Purchases and Sales Made in Q2 2025 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
145+ 0.77% |
$8.46K - $8.55K
|
18.9K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
135+ 2.15% |
$7.87K - $7.96K
|
6.43K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
135+ 1.09% |
$7.87K - $7.96K
|
12.5K
$738K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
132+ 1.34% |
$7.7K - $7.78K
|
9.95K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
131+ 1.44% |
$7.64K - $7.72K
|
9.23K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
130+ 0.73% |
$7.58K - $7.66K
|
18K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
127+ 1.02% |
$7.41K - $7.49K
|
12.6K
$741K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
126+ 0.15% |
$7.35K - $7.43K
|
82.6K
$4.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 1.09% |
$7.29K - $7.37K
|
11.6K
$680K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
97+ 0.07% |
$5.66K - $5.72K
|
131K
$7.69M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
91+ 40.63% |
$5.31K - $5.36K
|
315
$18.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
83+ 0.81% |
$4.84K - $4.89K
|
10.4K
$611K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
82+ 0.18% |
$4.78K - $4.83K
|
45.9K
$2.7M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
81+ 0.73% |
$4.72K - $4.77K
|
11.2K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
79+ 0.81% |
$4.61K - $4.66K
|
9.86K
$580K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
76+ 1.04% |
$4.43K - $4.48K
|
7.36K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 10.14% |
$4.37K - $4.42K
|
815
$48K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71+ 1.04% |
$4.14K - $4.19K
|
6.91K
$407K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 0.71% |
$4.08K - $4.13K
|
9.94K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
62New |
$3.62K - $3.65K
|
62
$3.65K
|
|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
60+ 1.06% |
$3.5K - $3.54K
|
5.74K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
57+ 1.66% |
$3.32K - $3.36K
|
3.49K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
54+ 1.27% |
$3.15K - $3.18K
|
4.32K
$254K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
53+ 0.18% |
$3.09K - $3.12K
|
30.1K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
49+ 1.15% |
$2.86K - $2.89K
|
4.3K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
48+ 0.63% |
$2.8K - $2.83K
|
7.63K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47+ 0.34% |
$2.74K - $2.77K
|
13.9K
$817K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
38+ 0.53% |
$2.22K - $2.24K
|
7.18K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
37New |
$2.16K - $2.18K
|
37
$2.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
35+ 0.51% |
$2.04K - $2.06K
|
6.88K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 1.04% |
$2.04K - $2.06K
|
3.41K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
32+ 0.87% |
$1.87K - $1.89K
|
3.7K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.02% |
$1.87K - $1.89K
|
205K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
29+ 0.39% |
$1.69K - $1.71K
|
7.53K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$1.57K - $1.59K
|
27
$1.59K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
26+ 0.59% |
$1.52K - $1.53K
|
4.46K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 1.03% |
$1.34K - $1.36K
|
2.26K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.14% |
$1.34K - $1.36K
|
16.1K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19+ 0.06% |
$1.11K - $1.12K
|
33K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 1.05% |
$991 - $1K
|
1.63K
$96.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$875 - $884
|
15
$883
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.12% |
$816 - $825
|
11.5K
$674K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13+ 0.14% |
$758 - $766
|
9.27K
$546K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10+ 1.04% |
$583 - $590
|
967
$56.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.07% |
$350 - $354
|
8.28K
$487K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
5New |
$292 - $295
|
5
$294
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.36% |
$175 - $177
|
827
$48.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$175 - $177
|
778
$45.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.88% |
$117 - $118
|
228
$13.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.01% |
$117 - $118
|
28.7K
$1.69M
|