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 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10K+ 190.72% |
$583K - $589K
|
15.3K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10K+ 106.95% |
$581K - $587K
|
19.4K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
10K+ 12.55% |
$581K - $587K
|
89.7K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10KNew |
$581K - $587K
|
10K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
10K+ 222.22% |
$581K - $587K
|
14.5K
$850K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
9.91K+ 36.1% |
$575K - $581K
|
37.3K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
9.8K+ 2.83% |
$569K - $575K
|
355K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$546K - $552K
|
9.4K
$551K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
9.34KNew |
$543K - $548K
|
9.34K
$548K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.26KNew |
$538K - $543K
|
9.26K
$543K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
9.2K+ 8.12% |
$534K - $540K
|
122K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.07K+ 59.34% |
$527K - $532K
|
24.4K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.07K+ 39.77% |
$527K - $532K
|
31.9K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.06K+ 61.77% |
$526K - $532K
|
23.7K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
8.99KNew |
$522K - $527K
|
8.99K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8.88K+ 0.63% |
$516K - $521K
|
1.41M
$82.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
8.81K+ 25.02% |
$512K - $517K
|
44K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
8.69K+ 4.47% |
$505K - $510K
|
203K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.68K+ 4.19% |
$504K - $509K
|
216K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.67K+ 39.95% |
$503K - $509K
|
30.4K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
8.66K+ 12.21% |
$503K - $508K
|
79.5K
$4.66M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.65K+ 5.52% |
$502K - $507K
|
165K
$9.68M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.46K+ 47.61% |
$491K - $497K
|
26.2K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.34K+ 19.91% |
$484K - $489K
|
50.2K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
8.33K+ 13.07% |
$484K - $489K
|
72.1K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.22K+ 18.99% |
$478K - $483K
|
51.5K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.21K+ 10.93% |
$477K - $482K
|
83.4K
$4.89M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.09K+ 49.21% |
$470K - $475K
|
24.5K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7.98K+ 25.96% |
$464K - $469K
|
38.7K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.95KNew |
$461K - $466K
|
7.95K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.84K+ 18.19% |
$455K - $460K
|
50.9K
$2.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
7.63K+ 17.74% |
$443K - $448K
|
50.6K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.6K+ 21.62% |
$441K - $446K
|
42.7K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.36K+ 4.13% |
$427K - $432K
|
185K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7.36K+ 1.77% |
$427K - $432K
|
423K
$24.8M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.25K+ 8.98% |
$421K - $426K
|
88K
$5.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
7.13K+ 192.67% |
$414K - $418K
|
10.8K
$635K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.06K+ 23.55% |
$410K - $414K
|
37K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7K+ 22.91% |
$407K - $411K
|
37.6K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
BUY
|
- |
7KNew |
$406K - $411K
|
7K
$410K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
6.73K+ 24.77% |
$391K - $395K
|
33.9K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.71K+ 3.68% |
$389K - $394K
|
189K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.54K+ 7.07% |
$380K - $384K
|
99K
$5.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.5K+ 64.31% |
$378K - $382K
|
16.6K
$974K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.5K+ 147.82% |
$377K - $381K
|
10.9K
$639K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.48K+ 36.11% |
$376K - $380K
|
24.4K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
6.48K+ 123.54% |
$376K - $380K
|
11.7K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.39K+ 56.05% |
$371K - $375K
|
17.8K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.29KNew |
$365K - $369K
|
6.29K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.24K+ 5.12% |
$363K - $366K
|
128K
$7.51M
|