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 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 0.8% |
$348 - $352
|
740
$43.4K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-7- 0.09% |
$406 - $411
|
7.53K
$442K
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-14- 0.1% |
$813 - $822
|
13.5K
$794K
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-17- 0.46% |
$987 - $998
|
3.65K
$214K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-24- 96.0% |
$1.39K - $1.41K
|
1
$58.6
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-25- 0.45% |
$1.45K - $1.47K
|
5.49K
$322K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 65.91% |
$1.68K - $1.7K
|
15
$880
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-32- 0.29% |
$1.86K - $1.88K
|
10.9K
$641K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-50- 0.65% |
$2.9K - $2.93K
|
7.68K
$451K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 15.52% |
$3.14K - $3.17K
|
294
$17.2K
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-55- 0.01% |
$3.19K - $3.23K
|
493K
$28.9M
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-64- 15.69% |
$3.72K - $3.76K
|
344
$20.2K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-64- 0.39% |
$3.72K - $3.76K
|
16.2K
$951K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-73- 0.12% |
$4.24K - $4.28K
|
63K
$3.69M
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-85- 0.68% |
$4.94K - $4.99K
|
12.5K
$731K
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-88- 0.16% |
$5.11K - $5.16K
|
54.5K
$3.2M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-102- 1.01% |
$5.92K - $5.99K
|
9.96K
$584K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.9% |
$6.33K - $6.4K
|
11.9K
$700K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-116- 0.77% |
$6.74K - $6.81K
|
14.9K
$876K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-120- 0.91% |
$6.97K - $7.04K
|
13.1K
$769K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-121- 2.98% |
$7.03K - $7.1K
|
3.95K
$231K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-127- 5.98% |
$7.37K - $7.45K
|
2K
$117K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 1.21% |
$8.13K - $8.22K
|
11.4K
$671K
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-142- 10.2% |
$8.25K - $8.33K
|
1.25K
$73.3K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-143- 0.79% |
$8.3K - $8.39K
|
17.9K
$1.05M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-154- 0.98% |
$8.94K - $9.04K
|
15.6K
$914K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-158- 2.55% |
$9.18K - $9.27K
|
6.03K
$353K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-160- 66.12% |
$9.29K - $9.39K
|
82
$4.81K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-162- 1.98% |
$9.41K - $9.51K
|
8.04K
$471K
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-168- 0.46% |
$9.76K - $9.86K
|
36.1K
$2.12M
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-171- 2.62% |
$9.93K - $10K
|
6.35K
$372K
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-185- 1.41% |
$10.7K - $10.9K
|
12.9K
$758K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-197- 12.8% |
$11.4K - $11.6K
|
1.34K
$78.7K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-199- 4.86% |
$11.6K - $11.7K
|
3.9K
$229K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-207- 0.46% |
$12K - $12.1K
|
45.2K
$2.65M
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-214- 2.15% |
$12.4K - $12.6K
|
9.76K
$572K
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-220- 5.71% |
$12.8K - $12.9K
|
3.63K
$213K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-233- 15.23% |
$13.5K - $13.7K
|
1.3K
$76.1K
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-237- 0.33% |
$13.8K - $13.9K
|
72.1K
$4.23M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-240- 36.7% |
$13.9K - $14.1K
|
414
$24.3K
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-240- 2.77% |
$13.9K - $14.1K
|
8.42K
$494K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-247- 19.86% |
$14.3K - $14.5K
|
997
$58.5K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-261- 5.56% |
$15.2K - $15.3K
|
4.44K
$260K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-267- 1.23% |
$15.5K - $15.7K
|
21.4K
$1.26M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-276- 6.01% |
$16K - $16.2K
|
4.32K
$253K
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-291- 3.86% |
$16.9K - $17.1K
|
7.26K
$425K
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-297- 3.74% |
$17.2K - $17.4K
|
7.65K
$449K
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-306- 1.71% |
$17.8K - $18K
|
17.6K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-319- 5.37% |
$18.5K - $18.7K
|
5.62K
$330K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-324- 0.09% |
$18.8K - $19K
|
369K
$21.6M
|