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 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.5K+ 7.12% |
$1.9M - $1.92M
|
489K
$28.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 15.79% |
$1.87M - $1.89M
|
236K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32.1KNew |
$1.87M - $1.89M
|
32.1K
$1.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
31.6K+ 141.81% |
$1.84M - $1.86M
|
53.9K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 25.92% |
$1.84M - $1.86M
|
153K
$9M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
29.8K+ 4.12% |
$1.74M - $1.75M
|
752K
$44.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29K+ 2.0% |
$1.69M - $1.71M
|
1.48M
$86.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.8K+ 232.84% |
$1.68M - $1.7M
|
41.1K
$2.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
28.6K+ 31.9% |
$1.67M - $1.69M
|
118K
$6.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
28.4K+ 13.99% |
$1.66M - $1.68M
|
232K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.3K+ 2.81% |
$1.65M - $1.67M
|
1.04M
$61M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
27.4KNew |
$1.6M - $1.62M
|
27.4K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
27.1KNew |
$1.58M - $1.6M
|
27.1K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.3KNew |
$1.53M - $1.55M
|
26.3K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26.2KNew |
$1.53M - $1.54M
|
26.2K
$1.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
26.1K+ 5.27% |
$1.52M - $1.54M
|
523K
$30.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
26.1K+ 369.82% |
$1.52M - $1.54M
|
33.2K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25.7K+ 13.58% |
$1.5M - $1.52M
|
215K
$12.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
25.4K+ 2.67% |
$1.48M - $1.49M
|
975K
$57.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
25.1K+ 7.81% |
$1.47M - $1.48M
|
347K
$20.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
25K+ 15.13% |
$1.46M - $1.47M
|
190K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
24KNew |
$1.4M - $1.41M
|
24K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.8K+ 0.9% |
$1.39M - $1.4M
|
2.66M
$156M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23.7K+ 17.94% |
$1.38M - $1.4M
|
156K
$9.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
23.7K+ 2.86% |
$1.38M - $1.4M
|
852K
$50.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.5K+ 95.63% |
$1.37M - $1.38M
|
48K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
23.4K+ 17.24% |
$1.37M - $1.38M
|
159K
$9.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
22.9K+ 58.13% |
$1.34M - $1.35M
|
62.3K
$3.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
22.3K+ 90.1% |
$1.3M - $1.31M
|
47.1K
$2.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
22.2KNew |
$1.29M - $1.31M
|
22.2K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21.3K+ 9.87% |
$1.24M - $1.25M
|
237K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
20.7K+ 16.43% |
$1.21M - $1.22M
|
147K
$8.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
19.7K+ 14.04% |
$1.15M - $1.16M
|
160K
$9.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
18.8K+ 7.89% |
$1.1M - $1.11M
|
258K
$15.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
18.1K+ 5.84% |
$1.05M - $1.07M
|
328K
$19.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18K+ 5.07% |
$1.05M - $1.06M
|
373K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18KNew |
$1.05M - $1.06M
|
18K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
17.9KNew |
$1.05M - $1.06M
|
17.9K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
17.8K+ 1.54% |
$1.04M - $1.05M
|
1.18M
$69.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 7.79% |
$1.03M - $1.04M
|
244K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
17.5K+ 9.16% |
$1.02M - $1.03M
|
209K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17.3K+ 28.2% |
$1.01M - $1.02M
|
78.8K
$4.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
17.2K+ 4.68% |
$1.01M - $1.02M
|
386K
$22.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
16.7K+ 4.7% |
$973K - $984K
|
372K
$21.9M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
16.6KNew |
$966K - $977K
|
16.6K
$975K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.5K+ 49.37% |
$961K - $971K
|
49.8K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
16.2K+ 1.92% |
$946K - $956K
|
861K
$50.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
16K+ 8.25% |
$936K - $946K
|
210K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
15.9K+ 22.93% |
$925K - $935K
|
85K
$5M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
15.8K+ 3.21% |
$924K - $934K
|
509K
$30M
|