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
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 2.28% |
$124K - $126K
|
96.3K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.05K+ 2.7% |
$119K - $120K
|
77.8K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
2.05K+ 5.24% |
$119K - $120K
|
41.1K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 17.15% |
$118K - $119K
|
13.8K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.99K+ 54.42% |
$116K - $117K
|
5.66K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1.99K+ 0.44% |
$116K - $117K
|
455K
$26.7M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.88K+ 26.07% |
$109K - $110K
|
9.1K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
1.82K+ 4.56% |
$106K - $107K
|
41.8K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 6.79% |
$105K - $106K
|
28.3K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.76K+ 7.7% |
$102K - $103K
|
24.6K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.75K+ 7.92% |
$102K - $103K
|
23.9K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
1.75K+ 21.12% |
$102K - $103K
|
10K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.73K+ 2.32% |
$100K - $101K
|
76.1K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.73K+ 90.55% |
$100K - $101K
|
3.63K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.7K+ 18.48% |
$98.7K - $99.8K
|
10.9K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.69K+ 5.81% |
$98.3K - $99.4K
|
30.9K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.68K+ 5.47% |
$97.7K - $98.7K
|
32.5K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.64K+ 0.77% |
$95.3K - $96.3K
|
213K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.56K+ 34.87% |
$90.4K - $91.3K
|
6.02K
$353K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 103.26% |
$90K - $91K
|
3.05K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
1.54KNew |
$89.5K - $90.4K
|
1.54K
$90.4K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.44K+ 17.02% |
$83.4K - $84.3K
|
9.87K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.42K+ 174.48% |
$82.6K - $83.5K
|
2.24K
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.37KNew |
$79.5K - $80.3K
|
1.37K
$80.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
1.33K+ 10.29% |
$77.2K - $78.1K
|
14.3K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.32K+ 6.9% |
$76.4K - $77.2K
|
20.4K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.3K+ 6.39% |
$75.5K - $76.3K
|
21.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.28K+ 35.47% |
$74.4K - $75.2K
|
4.89K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 1.03% |
$71.8K - $72.6K
|
121K
$7.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.22K+ 4.71% |
$70.6K - $71.4K
|
27K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.2KNew |
$69.8K - $70.5K
|
1.2K
$70.5K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 2.17% |
$67.9K - $68.7K
|
55K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 122.28% |
$67.9K - $68.6K
|
2.13K
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.14K+ 8.67% |
$66.4K - $67.1K
|
14.3K
$841K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
1.14K+ 4.18% |
$65.9K - $66.6K
|
28.3K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 22.9% |
$64.1K - $64.8K
|
5.93K
$348K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
1.01K+ 3.41% |
$58.9K - $59.5K
|
30.7K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 2.08% |
$58.1K - $58.7K
|
49K
$2.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
985+ 1.57% |
$57.2K - $57.8K
|
63.5K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
978+ 6.64% |
$56.8K - $57.4K
|
15.7K
$921K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
966+ 5.26% |
$56.1K - $56.7K
|
19.3K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
957New |
$55.6K - $56.2K
|
957
$56.1K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
957New |
$55.6K - $56.2K
|
957
$56.1K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
948+ 30.47% |
$55.1K - $55.6K
|
4.06K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
929+ 2.9% |
$53.9K - $54.5K
|
33K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
922+ 3.24% |
$53.5K - $54.1K
|
29.4K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
910New |
$52.8K - $53.4K
|
910
$53.4K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
901+ 9.62% |
$52.3K - $52.9K
|
10.3K
$602K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
886+ 24.09% |
$51.5K - $52K
|
4.56K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
885New |
$51.4K - $51.9K
|
885
$51.9K
|