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
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.55K- 0.17% |
$206K - $208K
|
2.05M
$120M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3.56K- 4.8% |
$206K - $209K
|
70.5K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-3.59K- 1.48% |
$208K - $210K
|
238K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.7K- 8.51% |
$215K - $217K
|
39.8K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.89K- 14.3% |
$226K - $228K
|
23.3K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 16.97% |
$232K - $234K
|
19.5K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-4.08K- 11.46% |
$237K - $240K
|
31.5K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-4.1K- 32.64% |
$238K - $241K
|
8.46K
$496K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 17.32% |
$240K - $242K
|
19.7K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.25K- 13.06% |
$247K - $249K
|
28.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.27K- 0.56% |
$248K - $250K
|
754K
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.55K- 26.91% |
$264K - $267K
|
12.4K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-4.72K- 6.07% |
$274K - $277K
|
73K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-4.74K- 22.27% |
$275K - $278K
|
16.6K
$971K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.83K- 32.64% |
$281K - $284K
|
9.97K
$585K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.9K- 98.3% |
$285K - $288K
|
85
$4.98K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-4.93K- 43.44% |
$286K - $289K
|
6.42K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.97K- 7.15% |
$288K - $292K
|
64.5K
$3.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.09K- 25.84% |
$296K - $299K
|
14.6K
$857K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.15K- 8.03% |
$299K - $302K
|
59K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-5.17K- 12.32% |
$300K - $304K
|
36.8K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-5.19K- 1.54% |
$302K - $305K
|
332K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-5.19K- 11.73% |
$302K - $305K
|
39.1K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.32K- 49.9% |
$309K - $312K
|
5.35K
$313K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5.33K- 19.32% |
$310K - $313K
|
22.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.53K- 41.28% |
$321K - $324K
|
7.86K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-5.58K- 12.74% |
$324K - $327K
|
38.2K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.73K- 60.86% |
$333K - $336K
|
3.68K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-5.99K- 20.73% |
$348K - $352K
|
22.9K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.08K- 17.48% |
$353K - $357K
|
28.7K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.24K- 29.93% |
$362K - $366K
|
14.6K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 3.12% |
$375K - $379K
|
201K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.47K- 3.5% |
$376K - $380K
|
179K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.69K- 5.97% |
$388K - $393K
|
105K
$6.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 8.06% |
$391K - $395K
|
76.7K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.87K- 0.92% |
$399K - $403K
|
744K
$43.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-7.1K- 5.47% |
$412K - $417K
|
123K
$7.19M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-7.17K- 7.76% |
$417K - $421K
|
85.3K
$5M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-7.18K- 50.75% |
$417K - $421K
|
6.97K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-7.59K- 4.76% |
$441K - $445K
|
152K
$8.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-7.72K- 15.07% |
$449K - $453K
|
43.5K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.73K- 7.67% |
$449K - $453K
|
93K
$5.45M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-7.83K- 3.68% |
$455K - $459K
|
205K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-7.87K- 22.02% |
$457K - $462K
|
27.9K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-7.97K- 56.18% |
$463K - $468K
|
6.22K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.26K- 24.95% |
$480K - $485K
|
24.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-8.33K- 36.56% |
$484K - $489K
|
14.4K
$847K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.55K- 0.67% |
$496K - $502K
|
1.26M
$74.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.67K- 2.23% |
$504K - $509K
|
380K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-8.99K- 7.01% |
$522K - $528K
|
119K
$6.99M
|