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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32K+ 7.54% |
$1.86M - $1.88M
|
457K
$26.8M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
31K+ 7.3% |
$1.8M - $1.82M
|
456K
$26.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30.7K+ 30.26% |
$1.78M - $1.8M
|
132K
$7.76M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.2K+ 153.03% |
$1.76M - $1.77M
|
50K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30K+ 3.06% |
$1.74M - $1.76M
|
1.01M
$59.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
29.9K+ 3.98% |
$1.73M - $1.75M
|
780K
$45.7M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
29.6K+ 4.12% |
$1.72M - $1.74M
|
748K
$43.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.4K+ 5.39% |
$1.65M - $1.67M
|
555K
$32.6M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
27.2K+ 20.01% |
$1.58M - $1.6M
|
163K
$9.58M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27K+ 36.88% |
$1.57M - $1.58M
|
100K
$5.87M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
26.8K+ 14.15% |
$1.56M - $1.57M
|
216K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
26.1K+ 15.81% |
$1.52M - $1.53M
|
191K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.9K+ 26.64% |
$1.5M - $1.52M
|
123K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$1.5M - $1.51M
|
25.8K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
25.4K+ 22.52% |
$1.47M - $1.49M
|
138K
$8.09M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
25.2K+ 2.23% |
$1.47M - $1.48M
|
1.16M
$67.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Barton Investment Management
|
BUY
|
- |
24.9KNew |
$1.45M - $1.46M
|
24.9K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.7KNew |
$1.43M - $1.45M
|
24.7K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
24.2K+ 128.45% |
$1.41M - $1.42M
|
43.1K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
23.9KNew |
$1.39M - $1.4M
|
23.9K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
23.2K+ 3.43% |
$1.35M - $1.36M
|
699K
$41M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
22.8K+ 7.63% |
$1.33M - $1.34M
|
322K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
22.8K+ 10.58% |
$1.32M - $1.34M
|
238K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22.3K+ 73.09% |
$1.3M - $1.31M
|
52.9K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
22.3KNew |
$1.29M - $1.31M
|
22.3K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
22.2K+ 14.11% |
$1.29M - $1.31M
|
180K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
22.2K+ 7.02% |
$1.29M - $1.3M
|
339K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
22KNew |
$1.28M - $1.29M
|
22K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
22K+ 8.25% |
$1.28M - $1.29M
|
288K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
21.7K+ 139.51% |
$1.26M - $1.28M
|
37.3K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
21.4K+ 1.84% |
$1.24M - $1.25M
|
1.18M
$69.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
20.4K+ 14.65% |
$1.19M - $1.2M
|
160K
$9.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
19.8K+ 4.64% |
$1.15M - $1.16M
|
447K
$26.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.3K+ 15.78% |
$1.12M - $1.13M
|
141K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18.7K+ 14.27% |
$1.09M - $1.1M
|
150K
$8.79M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.3K+ 21.6% |
$1.06M - $1.08M
|
103K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18.2K+ 6.13% |
$1.06M - $1.07M
|
315K
$18.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18K+ 5.33% |
$1.05M - $1.06M
|
355K
$20.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.8K+ 45.86% |
$1.03M - $1.04M
|
56.5K
$3.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
17.7K+ 8.33% |
$1.03M - $1.04M
|
231K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
17.5K+ 10.59% |
$1.02M - $1.03M
|
183K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.2K+ 61.81% |
$1M - $1.01M
|
45.1K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
17K+ 25.97% |
$988K - $998K
|
82.5K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
16.5K+ 4.54% |
$959K - $970K
|
380K
$22.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
16.4K+ 1.99% |
$955K - $965K
|
845K
$49.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 15.12% |
$947K - $957K
|
124K
$7.28M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
16.2K+ 3.03% |
$939K - $949K
|
550K
$32.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
16KNew |
$927K - $937K
|
16K
$936K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
15.9K+ 4.75% |
$920K - $930K
|
350K
$20.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.8K+ 190.45% |
$916K - $925K
|
24K
$1.41M
|