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 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.23KNew |
$362K - $366K
|
6.23K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.09K+ 283.12% |
$353K - $357K
|
8.24K
$483K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.69K+ 8.82% |
$331K - $334K
|
70.3K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
5.68KNew |
$330K - $333K
|
5.68K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5.66K+ 3.41% |
$329K - $332K
|
171K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
5.61KNew |
$326K - $329K
|
5.61K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.54K+ 8.49% |
$321K - $325K
|
70.7K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.45K+ 1.65% |
$317K - $320K
|
335K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.43KNew |
$315K - $319K
|
5.43K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.39K+ 38.02% |
$313K - $316K
|
19.6K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.32KNew |
$309K - $312K
|
5.32K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.3K+ 102.61% |
$308K - $311K
|
10.5K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.24K+ 23.36% |
$304K - $307K
|
27.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.23K+ 18.61% |
$304K - $307K
|
33.3K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
5.19KNew |
$301K - $304K
|
5.19K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
5.18K+ 2.89% |
$301K - $304K
|
184K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.18K+ 150.06% |
$301K - $304K
|
8.63K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.11KNew |
$297K - $300K
|
5.11K
$300K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.08K+ 0.99% |
$295K - $298K
|
520K
$30.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
5.04K+ 5.1% |
$293K - $296K
|
104K
$6.09M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.01K+ 16.82% |
$291K - $294K
|
34.8K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.97KNew |
$289K - $292K
|
4.97K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.87KNew |
$283K - $286K
|
4.87K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.83K+ 2.47% |
$280K - $283K
|
200K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.74K+ 9.1% |
$275K - $278K
|
56.8K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.69KNew |
$272K - $275K
|
4.69K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
4.69KNew |
$272K - $275K
|
4.69K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.69K+ 41.32% |
$272K - $275K
|
16K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.63KNew |
$269K - $272K
|
4.63K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.63K+ 3.4% |
$269K - $272K
|
141K
$8.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.62KNew |
$268K - $271K
|
4.62K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.59KNew |
$267K - $269K
|
4.59K
$269K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.56K+ 167.82% |
$265K - $268K
|
7.27K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.51K+ 84.76% |
$262K - $264K
|
9.82K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
4.5K+ 1584.51% |
$261K - $264K
|
4.78K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.49K+ 69.62% |
$261K - $264K
|
10.9K
$642K
|
|
|
Apr 11, 2025
Q1 2025
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 3.65% |
$260K - $263K
|
127K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.47K+ 42.99% |
$259K - $262K
|
14.9K
$871K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.44KNew |
$258K - $261K
|
4.44K
$260K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
4.4KNew |
$256K - $258K
|
4.4K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.39KNew |
$255K - $258K
|
4.39K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.37KNew |
$253K - $256K
|
4.37K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.35K+ 3.61% |
$252K - $255K
|
125K
$7.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.31K+ 67.19% |
$250K - $253K
|
10.7K
$628K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.27K+ 6.08% |
$248K - $251K
|
74.5K
$4.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.26KNew |
$248K - $250K
|
4.26K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.25KNew |
$247K - $249K
|
4.25K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
4.23K+ 13.35% |
$246K - $248K
|
35.9K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.22K+ 31.38% |
$245K - $248K
|
17.7K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
4.18KNew |
$243K - $245K
|
4.18K
$245K
|