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 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
92.5K+ 6.42% |
$5.39M - $5.45M
|
1.53M
$90.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
90.4K+ 52.03% |
$5.27M - $5.33M
|
264K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
84.4K+ 115.52% |
$4.92M - $4.97M
|
157K
$9.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
82.7K+ 12.52% |
$4.82M - $4.87M
|
743K
$43.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
82.4K+ 28.61% |
$4.81M - $4.86M
|
370K
$21.8M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
77.1K+ 139.17% |
$4.49M - $4.54M
|
132K
$7.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76K+ 5.38% |
$4.43M - $4.48M
|
1.49M
$87.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
74.9K+ 259.76% |
$4.37M - $4.42M
|
104K
$6.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
73.6K+ 7.24% |
$4.29M - $4.34M
|
1.09M
$64.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
72K+ 106.78% |
$4.2M - $4.25M
|
140K
$8.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
69K+ 20.35% |
$4.02M - $4.07M
|
408K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
68.2K+ 15.28% |
$3.98M - $4.02M
|
514K
$30.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.1KNew |
$3.91M - $3.96M
|
67.1K
$3.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
67KNew |
$3.91M - $3.95M
|
67K
$3.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66.6K+ 14.89% |
$3.88M - $3.93M
|
514K
$30.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66.3K+ 4.92% |
$3.87M - $3.91M
|
1.41M
$83.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
64.2K+ 12.29% |
$3.75M - $3.79M
|
587K
$34.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.2K+ 129.97% |
$3.74M - $3.78M
|
114K
$6.68M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
63.5KNew |
$3.71M - $3.75M
|
63.5K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
63.2K+ 53.31% |
$3.68M - $3.72M
|
182K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
62K+ 39.06% |
$3.62M - $3.65M
|
221K
$13M
|
|
|
Aug 13, 2025
Q2 2025
|
True Wealth Financial Partners
|
BUY
|
- |
61.2K+ 71.3% |
$3.57M - $3.61M
|
147K
$8.66M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
60.5K+ 57.0% |
$3.53M - $3.57M
|
167K
$9.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 2.62% |
$3.46M - $3.5M
|
2.33M
$137M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
59.1K+ 7.79% |
$3.45M - $3.48M
|
818K
$48.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
58.7KNew |
$3.42M - $3.46M
|
58.7K
$3.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
57.2K+ 5778.08% |
$3.34M - $3.37M
|
58.2K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
56.4K+ 47.28% |
$3.29M - $3.32M
|
176K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
55.2K+ 147.81% |
$3.22M - $3.25M
|
92.5K
$5.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
50.1K+ 4.34% |
$2.92M - $2.96M
|
1.21M
$71M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
48.8K+ 37.14% |
$2.84M - $2.87M
|
180K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
47.9K+ 6.45% |
$2.79M - $2.83M
|
791K
$46.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
47K+ 37.57% |
$2.74M - $2.77M
|
172K
$10.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
45.2K+ 9.91% |
$2.63M - $2.66M
|
501K
$29.5M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
43.9KNew |
$2.56M - $2.59M
|
43.9K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
43.8K+ 7.74% |
$2.55M - $2.58M
|
610K
$35.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
40.6K+ 5.87% |
$2.37M - $2.39M
|
733K
$43.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
40.6K+ 7.9% |
$2.36M - $2.39M
|
554K
$32.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
39.9K+ 18.04% |
$2.32M - $2.35M
|
261K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
39.5K+ 5.94% |
$2.3M - $2.33M
|
705K
$41.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.9K+ 20.36% |
$2.27M - $2.29M
|
230K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
38.9K+ 3.3% |
$2.27M - $2.29M
|
1.22M
$71.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
37.9KNew |
$2.21M - $2.23M
|
37.9K
$2.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
37.5K+ 5.29% |
$2.19M - $2.21M
|
746K
$43.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
36.5KNew |
$2.13M - $2.15M
|
36.5K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
35.9K+ 17.75% |
$2.1M - $2.12M
|
238K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.9K+ 70.34% |
$2.09M - $2.12M
|
87K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
35K+ 46.67% |
$2.04M - $2.07M
|
110K
$6.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
34.7KNew |
$2.02M - $2.05M
|
34.7K
$2.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.7K+ 3.33% |
$1.9M - $1.92M
|
1.01M
$59.6M
|