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 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-261- 6.75% |
$15.2K - $15.4K
|
3.6K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-289- 2.55% |
$16.9K - $17K
|
11K
$649K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-290- 1.95% |
$16.9K - $17.1K
|
14.6K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-294- 7.81% |
$17.1K - $17.3K
|
3.47K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-317- 0.5% |
$18.5K - $18.7K
|
62.7K
$3.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-325- 4.23% |
$19K - $19.2K
|
7.36K
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-332- 1.45% |
$19.4K - $19.6K
|
22.6K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-353- 1.56% |
$20.6K - $20.8K
|
22.3K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-370- 3.39% |
$21.6K - $21.8K
|
10.6K
$621K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-413- 80.51% |
$24.1K - $24.3K
|
100
$5.89K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-418- 1.75% |
$24.4K - $24.6K
|
23.5K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
SELL
|
- |
-426- 2.69% |
$24.8K - $25.1K
|
15.4K
$909K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-429- 8.63% |
$25K - $25.3K
|
4.54K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-441- 11.36% |
$25.7K - $26K
|
3.44K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-455- 0.92% |
$26.5K - $26.8K
|
49.1K
$2.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-466- 7.34% |
$27.2K - $27.5K
|
5.88K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-471- 0.67% |
$27.5K - $27.8K
|
70K
$4.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-472- 1.42% |
$27.5K - $27.8K
|
32.7K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-475- 4.39% |
$27.7K - $28K
|
10.4K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-476- 0.2% |
$27.8K - $28.1K
|
237K
$14M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-503- 17.61% |
$29.3K - $29.7K
|
2.35K
$138K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-532- 6.66% |
$31K - $31.4K
|
7.46K
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-567- 5.68% |
$33.1K - $33.4K
|
9.41K
$554K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-569- 0.18% |
$33.2K - $33.5K
|
314K
$18.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-571- 3.58% |
$33.3K - $33.7K
|
15.4K
$906K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-599- 6.07% |
$34.9K - $35.3K
|
9.27K
$546K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-615- 5.82% |
$35.9K - $36.3K
|
9.95K
$586K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-646- 79.26% |
$37.7K - $38.1K
|
169
$9.95K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-659- 2.85% |
$38.4K - $38.8K
|
22.5K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-716- 0.84% |
$41.8K - $42.2K
|
84.5K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-725- 0.86% |
$42.3K - $42.7K
|
83.4K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-730- 1.41% |
$42.6K - $43K
|
51.2K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-745- 8.84% |
$43.4K - $43.9K
|
7.68K
$452K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-750- 13.33% |
$43.7K - $44.2K
|
4.88K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-767- 1.19% |
$44.7K - $45.2K
|
63.9K
$3.76M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-770- 16.2% |
$44.9K - $45.4K
|
3.98K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-774- 3.2% |
$45.1K - $45.6K
|
23.4K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-802- 10.0% |
$46.8K - $47.3K
|
7.22K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-830- 18.86% |
$48.4K - $48.9K
|
3.57K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-830- 14.41% |
$48.4K - $48.9K
|
4.93K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-855- 46.22% |
$49.9K - $50.4K
|
995
$58.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-892- 18.65% |
$52K - $52.6K
|
3.89K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-945- 47.3% |
$55.1K - $55.7K
|
1.05K
$62K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-948- 13.88% |
$55.3K - $55.9K
|
5.88K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-964- 5.15% |
$56.2K - $56.8K
|
17.7K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-974- 4.55% |
$56.8K - $57.4K
|
20.4K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.27% |
$60.1K - $60.7K
|
375K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-1.05K- 2.34% |
$61K - $61.7K
|
43.7K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 13.37% |
$61.5K - $62.2K
|
6.83K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 0.69% |
$63.8K - $64.5K
|
158K
$9.3M
|