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 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.25K+ 8.34% |
$72.6K - $73.4K
|
16.2K
$948K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.11K+ 1.33% |
$64.6K - $65.3K
|
84.3K
$4.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.06K+ 19.74% |
$61.5K - $62.2K
|
6.4K
$375K
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
1K+ 14.29% |
$58.3K - $59K
|
8K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
899+ 23.27% |
$52.4K - $53K
|
4.76K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
852+ 20.05% |
$49.7K - $50.2K
|
5.1K
$299K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
783+ 10.79% |
$45.7K - $46.2K
|
8.04K
$471K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
736+ 2.38% |
$42.9K - $43.4K
|
31.6K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
717+ 15.91% |
$41.8K - $42.3K
|
5.22K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
692+ 6.66% |
$40.4K - $40.8K
|
11.1K
$649K
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
663+ 2.25% |
$38.7K - $39.1K
|
30.1K
$1.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
617New |
$36K - $36.4K
|
617
$36.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
611+ 0.43% |
$35.6K - $36K
|
141K
$8.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
590+ 4.36% |
$34.4K - $34.8K
|
14.1K
$828K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
478+ 0.62% |
$27.9K - $28.2K
|
77.7K
$4.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
460New |
$26.8K - $27.1K
|
460
$27K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
451+ 4.29% |
$26.3K - $26.6K
|
11K
$643K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
442+ 3.7% |
$25.8K - $26.1K
|
12.4K
$726K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
413+ 1.69% |
$24.1K - $24.3K
|
24.8K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
356+ 11.67% |
$20.8K - $21K
|
3.41K
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
225+ 1.58% |
$13.1K - $13.3K
|
14.5K
$849K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
216+ 5.95% |
$12.6K - $12.7K
|
3.85K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
186+ 0.84% |
$10.8K - $11K
|
22.4K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
171+ 3.15% |
$9.97K - $10.1K
|
5.6K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
145+ 0.77% |
$8.46K - $8.55K
|
18.9K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
127+ 1.02% |
$7.41K - $7.49K
|
12.6K
$738K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 1.09% |
$7.29K - $7.37K
|
11.6K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
97+ 0.07% |
$5.66K - $5.72K
|
131K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
83+ 0.81% |
$4.84K - $4.89K
|
10.4K
$609K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
79+ 0.81% |
$4.61K - $4.66K
|
9.86K
$578K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
76+ 1.04% |
$4.43K - $4.48K
|
7.36K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 10.14% |
$4.37K - $4.42K
|
815
$47.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71+ 1.04% |
$4.14K - $4.19K
|
6.91K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
54+ 1.27% |
$3.15K - $3.18K
|
4.32K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
49+ 1.15% |
$2.86K - $2.89K
|
4.3K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
27New |
$1.57K - $1.59K
|
27
$1.58K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 1.03% |
$1.34K - $1.36K
|
2.26K
$132K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 1.05% |
$991 - $1K
|
1.63K
$95.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$875 - $884
|
15
$879
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.12% |
$816 - $825
|
11.5K
$671K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13+ 0.14% |
$758 - $766
|
9.27K
$543K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$175 - $177
|
778
$45.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$58.3 - $59
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-9- 0.18% |
$525 - $531
|
4.98K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-10- 0.13% |
$583 - $590
|
7.52K
$441K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.49% |
$875 - $884
|
3.04K
$178K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-23- 5.05% |
$1.34K - $1.36K
|
432
$25.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-40- 0.57% |
$2.33K - $2.36K
|
7.02K
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-46- 4.86% |
$2.68K - $2.71K
|
900
$52.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 12.99% |
$7.12K - $7.19K
|
817
$47.9K
|