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
|
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
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-41.5K- 42.87% |
$2.41M - $2.44M
|
55.4K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43.9K- 36.14% |
$2.55M - $2.58M
|
77.6K
$4.55M
|
|
|
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
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-48.6K- 39.29% |
$2.82M - $2.85M
|
75.1K
$4.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.8K- 8.18% |
$2.89M - $2.92M
|
559K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-52.2K- 6.57% |
$3.03M - $3.07M
|
743K
$43.5M
|
|
|
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
$7.38M
|
|
|
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
$685K
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-85.1K- 15.21% |
$4.94M - $5M
|
475K
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-85.4K- 40.57% |
$4.96M - $5.01M
|
125K
$7.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.5K- 47.96% |
$5.08M - $5.14M
|
95K
$5.57M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 81.97% |
$5.33M - $5.38M
|
20.2K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-96.7K- 21.81% |
$5.61M - $5.67M
|
347K
$20.3M
|
|
|
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
$8.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-121K- 10.84% |
$7M - $7.08M
|
992K
$58.2M
|
|
|
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
$60M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-165K- 33.24% |
$9.57M - $9.67M
|
331K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-184K- 19.28% |
$10.7M - $10.8M
|
770K
$45.1M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-200K- 93.27% |
$11.6M - $11.7M
|
14.4K
$846K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-202K- 95.96% |
$11.7M - $11.9M
|
8.5K
$498K
|
|
|
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
$405M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-226K- 30.73% |
$13.1M - $13.3M
|
510K
$29.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-237K- 25.68% |
$13.8M - $13.9M
|
686K
$40.2M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-292K- 97.93% |
$16.9M - $17.1M
|
6.15K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-346K- 92.29% |
$20.1M - $20.3M
|
28.9K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366K- 10.91% |
$21.3M - $21.5M
|
2.99M
$175M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-482K- 98.46% |
$28M - $28.3M
|
7.53K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-493K- 98.84% |
$28.6M - $28.9M
|
5.76K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-610K- 99.26% |
$35.4M - $35.8M
|
4.56K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-687K- 35.9% |
$39.9M - $40.3M
|
1.23M
$71.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-688K- 96.93% |
$40M - $40.4M
|
21.8K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-822K- 36.06% |
$47.7M - $48.2M
|
1.46M
$85.4M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-886K- 58.97% |
$51.5M - $52M
|
617K
$36.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28M- 66.05% |
$74.6M - $75.4M
|
661K
$38.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.41M- 40.94% |
$81.8M - $82.7M
|
2.03M
$119M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.8M- 98.3% |
$626M - $633M
|
187K
$11M
|