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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-2.95K- 4.57% |
$172K - $174K
|
61.7K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 6.18% |
$172K - $174K
|
44.9K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-3.04K- 13.09% |
$178K - $179K
|
20.2K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.09K- 14.7% |
$180K - $182K
|
17.9K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.1K- 13.31% |
$181K - $183K
|
20.2K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.11K- 9.48% |
$181K - $183K
|
29.7K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-3.2K- 3.48% |
$186K - $188K
|
88.7K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 28.59% |
$188K - $190K
|
8.04K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 24.22% |
$188K - $190K
|
10.1K
$594K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.24K- 24.66% |
$189K - $191K
|
9.89K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.32K- 13.85% |
$194K - $196K
|
20.7K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 9.04% |
$198K - $200K
|
34.2K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.41K- 28.01% |
$199K - $201K
|
8.76K
$516K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-3.43K- 43.49% |
$200K - $202K
|
4.46K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.47K- 8.72% |
$202K - $205K
|
36.3K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.52K- 1.96% |
$205K - $207K
|
176K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.6K- 0.85% |
$210K - $212K
|
419K
$24.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.61K- 4.7% |
$210K - $213K
|
73.1K
$4.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.66K- 47.51% |
$213K - $216K
|
4.04K
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-3.77K- 2.73% |
$220K - $222K
|
134K
$7.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.79K- 1.09% |
$221K - $223K
|
343K
$20.2M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 7.7% |
$221K - $224K
|
45.5K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.84K- 4.36% |
$224K - $226K
|
84.2K
$4.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.89K- 3.92% |
$227K - $229K
|
95.1K
$5.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.96K- 16.99% |
$231K - $233K
|
19.3K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.04K- 16.99% |
$236K - $238K
|
19.8K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.06K- 20.75% |
$237K - $239K
|
15.5K
$912K
|
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-4.1K- 3.11% |
$239K - $242K
|
128K
$7.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.1K- 7.57% |
$239K - $242K
|
50.1K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.26K- 29.99% |
$248K - $251K
|
9.94K
$585K
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-4.27K- 22.71% |
$249K - $252K
|
14.5K
$855K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.35K- 7.42% |
$253K - $256K
|
54.2K
$3.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.36K- 40.64% |
$254K - $257K
|
6.36K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 3.51% |
$261K - $264K
|
123K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.49K- 1.18% |
$262K - $264K
|
376K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.49K- 14.19% |
$262K - $265K
|
27.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.57K- 2.47% |
$267K - $269K
|
181K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.6K- 2.57% |
$268K - $271K
|
174K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.68K- 52.88% |
$273K - $276K
|
4.17K
$246K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.78K- 21.47% |
$279K - $282K
|
17.5K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.8K- 43.45% |
$280K - $283K
|
6.25K
$368K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.83K- 1.5% |
$282K - $285K
|
316K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-4.88K- 8.26% |
$284K - $287K
|
54.2K
$3.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.91K- 16.1% |
$286K - $290K
|
25.6K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.97K- 18.97% |
$290K - $293K
|
21.2K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-5.03KClosed |
$293K - $296K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-5.03K- 13.18% |
$294K - $297K
|
33.1K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.11K- 16.23% |
$298K - $301K
|
26.4K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-5.13K- 12.27% |
$299K - $303K
|
36.7K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-5.15K- 7.32% |
$300K - $303K
|
65.1K
$3.83M
|