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 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-9K- 65.05% |
$523K - $528K
|
4.84K
$284K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-9.28K- 1.32% |
$539K - $545K
|
692K
$40.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-9.6K- 13.93% |
$558K - $564K
|
59.4K
$3.48M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-9.76K- 64.98% |
$567K - $573K
|
5.26K
$309K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.89K- 24.48% |
$574K - $581K
|
30.5K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-10K- 10.46% |
$583K - $589K
|
85.9K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-10.7K- 4.04% |
$621K - $627K
|
254K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.8K- 70.55% |
$627K - $634K
|
4.51K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-10.8K- 7.16% |
$630K - $637K
|
141K
$8.25M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.9K- 42.48% |
$635K - $642K
|
14.8K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11K- 28.02% |
$638K - $644K
|
28.2K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.1K- 59.94% |
$642K - $649K
|
7.39K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 10.88% |
$653K - $660K
|
92K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-11.5K- 75.32% |
$667K - $674K
|
3.76K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12K- 33.25% |
$699K - $706K
|
24.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-12.1K- 29.56% |
$703K - $710K
|
28.8K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-12.4K- 10.4% |
$721K - $729K
|
107K
$6.27M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-13.6K- 99.89% |
$788K - $796K
|
15
$880
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14K- 3.89% |
$810K - $819K
|
345K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.4K- 44.02% |
$835K - $844K
|
18.3K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-14.9K- 65.39% |
$866K - $875K
|
7.89K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15K- 46.36% |
$869K - $879K
|
17.3K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-15.2K- 2.98% |
$885K - $895K
|
496K
$29.1M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-15.8K- 15.94% |
$916K - $926K
|
83.2K
$4.88M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-16K- 18.78% |
$929K - $939K
|
69.2K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 4.49% |
$952K - $962K
|
349K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-16.4K- 24.56% |
$954K - $964K
|
50.4K
$2.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-16.9K- 58.9% |
$980K - $990K
|
11.8K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-17.2K- 49.99% |
$1M - $1.01M
|
17.3K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-17.4K- 38.28% |
$1.01M - $1.02M
|
28K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-17.5K- 13.65% |
$1.02M - $1.03M
|
111K
$6.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-18K- 3.1% |
$1.05M - $1.06M
|
564K
$33.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19K- 4.09% |
$1.1M - $1.12M
|
446K
$26.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19.3K- 4.15% |
$1.12M - $1.14M
|
447K
$26.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-20.3K- 20.43% |
$1.18M - $1.19M
|
78.9K
$4.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-20.7K- 48.13% |
$1.2M - $1.21M
|
22.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.8K- 62.94% |
$1.21M - $1.22M
|
12.2K
$717K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-21.2K- 61.52% |
$1.23M - $1.24M
|
13.2K
$777K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-23K- 16.28% |
$1.34M - $1.35M
|
119K
$6.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 79.02% |
$1.42M - $1.43M
|
6.48K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.9K- 47.98% |
$1.56M - $1.58M
|
29.2K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-27.6K- 49.82% |
$1.6M - $1.62M
|
27.8K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28K- 42.66% |
$1.63M - $1.64M
|
37.7K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29.4K- 70.36% |
$1.71M - $1.73M
|
12.4K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.7K- 10.46% |
$1.84M - $1.86M
|
271K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.7K- 4.58% |
$1.9M - $1.92M
|
680K
$39.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.1K- 8.09% |
$1.92M - $1.95M
|
376K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-33.2K- 64.14% |
$1.93M - $1.95M
|
18.6K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-37.5K- 7.65% |
$2.18M - $2.2M
|
452K
$26.5M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.5K- 4.85% |
$2.18M - $2.2M
|
736K
$43.2M
|