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 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-327- 0.17% |
$19K - $19.2K
|
189K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-339- 0.11% |
$19.7K - $19.9K
|
321K
$18.8M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-357- 30.46% |
$20.7K - $21K
|
815
$47.8K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-362- 0.5% |
$21K - $21.2K
|
72.7K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 66.73% |
$21.3K - $21.5K
|
183
$10.7K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-379- 4.43% |
$22K - $22.2K
|
8.18K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-387- 67.19% |
$22.5K - $22.7K
|
189
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-408- 0.79% |
$23.7K - $23.9K
|
51.1K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-424- 10.81% |
$24.6K - $24.9K
|
3.5K
$205K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-434- 5.44% |
$25.2K - $25.5K
|
7.54K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-459- 7.24% |
$26.7K - $26.9K
|
5.88K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-475- 52.78% |
$27.6K - $27.9K
|
425
$24.9K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-476- 5.56% |
$27.6K - $27.9K
|
8.08K
$474K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-490- 7.73% |
$28.5K - $28.8K
|
5.85K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-492- 8.52% |
$28.6K - $28.9K
|
5.28K
$310K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-497- 17.63% |
$28.9K - $29.2K
|
2.32K
$136K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-499- 3.86% |
$29K - $29.3K
|
12.4K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-499- 24.45% |
$29K - $29.3K
|
1.54K
$90.4K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-501- 21.9% |
$29.1K - $29.4K
|
1.79K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-511- 20.09% |
$29.7K - $30K
|
2.03K
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-525- 0.4% |
$30.5K - $30.8K
|
131K
$7.66M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-531- 56.43% |
$30.8K - $31.2K
|
410
$24K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-565- 12.95% |
$32.8K - $33.2K
|
3.8K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-567- 3.26% |
$32.9K - $33.3K
|
16.8K
$985K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-567- 4.0% |
$32.9K - $33.3K
|
13.6K
$799K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-582- 1.16% |
$33.8K - $34.2K
|
49.6K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-631- 8.27% |
$36.6K - $37K
|
7K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-644- 1.62% |
$37.4K - $37.8K
|
39.1K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-673- 4.5% |
$39.1K - $39.5K
|
14.3K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-689- 2.24% |
$40K - $40.4K
|
30K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-700- 2.22% |
$40.6K - $41.1K
|
30.9K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-726- 6.03% |
$42.2K - $42.6K
|
11.3K
$664K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-730- 1.37% |
$42.4K - $42.8K
|
52.5K
$3.08M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-743- 11.06% |
$43.1K - $43.6K
|
5.98K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-750- 1.56% |
$43.6K - $44K
|
47.4K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-756- 1.43% |
$43.9K - $44.4K
|
52K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-773- 27.22% |
$44.9K - $45.4K
|
2.07K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-774- 6.66% |
$44.9K - $45.4K
|
10.9K
$636K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-815- 1.67% |
$47.3K - $47.8K
|
47.9K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-862- 31.78% |
$50.1K - $50.6K
|
1.85K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-863- 18.66% |
$50.1K - $50.6K
|
3.76K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-895- 2.39% |
$52K - $52.5K
|
36.5K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-897- 6.93% |
$52.1K - $52.6K
|
12.1K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-937- 3.26% |
$54.4K - $55K
|
27.8K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-983- 17.13% |
$57.1K - $57.7K
|
4.75K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-989- 0.15% |
$57.4K - $58K
|
681K
$39.9M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.03K- 6.1% |
$59.8K - $60.5K
|
15.9K
$930K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.04K- 15.77% |
$60.5K - $61.2K
|
5.56K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.06K- 24.08% |
$61.4K - $62.1K
|
3.34K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.07K- 11.76% |
$62.1K - $62.7K
|
8.02K
$470K
|