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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 1.04% |
$8.3K - $8.39K
|
13.8K
$811K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
126New |
$7.32K - $7.39K
|
126
$7.39K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
118+ 1.88% |
$6.85K - $6.93K
|
6.41K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
115New |
$6.68K - $6.75K
|
115
$6.74K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
112+ 0.51% |
$6.5K - $6.57K
|
22.2K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
112New |
$6.5K - $6.57K
|
112
$6.57K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
103+ 0.9% |
$5.98K - $6.05K
|
11.5K
$677K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100+ 24.21% |
$5.81K - $5.87K
|
513
$30.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
94+ 0.67% |
$5.46K - $5.52K
|
14.2K
$830K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
89+ 2.47% |
$5.17K - $5.22K
|
3.69K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
87+ 0.78% |
$5.05K - $5.11K
|
11.2K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 0.68% |
$4.7K - $4.75K
|
12K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
68+ 0.92% |
$3.95K - $3.99K
|
7.5K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
66+ 0.25% |
$3.83K - $3.87K
|
26K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
62+ 0.31% |
$3.6K - $3.64K
|
20.2K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
60New |
$3.48K - $3.52K
|
60
$3.52K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
60New |
$3.48K - $3.52K
|
60
$3.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
55+ 0.49% |
$3.19K - $3.23K
|
11.3K
$660K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
51+ 0.46% |
$2.96K - $2.99K
|
11.1K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46+ 0.68% |
$2.67K - $2.7K
|
6.84K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 5.11% |
$2.67K - $2.7K
|
946
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
45+ 0.06% |
$2.61K - $2.64K
|
76.6K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
34+ 0.67% |
$1.97K - $2K
|
5.08K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$1.86K - $1.88K
|
32
$1.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 4.51% |
$1.8K - $1.82K
|
718
$42.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30+ 0.42% |
$1.74K - $1.76K
|
7.14K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30+ 0.66% |
$1.74K - $1.76K
|
4.55K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
28+ 0.14% |
$1.63K - $1.64K
|
19.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
27+ 0.69% |
$1.57K - $1.58K
|
3.96K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
25+ 0.67% |
$1.45K - $1.47K
|
3.75K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23+ 0.63% |
$1.34K - $1.35K
|
3.67K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
22New |
$1.28K - $1.29K
|
22
$1.29K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20+ 0.16% |
$1.16K - $1.17K
|
12.4K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.25% |
$1.05K - $1.06K
|
7.28K
$427K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 1.05% |
$1.05K - $1.06K
|
1.74K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
16+ 0.12% |
$929 - $939
|
13.6K
$800K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 0.69% |
$639 - $646
|
1.62K
$94.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10+ 0.17% |
$581 - $587
|
5.74K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8New |
$465 - $470
|
8
$469
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$406 - $411
|
2.86K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 0.03% |
$348 - $352
|
22.6K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3New |
$174 - $176
|
3
$176
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.89% |
$116 - $117
|
226
$13.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.26% |
$116 - $117
|
775
$45.4K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2+ 0.03% |
$116 - $117
|
6.83K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2New |
$116 - $117
|
2
$117
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.91% |
$58.1 - $58.7
|
111
$6.51K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$58.1 - $58.7
|
824
$48.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$58.1 - $58.7
|
1
$58.6
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1- 0.03% |
$58.1 - $58.7
|
3.69K
$216K
|