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
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.1K+ 19.76% |
$414K - $418K
|
43K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.97K+ 3.02% |
$406K - $411K
|
238K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.89K+ 16.12% |
$402K - $406K
|
49.6K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.86KNew |
$400K - $404K
|
6.86K
$402K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.31K+ 17.03% |
$368K - $372K
|
43.4K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
6.26K+ 62.27% |
$365K - $369K
|
16.3K
$956K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.98KNew |
$349K - $353K
|
5.98K
$351K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.39K+ 74.11% |
$314K - $318K
|
12.7K
$742K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.69KNew |
$274K - $277K
|
4.69K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.68K+ 2.99% |
$273K - $276K
|
161K
$9.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.53K+ 10.51% |
$264K - $267K
|
47.6K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
4.51K+ 2.0% |
$263K - $266K
|
230K
$13.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.38K+ 1.18% |
$255K - $258K
|
375K
$22M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.26K+ 0.93% |
$248K - $251K
|
460K
$26.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.13KNew |
$241K - $244K
|
4.13K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.89K+ 23.43% |
$227K - $229K
|
20.5K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$224K - $226K
|
3.84K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3.76K+ 2.04% |
$219K - $221K
|
188K
$11M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.71K+ 1.74% |
$216K - $219K
|
217K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.57K+ 11.2% |
$208K - $210K
|
35.4K
$2.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.54K+ 76.13% |
$207K - $209K
|
8.2K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 4.37% |
$194K - $196K
|
79.4K
$4.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.11KNew |
$182K - $184K
|
3.11K
$182K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.99K+ 277.42% |
$174K - $176K
|
4.06K
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.56K+ 1.48% |
$149K - $151K
|
175K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.55K+ 51.22% |
$148K - $150K
|
7.51K
$440K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.52KNew |
$147K - $149K
|
2.52K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.5K+ 56.93% |
$146K - $147K
|
6.89K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Barton Investment Management
|
BUY
|
- |
2.47K+ 9.91% |
$144K - $146K
|
27.4K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.33K+ 2.93% |
$136K - $137K
|
81.9K
$4.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.31K+ 9.71% |
$135K - $136K
|
26.1K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
2.23K+ 43.06% |
$130K - $132K
|
7.42K
$435K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.08% |
$126K - $128K
|
203K
$11.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.1K+ 1.14% |
$123K - $124K
|
186K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.04K+ 15.39% |
$119K - $120K
|
15.3K
$896K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
2K+ 4.13% |
$117K - $118K
|
50.5K
$2.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.96K+ 1.23% |
$114K - $115K
|
162K
$9.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.86K+ 3.68% |
$109K - $110K
|
52.5K
$3.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.73K+ 19.7% |
$101K - $102K
|
10.5K
$614K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.72K+ 1.4% |
$100K - $101K
|
124K
$7.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.68K+ 29.69% |
$97.9K - $99K
|
7.33K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.6K+ 2.69% |
$93.1K - $94.1K
|
60.9K
$3.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.59K+ 7.17% |
$92.5K - $93.5K
|
23.7K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.58K+ 19.18% |
$92.1K - $93.1K
|
9.82K
$575K
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.5K+ 15.87% |
$87.7K - $88.6K
|
11K
$643K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.39K+ 8.01% |
$80.8K - $81.7K
|
18.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.38K+ 3.81% |
$80.2K - $81.1K
|
37.5K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.3K+ 22.4% |
$75.6K - $76.5K
|
7.09K
$415K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.27% |
$75.2K - $76K
|
58.1K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.25K+ 16.58% |
$73K - $73.7K
|
8.8K
$516K
|