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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 27.39% |
$62.3K - $62.9K
|
2.84K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.1K- 3.43% |
$64.1K - $64.7K
|
31.1K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.1K- 8.84% |
$64.1K - $64.8K
|
11.4K
$667K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.12K- 1.31% |
$64.7K - $65.4K
|
84.1K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.13K- 2.42% |
$65.6K - $66.3K
|
45.5K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.15K- 3.84% |
$66.5K - $67.2K
|
28.7K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.19K- 3.5% |
$69.2K - $69.9K
|
32.8K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.2K- 3.49% |
$69.6K - $70.4K
|
33.2K
$1.95M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.23K- 6.16% |
$71.3K - $72.1K
|
18.7K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.3K- 2.43% |
$75.4K - $76.2K
|
52.1K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.33K- 4.05% |
$77.2K - $78.1K
|
31.5K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.33K- 14.76% |
$77.3K - $78.2K
|
7.7K
$451K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.39K- 93.3% |
$80.9K - $81.8K
|
100
$5.86K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.4K- 4.25% |
$81.4K - $82.3K
|
31.6K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.41K- 15.64% |
$81.6K - $82.5K
|
7.58K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.47K- 5.95% |
$85.5K - $86.4K
|
23.3K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.5K- 0.87% |
$86.9K - $87.9K
|
171K
$10M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.61K- 17.07% |
$93.7K - $94.7K
|
7.84K
$460K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.63K- 24.92% |
$94.9K - $95.9K
|
4.92K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.66K- 3.61% |
$96.4K - $97.4K
|
44.3K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 19.59% |
$99.9K - $101K
|
7.06K
$414K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.75K- 10.19% |
$101K - $102K
|
15.4K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.79K- 3.2% |
$104K - $105K
|
54.2K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 1.12% |
$104K - $105K
|
159K
$9.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-1.9K- 0.84% |
$110K - $111K
|
225K
$13.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.92K- 7.48% |
$112K - $113K
|
23.8K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 4.06% |
$118K - $119K
|
47.8K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.11K- 16.19% |
$123K - $124K
|
10.9K
$641K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.11K- 29.74% |
$123K - $124K
|
4.99K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.15K- 31.48% |
$125K - $126K
|
4.68K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.2K- 1.44% |
$128K - $129K
|
151K
$8.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.28K- 15.91% |
$133K - $134K
|
12.1K
$708K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.5K- 25.51% |
$145K - $146K
|
7.29K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.53K- 6.03% |
$147K - $148K
|
39.4K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.57K- 13.24% |
$149K - $151K
|
16.9K
$989K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
SELL
|
- |
-2.62K- 1.21% |
$152K - $154K
|
213K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.67K- 18.91% |
$155K - $157K
|
11.4K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.68K- 3.4% |
$155K - $157K
|
76.1K
$4.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.73K- 12.69% |
$158K - $160K
|
18.8K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.87K- 11.12% |
$167K - $168K
|
22.9K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 5.56% |
$169K - $171K
|
49.4K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.93K- 8.54% |
$170K - $172K
|
31.4K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.04K- 3.44% |
$176K - $178K
|
85.2K
$4.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-3.04K- 47.13% |
$177K - $178K
|
3.41K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-3.06K- 56.05% |
$178K - $180K
|
2.4K
$141K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.1K- 18.89% |
$180K - $182K
|
13.3K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.11KClosed |
$180K - $182K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.12K- 22.81% |
$181K - $183K
|
10.6K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-3.44K- 3.19% |
$200K - $202K
|
104K
$6.12M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.49K- 12.78% |
$202K - $205K
|
23.8K
$1.4M
|