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
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
86.6K+ 6.87% |
$5.03M - $5.08M
|
1.35M
$79M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
85.6K+ 2.71% |
$4.97M - $5.03M
|
3.24M
$190M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
85.1K+ 88.8% |
$4.94M - $4.99M
|
181K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
84.8K+ 104.21% |
$4.93M - $4.98M
|
166K
$9.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
83.6K+ 13.38% |
$4.86M - $4.91M
|
709K
$41.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
77.6KNew |
$4.5M - $4.55M
|
77.6K
$4.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
77.3KNew |
$4.49M - $4.54M
|
77.3K
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
76K+ 42.84% |
$4.42M - $4.46M
|
254K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
75.1K+ 81.26% |
$4.36M - $4.41M
|
168K
$9.83M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
73KNew |
$4.24M - $4.29M
|
73K
$4.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68.9K+ 7.07% |
$4M - $4.05M
|
1.04M
$61.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
68.6K+ 30.36% |
$3.98M - $4.02M
|
294K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
True Wealth Financial Partners
|
BUY
|
- |
67.8K+ 376.26% |
$3.94M - $3.98M
|
85.9K
$5.04M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
64.2KNew |
$3.73M - $3.77M
|
64.2K
$3.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
62.4K+ 5.33% |
$3.62M - $3.66M
|
1.23M
$72.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
61.7KNew |
$3.58M - $3.62M
|
61.7K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60.9K+ 64.2% |
$3.53M - $3.57M
|
156K
$9.13M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
59.9K+ 113.66% |
$3.48M - $3.52M
|
113K
$6.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
59K+ 81.55% |
$3.42M - $3.46M
|
131K
$7.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
58.6KNew |
$3.4M - $3.44M
|
58.6K
$3.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
58KNew |
$3.37M - $3.4M
|
58K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
57.7K+ 8.23% |
$3.35M - $3.39M
|
759K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.8K+ 9.04% |
$3.3M - $3.33M
|
685K
$40.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
56.8K+ 591.96% |
$3.3M - $3.33M
|
66.4K
$3.89M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
56.6K+ 9.28% |
$3.28M - $3.32M
|
666K
$39M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
55.2K+ 51.69% |
$3.21M - $3.24M
|
162K
$9.5M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
55.1KNew |
$3.2M - $3.23M
|
55.1K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
51.9K+ 11.03% |
$3.01M - $3.05M
|
522K
$30.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
51.8K+ 51771.0% |
$3.01M - $3.04M
|
51.9K
$3.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
50.4K+ 2.93% |
$2.93M - $2.96M
|
1.77M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50K+ 95.8% |
$2.9M - $2.94M
|
102K
$5.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.6K+ 32.27% |
$2.88M - $2.91M
|
203K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
49.6K+ 417.42% |
$2.88M - $2.91M
|
61.5K
$3.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
49.4K+ 274.22% |
$2.87M - $2.9M
|
67.5K
$3.96M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48K+ 5.4% |
$2.79M - $2.82M
|
936K
$54.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
44.9K+ 35.18% |
$2.61M - $2.64M
|
173K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
43.4K+ 18.33% |
$2.52M - $2.55M
|
280K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
42.9K+ 2.43% |
$2.49M - $2.52M
|
1.81M
$106M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
40.7K+ 7.76% |
$2.37M - $2.39M
|
566K
$33.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
40.6K+ 22.53% |
$2.36M - $2.38M
|
221K
$13M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.9K+ 82.46% |
$2.32M - $2.34M
|
88.3K
$5.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
38.2KNew |
$2.22M - $2.24M
|
38.2K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.4K+ 24.24% |
$2.17M - $2.2M
|
192K
$11.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36.8K+ 36.83% |
$2.14M - $2.16M
|
137K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
36.4K+ 4.6% |
$2.12M - $2.14M
|
829K
$48.6M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35.5K+ 3.56% |
$2.06M - $2.08M
|
1.03M
$60.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.2KNew |
$2.05M - $2.07M
|
35.2K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
34.5KNew |
$2.01M - $2.03M
|
34.5K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
34.5K+ 360.25% |
$2M - $2.02M
|
44K
$2.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
34.2K+ 3.74% |
$1.99M - $2.01M
|
949K
$55.7M
|