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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366K- 10.91% |
$21.3M - $21.5M
|
2.99M
$176M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-482K- 98.46% |
$28M - $28.3M
|
7.53K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-493K- 98.84% |
$28.6M - $28.9M
|
5.76K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-610K- 99.26% |
$35.4M - $35.8M
|
4.56K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-687K- 35.9% |
$39.9M - $40.3M
|
1.23M
$72.2M
|
|
|
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
$85.7M
|
|
|
May 06, 2025
Q1 2025
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-886K- 58.97% |
$51.5M - $52M
|
617K
$36.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.28M- 66.05% |
$74.6M - $75.4M
|
661K
$38.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.41M- 40.94% |
$81.8M - $82.7M
|
2.03M
$120M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-10.8M- 98.3% |
$626M - $633M
|
187K
$11M
|