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 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 1.05% |
$1.05K - $1.06K
|
1.74K
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 0.69% |
$639 - $646
|
1.62K
$94.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
10+ 0.17% |
$581 - $587
|
5.74K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3New |
$174 - $176
|
3
$176
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.26% |
$116 - $117
|
775
$45.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.89% |
$116 - $117
|
226
$13.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 0.8% |
$348 - $352
|
740
$43.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-17- 0.46% |
$987 - $998
|
3.65K
$214K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 65.91% |
$1.68K - $1.7K
|
15
$881
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-64- 0.39% |
$3.72K - $3.76K
|
16.2K
$952K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-85- 0.68% |
$4.94K - $4.99K
|
12.5K
$731K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-88- 0.16% |
$5.11K - $5.16K
|
54.5K
$3.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-109- 0.9% |
$6.33K - $6.4K
|
11.9K
$701K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-140- 1.21% |
$8.13K - $8.22K
|
11.4K
$671K
|
|
|
Apr 15, 2025
Q1 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-240- 2.77% |
$13.9K - $14.1K
|
8.42K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-327- 0.17% |
$19K - $19.2K
|
189K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-379- 4.43% |
$22K - $22.2K
|
8.18K
$480K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-424- 10.81% |
$24.6K - $24.9K
|
3.5K
$205K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.12K- 1.31% |
$64.7K - $65.4K
|
84.1K
$4.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.39K- 93.3% |
$80.9K - $81.8K
|
100
$5.87K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.2K- 1.44% |
$128K - $129K
|
151K
$8.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-2.67K- 18.91% |
$155K - $157K
|
11.4K
$672K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.73K- 12.69% |
$158K - $160K
|
18.8K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.1K- 18.89% |
$180K - $182K
|
13.3K
$782K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-3.12K- 22.81% |
$181K - $183K
|
10.6K
$620K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 17.32% |
$240K - $242K
|
19.7K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.25K- 13.06% |
$247K - $249K
|
28.3K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.9K- 98.3% |
$285K - $288K
|
85
$4.99K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-4.97K- 7.15% |
$288K - $292K
|
64.5K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.09K- 25.84% |
$296K - $299K
|
14.6K
$858K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-5.19K- 1.54% |
$302K - $305K
|
332K
$19.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-5.32K- 49.9% |
$309K - $312K
|
5.35K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-5.58K- 12.74% |
$324K - $327K
|
38.2K
$2.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.47K- 3.12% |
$375K - $379K
|
201K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.47K- 3.5% |
$376K - $380K
|
179K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-6.69K- 5.97% |
$388K - $393K
|
105K
$6.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.73K- 8.06% |
$391K - $395K
|
76.7K
$4.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-7.17K- 7.76% |
$417K - $421K
|
85.3K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-7.18K- 50.75% |
$417K - $421K
|
6.97K
$409K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-7.72K- 15.07% |
$449K - $453K
|
43.5K
$2.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-7.97K- 56.18% |
$463K - $468K
|
6.22K
$365K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-8.67K- 2.23% |
$504K - $509K
|
380K
$22.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-9.28K- 1.32% |
$539K - $545K
|
692K
$40.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-9.6K- 13.93% |
$558K - $564K
|
59.4K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14.4K- 44.02% |
$835K - $844K
|
18.3K
$1.07M
|
|
|
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
$4.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-24.4K- 79.02% |
$1.42M - $1.43M
|
6.48K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28K- 42.66% |
$1.63M - $1.64M
|
37.7K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45K- 19.8% |
$2.62M - $2.64M
|
182K
$10.7M
|