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 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-17.1K- 44.82% |
$998K - $1.01M
|
21.1K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17.1K- 13.71% |
$999K - $1.01M
|
108K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 2.53% |
$1.01M - $1.02M
|
663K
$39M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-17.3K- 34.3% |
$1.01M - $1.02M
|
33.1K
$1.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-17.4K- 39.48% |
$1.02M - $1.03M
|
26.7K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-17.9K- 9.45% |
$1.04M - $1.05M
|
171K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-18.5K- 17.56% |
$1.08M - $1.09M
|
86.9K
$5.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-18.8K- 15.01% |
$1.09M - $1.11M
|
106K
$6.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-19.6K- 50.89% |
$1.14M - $1.15M
|
18.9K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 22.19% |
$1.19M - $1.2M
|
71.6K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21K- 3.07% |
$1.23M - $1.24M
|
664K
$39.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-22.9K- 12.68% |
$1.34M - $1.35M
|
158K
$9.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-23.4K- 68.97% |
$1.36M - $1.38M
|
10.5K
$619K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-24.4K- 42.07% |
$1.42M - $1.44M
|
33.6K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.2K- 3.42% |
$1.47M - $1.49M
|
711K
$41.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.2K- 86.46% |
$1.47M - $1.49M
|
3.95K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.5K- 95.11% |
$1.54M - $1.56M
|
1.36K
$80.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-26.9K- 8.2% |
$1.57M - $1.59M
|
302K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-28K- 4.08% |
$1.63M - $1.65M
|
658K
$38.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-28.8K- 18.49% |
$1.68M - $1.7M
|
127K
$7.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-28.9K- 8.06% |
$1.69M - $1.71M
|
330K
$19.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-30.6K- 14.12% |
$1.78M - $1.8M
|
186K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-32.2K- 48.49% |
$1.88M - $1.9M
|
34.2K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-32.2K- 16.81% |
$1.88M - $1.9M
|
159K
$9.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-37.4K- 30.15% |
$2.18M - $2.21M
|
86.7K
$5.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.9K- 3.36% |
$2.5M - $2.53M
|
1.23M
$72.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43.1K- 15.89% |
$2.52M - $2.54M
|
228K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-44K- 26.88% |
$2.56M - $2.59M
|
120K
$7.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-44.4K- 7.86% |
$2.59M - $2.61M
|
520K
$30.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-46.9K- 86.08% |
$2.74M - $2.77M
|
7.59K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-48.7K- 2.06% |
$2.84M - $2.87M
|
2.32M
$137M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.4K- 9.01% |
$2.94M - $2.97M
|
508K
$29.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-51.8K- 99.92% |
$3.02M - $3.06M
|
43
$2.53K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-53.6K- 83.17% |
$3.13M - $3.16M
|
10.9K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-62.7K- 80.89% |
$3.66M - $3.7M
|
14.8K
$872K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.3K- 68.71% |
$3.81M - $3.85M
|
29.7K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-67.5K- 1.55% |
$3.94M - $3.98M
|
4.28M
$252M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-67.6K- 25.14% |
$3.94M - $3.99M
|
201K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-71.6K- 9.3% |
$4.17M - $4.22M
|
698K
$41.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-73.5K- 40.28% |
$4.28M - $4.33M
|
109K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-77.9K- 2.41% |
$4.55M - $4.59M
|
3.16M
$186M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-80.8K- 27.45% |
$4.71M - $4.76M
|
214K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-97K- 90.66% |
$5.66M - $5.72M
|
9.99K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-105K- 13.43% |
$6.11M - $6.17M
|
675K
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-106K- 14.33% |
$6.21M - $6.27M
|
636K
$37.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-111K- 33.56% |
$6.49M - $6.56M
|
220K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127K- 6.27% |
$7.43M - $7.52M
|
1.9M
$112M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-143K- 7.0% |
$8.36M - $8.45M
|
1.9M
$112M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-196K- 19.2% |
$11.5M - $11.6M
|
826K
$48.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-206K- 14.1% |
$12M - $12.1M
|
1.25M
$73.7M
|