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 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
4.12K+ 19.51% |
$239K - $242K
|
25.2K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.08K+ 27.28% |
$237K - $240K
|
19.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.95K+ 67.3% |
$229K - $232K
|
9.82K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
3.89K+ 1.96% |
$226K - $228K
|
203K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.86KNew |
$224K - $227K
|
3.86K
$227K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3.86K+ 5.21% |
$224K - $227K
|
78K
$4.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.85KNew |
$224K - $226K
|
3.85K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
3.82K+ 136.81% |
$222K - $224K
|
6.61K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
3.8KNew |
$221K - $223K
|
3.8K
$223K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.78K+ 313.0% |
$220K - $222K
|
4.99K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.78K+ 2660.56% |
$219K - $222K
|
3.92K
$230K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.78K+ 44.57% |
$219K - $222K
|
12.3K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.75KNew |
$218K - $220K
|
3.75K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.6K+ 25.2% |
$209K - $211K
|
17.9K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.56K+ 8.65% |
$207K - $209K
|
44.7K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 2.07% |
$205K - $207K
|
174K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.52KNew |
$204K - $207K
|
3.52K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.52KNew |
$204K - $206K
|
3.52K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.5KNew |
$203K - $205K
|
3.5K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
3.49K+ 3.94% |
$203K - $205K
|
92K
$5.39M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.45K+ 1.84% |
$200K - $203K
|
191K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
3.43KNew |
$199K - $201K
|
3.43K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
3.41K+ 11.46% |
$198K - $200K
|
33.2K
$1.95M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.35K+ 79.94% |
$195K - $197K
|
7.55K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.24KNew |
$188K - $190K
|
3.24K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.19K+ 29.59% |
$185K - $187K
|
14K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.16K+ 1.71% |
$183K - $185K
|
188K
$11M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.09K+ 6.18% |
$179K - $181K
|
53.1K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.03K+ 4.13% |
$176K - $178K
|
76.5K
$4.49M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
3.03K+ 0.3% |
$176K - $178K
|
1.03M
$60.1M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.95K+ 6.65% |
$171K - $173K
|
47.3K
$2.77M
|
|
|
May 07, 2025
Q1 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.89K+ 43.98% |
$168K - $170K
|
9.47K
$555K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.79K+ 36.78% |
$162K - $164K
|
10.4K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.78K+ 92.33% |
$161K - $163K
|
5.79K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.74K+ 33.41% |
$159K - $161K
|
10.9K
$641K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.73K+ 4.8% |
$159K - $160K
|
59.6K
$3.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.71K+ 0.69% |
$157K - $159K
|
393K
$23M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.7K+ 6.26% |
$157K - $158K
|
45.8K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.63K+ 25.35% |
$153K - $154K
|
13K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
2.58K+ 15.91% |
$150K - $151K
|
18.8K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2.57KNew |
$149K - $151K
|
2.57K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 28.81% |
$146K - $148K
|
11.3K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.52K+ 23.26% |
$146K - $148K
|
13.3K
$782K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.45K+ 4.95% |
$142K - $144K
|
51.9K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.45K+ 13.19% |
$142K - $144K
|
21K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.41K+ 27.85% |
$140K - $141K
|
11K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.39K+ 1.56% |
$139K - $140K
|
156K
$9.14M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
2.3KNew |
$134K - $135K
|
2.3K
$135K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.18K+ 37.48% |
$127K - $128K
|
7.99K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.17K+ 42.39% |
$126K - $127K
|
7.29K
$427K
|