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 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
868+ 0.53% |
$50.4K - $50.9K
|
164K
$9.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
867+ 48.11% |
$50.3K - $50.9K
|
2.67K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
858+ 18.0% |
$49.8K - $50.4K
|
5.63K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
810+ 5.31% |
$47K - $47.5K
|
16.1K
$943K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
775New |
$45K - $45.5K
|
775
$45.4K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
762+ 10.1% |
$44.2K - $44.7K
|
8.3K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
729+ 0.65% |
$42.3K - $42.8K
|
113K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
716+ 8.52% |
$41.6K - $42K
|
9.12K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
706+ 16.55% |
$41K - $41.4K
|
4.97K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
684+ 13.77% |
$39.7K - $40.1K
|
5.65K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
670+ 8.18% |
$38.9K - $39.3K
|
8.86K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
658+ 5.57% |
$38.2K - $38.6K
|
12.5K
$731K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
647+ 0.49% |
$37.6K - $38K
|
132K
$7.73M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
599+ 6.46% |
$34.8K - $35.2K
|
9.87K
$579K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
597+ 0.93% |
$34.7K - $35K
|
64.7K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
587+ 7.79% |
$34.1K - $34.5K
|
8.12K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
586New |
$34K - $34.4K
|
586
$34.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
568+ 1.19% |
$33K - $33.3K
|
48.5K
$2.84M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
557+ 1.92% |
$32.3K - $32.7K
|
29.5K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
555+ 13.54% |
$32.2K - $32.6K
|
4.65K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
536+ 4.66% |
$31.1K - $31.5K
|
12K
$706K
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
499New |
$29K - $29.3K
|
499
$29.3K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
455New |
$26.4K - $26.7K
|
455
$26.7K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
433+ 2.49% |
$25.1K - $25.4K
|
17.8K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
415+ 4.58% |
$24.1K - $24.4K
|
9.47K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
377New |
$21.9K - $22.1K
|
377
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
363+ 1.59% |
$21.1K - $21.3K
|
23.1K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
322+ 1.9% |
$18.7K - $18.9K
|
17.3K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
308+ 0.25% |
$17.9K - $18.1K
|
123K
$7.19M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
296+ 0.5% |
$17.2K - $17.4K
|
60K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
280+ 3.18% |
$16.3K - $16.4K
|
9.09K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
268+ 23.86% |
$15.6K - $15.7K
|
1.39K
$81.6K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
258New |
$15K - $15.1K
|
258
$15.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
253+ 1.61% |
$14.7K - $14.8K
|
16K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
238+ 3.24% |
$13.8K - $14K
|
7.59K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
230+ 27.19% |
$13.4K - $13.5K
|
1.08K
$63.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
229+ 7.28% |
$13.3K - $13.4K
|
3.38K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
223New |
$12.9K - $13.1K
|
223
$13.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 7.7% |
$12.7K - $12.8K
|
3.05K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
214+ 0.76% |
$12.4K - $12.6K
|
28.5K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
200New |
$11.6K - $11.7K
|
200
$11.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
197+ 0.83% |
$11.4K - $11.6K
|
24K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196+ 1.77% |
$11.4K - $11.5K
|
11.3K
$661K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
186+ 2.53% |
$10.8K - $10.9K
|
7.53K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
184+ 2.25% |
$10.7K - $10.8K
|
8.36K
$490K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
167New |
$9.7K - $9.8K
|
167
$9.79K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
158+ 0.25% |
$9.18K - $9.27K
|
62.5K
$3.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
156+ 0.68% |
$9.06K - $9.16K
|
23.3K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
146+ 0.12% |
$8.48K - $8.57K
|
119K
$6.96M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
143+ 1.26% |
$8.3K - $8.39K
|
11.5K
$675K
|