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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19.3K- 4.15% |
$1.12M - $1.14M
|
447K
$26.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-20.3K- 20.43% |
$1.18M - $1.19M
|
78.9K
$4.65M
|
|
|
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
$720K
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-21.2K- 61.52% |
$1.23M - $1.24M
|
13.2K
$779K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-23K- 16.28% |
$1.34M - $1.35M
|
119K
$6.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 79.02% |
$1.42M - $1.43M
|
6.48K
$381K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.9K- 47.98% |
$1.56M - $1.58M
|
29.2K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-27.6K- 49.82% |
$1.6M - $1.62M
|
27.8K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28K- 42.66% |
$1.63M - $1.64M
|
37.7K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-29.4K- 70.36% |
$1.71M - $1.73M
|
12.4K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31.7K- 10.46% |
$1.84M - $1.86M
|
271K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.7K- 4.58% |
$1.9M - $1.92M
|
680K
$40M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-33.1K- 8.09% |
$1.92M - $1.95M
|
376K
$22.2M
|
|
|
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
$26.6M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-37.5K- 4.85% |
$2.18M - $2.2M
|
736K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-37.8K- 9.52% |
$2.19M - $2.22M
|
359K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-41.4K- 40.45% |
$2.41M - $2.43M
|
61K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.5K- 42.87% |
$2.41M - $2.44M
|
55.4K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43.9K- 36.14% |
$2.55M - $2.58M
|
77.6K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45K- 19.8% |
$2.62M - $2.64M
|
182K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-48.2K- 41.7% |
$2.8M - $2.83M
|
67.3K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-48.6K- 39.29% |
$2.82M - $2.85M
|
75.1K
$4.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.8K- 8.18% |
$2.89M - $2.92M
|
559K
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-52.2K- 6.57% |
$3.03M - $3.07M
|
743K
$43.7M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-56.4K- 14.64% |
$3.27M - $3.31M
|
329K
$19.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-57.9K- 31.5% |
$3.36M - $3.4M
|
126K
$7.41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-74.9K- 3.59% |
$4.35M - $4.39M
|
2.01M
$118M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-79.3K- 87.17% |
$4.61M - $4.65M
|
11.7K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-85.1K- 15.21% |
$4.94M - $5M
|
475K
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-85.4K- 40.57% |
$4.96M - $5.01M
|
125K
$7.37M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.5K- 47.96% |
$5.08M - $5.14M
|
95K
$5.59M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 81.97% |
$5.33M - $5.38M
|
20.2K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-96.7K- 21.81% |
$5.61M - $5.67M
|
347K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 3.15% |
$5.85M - $5.92M
|
3.1M
$182M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-107K- 42.93% |
$6.21M - $6.28M
|
142K
$8.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-121K- 10.84% |
$7M - $7.08M
|
992K
$58.4M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-122K- 82.38% |
$7.11M - $7.18M
|
26.2K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-143K- 12.24% |
$8.29M - $8.37M
|
1.02M
$60.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-165K- 33.24% |
$9.57M - $9.67M
|
331K
$19.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-184K- 19.28% |
$10.7M - $10.8M
|
770K
$45.3M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-200K- 93.27% |
$11.6M - $11.7M
|
14.4K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-202K- 95.96% |
$11.7M - $11.9M
|
8.5K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-205K- 53.73% |
$11.9M - $12M
|
177K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-221K- 3.09% |
$12.8M - $12.9M
|
6.91M
$407M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-226K- 30.73% |
$13.1M - $13.3M
|
510K
$30M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-237K- 25.68% |
$13.8M - $13.9M
|
686K
$40.4M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-292K- 97.93% |
$16.9M - $17.1M
|
6.15K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-346K- 92.29% |
$20.1M - $20.3M
|
28.9K
$1.7M
|