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 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-229K- 68.33% |
$13.4M - $13.5M
|
106K
$6.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-235K- 3.12% |
$13.7M - $13.9M
|
7.3M
$430M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-253K- 72.58% |
$14.8M - $14.9M
|
95.6K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-279K- 23.07% |
$16.3M - $16.4M
|
930K
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-304K- 12.99% |
$17.7M - $17.9M
|
2.04M
$120M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-309K- 39.31% |
$18M - $18.2M
|
477K
$28.1M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-350K- 7.78% |
$20.4M - $20.6M
|
4.15M
$244M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-370K- 36.68% |
$21.6M - $21.8M
|
639K
$37.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-392K- 57.6% |
$22.9M - $23.1M
|
289K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-450K- 86.61% |
$26.3M - $26.6M
|
69.7K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-541K- 98.36% |
$31.6M - $31.9M
|
9.05K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-618K- 35.61% |
$36M - $36.4M
|
1.12M
$65.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-683K- 65.42% |
$39.8M - $40.3M
|
361K
$21.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-686K- 68.58% |
$40M - $40.4M
|
314K
$18.5M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.48M- 50.0% |
$86M - $87M
|
1.48M
$86.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.78M- 7.98% |
$104M - $105M
|
20.5M
$1.21B
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.87M- 41.72% |
$109M - $111M
|
2.62M
$154M
|