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 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
5.18K+ 2.89% |
$301K - $304K
|
184K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.04K+ 5.1% |
$293K - $296K
|
104K
$6.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.69KNew |
$272K - $275K
|
4.69K
$275K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.56K+ 167.82% |
$265K - $268K
|
7.27K
$427K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 3.65% |
$260K - $263K
|
127K
$7.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.44KNew |
$258K - $261K
|
4.44K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.39KNew |
$255K - $258K
|
4.39K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.37KNew |
$253K - $256K
|
4.37K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.26KNew |
$248K - $250K
|
4.26K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.23K+ 13.35% |
$246K - $248K
|
35.9K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.89K+ 1.96% |
$226K - $228K
|
203K
$11.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.85KNew |
$224K - $226K
|
3.85K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.82K+ 136.81% |
$222K - $224K
|
6.61K
$388K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.78K+ 313.0% |
$220K - $222K
|
4.99K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.52KNew |
$204K - $206K
|
3.52K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.49K+ 3.94% |
$203K - $205K
|
92K
$5.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.41K+ 11.46% |
$198K - $200K
|
33.2K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.24KNew |
$188K - $190K
|
3.24K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.19K+ 29.59% |
$185K - $187K
|
14K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.7K+ 6.26% |
$157K - $158K
|
45.8K
$2.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.57KNew |
$149K - $151K
|
2.57K
$151K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.18K+ 37.48% |
$127K - $128K
|
7.99K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.17K+ 42.39% |
$126K - $127K
|
7.29K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.75K+ 21.12% |
$102K - $103K
|
10K
$590K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.64K+ 0.77% |
$95.3K - $96.3K
|
213K
$12.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 103.26% |
$90K - $91K
|
3.05K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.42K+ 174.48% |
$82.6K - $83.5K
|
2.24K
$131K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
1.33K+ 10.29% |
$77.2K - $78.1K
|
14.3K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.22K+ 4.71% |
$70.6K - $71.4K
|
27K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.14K+ 8.67% |
$66.4K - $67.1K
|
14.3K
$842K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
985+ 1.57% |
$57.2K - $57.8K
|
63.5K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
929+ 2.9% |
$53.9K - $54.5K
|
33K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
868+ 0.53% |
$50.4K - $50.9K
|
164K
$9.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
586New |
$34K - $34.4K
|
586
$34.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
568+ 1.19% |
$33K - $33.3K
|
48.5K
$2.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
555+ 13.54% |
$32.2K - $32.6K
|
4.65K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
536+ 4.66% |
$31.1K - $31.5K
|
12K
$706K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
322+ 1.9% |
$18.7K - $18.9K
|
17.3K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
308+ 0.25% |
$17.9K - $18.1K
|
123K
$7.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
253+ 1.61% |
$14.7K - $14.8K
|
16K
$939K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 7.7% |
$12.7K - $12.8K
|
3.05K
$179K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$11.6K - $11.7K
|
200
$11.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
197+ 0.83% |
$11.4K - $11.6K
|
24K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.77% |
$11.4K - $11.5K
|
11.3K
$662K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
186+ 2.53% |
$10.8K - $10.9K
|
7.53K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
156+ 0.68% |
$9.06K - $9.16K
|
23.3K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
112New |
$6.5K - $6.57K
|
112
$6.58K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
94+ 0.67% |
$5.46K - $5.52K
|
14.2K
$831K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
62+ 0.31% |
$3.6K - $3.64K
|
20.2K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
46+ 0.68% |
$2.67K - $2.7K
|
6.84K
$401K
|