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 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
15.7K+ 5.35% |
$912K - $922K
|
309K
$18.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
15.7K+ 8.28% |
$912K - $922K
|
205K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
15.6K+ 54.69% |
$906K - $916K
|
44.1K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.5K+ 86.61% |
$899K - $909K
|
33.4K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
15.5K+ 5.87% |
$899K - $909K
|
279K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
15.3K+ 1.58% |
$887K - $897K
|
980K
$57.5M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
15.3KNew |
$886K - $896K
|
15.3K
$895K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
15.3K+ 8.84% |
$886K - $896K
|
188K
$11M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15.2K+ 6.09% |
$885K - $894K
|
265K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
15.2K+ 164.61% |
$885K - $894K
|
24.5K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.2K+ 7.21% |
$883K - $893K
|
226K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
15.2KNew |
$880K - $889K
|
15.2K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
15.1K+ 12.55% |
$879K - $889K
|
136K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 0.74% |
$878K - $887K
|
2.05M
$120M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
15K+ 99746.67% |
$869K - $878K
|
15K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
14.7K+ 29.55% |
$853K - $862K
|
64.4K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.6K+ 10.27% |
$847K - $856K
|
157K
$9.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.5K+ 74.47% |
$840K - $849K
|
33.9K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
14.4K+ 5.72% |
$836K - $845K
|
266K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.2KNew |
$825K - $834K
|
14.2K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
14.1K+ 3.9% |
$817K - $826K
|
375K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.1K+ 57.77% |
$817K - $826K
|
38.4K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
13.8KNew |
$800K - $809K
|
13.8K
$808K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 7.01% |
$777K - $786K
|
204K
$12M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13.4K+ 23.54% |
$776K - $784K
|
70.1K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.3K+ 14.1% |
$774K - $782K
|
108K
$6.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.2K+ 19.65% |
$768K - $777K
|
80.6K
$4.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
13.2K+ 1.7% |
$764K - $773K
|
786K
$46.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.7K+ 11.37% |
$740K - $748K
|
125K
$7.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
12.7K+ 5.59% |
$737K - $744K
|
239K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 3.39% |
$707K - $714K
|
371K
$21.8M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.1KNew |
$701K - $709K
|
12.1K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 3.57% |
$698K - $706K
|
349K
$20.5M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
12K+ 651.33% |
$697K - $705K
|
13.8K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12K+ 5.27% |
$695K - $702K
|
239K
$14M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
11.7K+ 6.8% |
$682K - $689K
|
184K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
11.7K+ 1.65% |
$680K - $687K
|
722K
$42.3M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
11.6K+ 8.43% |
$675K - $683K
|
150K
$8.77M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 30.82% |
$675K - $682K
|
49.3K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11.4K+ 29.07% |
$661K - $668K
|
50.5K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11.3K+ 110.24% |
$655K - $662K
|
21.5K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
11KNew |
$641K - $648K
|
11K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
11K+ 69.23% |
$640K - $647K
|
27K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
11KNew |
$638K - $645K
|
11K
$644K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.6K+ 32.76% |
$613K - $620K
|
42.8K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$610K - $617K
|
10.5K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
10.3K+ 26.17% |
$598K - $605K
|
49.7K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.3KNew |
$598K - $605K
|
10.3K
$604K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
10.3K+ 5.58% |
$596K - $603K
|
194K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.3KNew |
$596K - $602K
|
10.3K
$601K
|