
10.7M+ 3642.0% |
$620M - $627M
|
11M
$643M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.89M+ 15.65% |
$342M - $345M
|
43.5M
$2.55B
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.02M+ 81.61% |
$117M - $119M
|
4.49M
$263M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.87M+ 370.17% |
$108M - $110M
|
2.37M
$139M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.86M+ 240.86% |
$108M - $109M
|
2.63M
$154M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.39M+ 2004.18% |
$80.8M - $81.7M
|
1.46M
$85.7M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.02M+ 242.7% |
$59.3M - $59.9M
|
1.44M
$84.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
820K+ 276.8% |
$47.6M - $48.2M
|
1.12M
$65.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
798K+ 193.83% |
$46.3M - $46.8M
|
1.21M
$70.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
708K+ 17.09% |
$41.1M - $41.6M
|
4.85M
$285M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
615K+ 93.12% |
$35.7M - $36.1M
|
1.28M
$74.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
581K+ 101.22% |
$33.8M - $34.1M
|
1.16M
$67.8M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
519KNew |
$30.2M - $30.5M
|
519K
$30.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
502K+ 99.05% |
$29.1M - $29.5M
|
1.01M
$59.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
430K+ 7.36% |
$24.9M - $25.2M
|
6.27M
$367M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
394K+ 64.92% |
$22.9M - $23.1M
|
1M
$58.7M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
392K+ 145.71% |
$22.7M - $23M
|
660K
$38.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
384K+ 1.76% |
$22.3M - $22.5M
|
22.3M
$1.3B
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
377KNew |
$21.9M - $22.1M
|
377K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
375K+ 19.05% |
$21.8M - $22M
|
2.34M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
359K+ 34.0% |
$20.8M - $21M
|
1.41M
$82.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
341K+ 1734.17% |
$19.8M - $20M
|
361K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
328K+ 14.1% |
$19M - $19.2M
|
2.65M
$156M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
295K+ 5.6% |
$17.1M - $17.3M
|
5.56M
$326M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
291K+ 1336.33% |
$16.9M - $17.1M
|
313K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
286K+ 2328.88% |
$16.6M - $16.8M
|
299K
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
269KNew |
$15.6M - $15.8M
|
269K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
262K+ 17.78% |
$15.2M - $15.4M
|
1.73M
$102M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
252K+ 6.97% |
$14.6M - $14.8M
|
3.86M
$226M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 12.31% |
$14.4M - $14.6M
|
2.27M
$133M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
231K+ 19.03% |
$13.4M - $13.6M
|
1.45M
$84.8M
|
|
|
May 08, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
228KNew |
$13.2M - $13.4M
|
228K
$13.4M
|
|
|
May 08, 2025
Q1 2025
|
American Assets Capital Advisers, LLC
|
BUY
|
- |
228KNew |
$13.2M - $13.4M
|
228K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
204K+ 5.89% |
$11.8M - $12M
|
3.67M
$215M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
182K+ 9.89% |
$10.6M - $10.7M
|
2.02M
$119M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
174K+ 55.99% |
$10.1M - $10.2M
|
484K
$28.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
148K+ 854.86% |
$8.59M - $8.68M
|
165K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
147K+ 3.49% |
$8.53M - $8.62M
|
4.35M
$255M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
142K+ 430.67% |
$8.26M - $8.35M
|
175K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Shah Capital Management
|
BUY
|
- |
136K+ 57.3% |
$7.91M - $8M
|
374K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
131K+ 20.26% |
$7.58M - $7.66M
|
775K
$45.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
126K+ 1.7% |
$7.3M - $7.38M
|
7.54M
$442M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
123K+ 73.09% |
$7.11M - $7.19M
|
290K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
122K+ 225.42% |
$7.07M - $7.15M
|
176K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
119K+ 13.27% |
$6.92M - $7M
|
1.02M
$59.7M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
117KNew |
$6.82M - $6.89M
|
117K
$6.89M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
108KNew |
$6.3M - $6.36M
|
108K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
96.5K+ 23.16% |
$5.6M - $5.66M
|
513K
$30.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
95.9KNew |
$5.57M - $5.63M
|
95.9K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
91.9KNew |
$5.34M - $5.4M
|
91.9K
$5.39M
|