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 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.7K+ 56.5% |
$917K - $926K
|
43.5K
$2.56M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
15.6KNew |
$912K - $922K
|
15.6K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.1K+ 123.7% |
$882K - $892K
|
27.3K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
BUY
|
- |
14.9K+ 9.98% |
$870K - $880K
|
164K
$9.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 9.01% |
$868K - $877K
|
180K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
14.8KNew |
$864K - $873K
|
14.8K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14.6K+ 28.85% |
$851K - $860K
|
65.1K
$3.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
14.6K+ 7.77% |
$850K - $859K
|
202K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
14.4K+ 2.76% |
$837K - $846K
|
534K
$31.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
14.1K+ 2.77% |
$823K - $832K
|
524K
$30.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14K+ 95.76% |
$816K - $824K
|
28.6K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
13.9K+ 6.75% |
$808K - $817K
|
219K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
13.8K+ 13.24% |
$805K - $814K
|
118K
$6.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.7KNew |
$798K - $806K
|
13.7K
$805K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.4K+ 62.43% |
$783K - $791K
|
34.9K
$2.06M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
13.4KNew |
$781K - $789K
|
13.4K
$788K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.4K+ 3.57% |
$781K - $789K
|
388K
$22.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.1K+ 29.1% |
$765K - $773K
|
58.2K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.7K+ 91.92% |
$742K - $750K
|
26.6K
$1.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.6KNew |
$738K - $746K
|
12.6K
$744K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.3K+ 10.9% |
$716K - $724K
|
125K
$7.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 0.6% |
$708K - $715K
|
2.03M
$119M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
11.9K+ 3.39% |
$692K - $700K
|
362K
$21.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
11.7K+ 6.22% |
$681K - $688K
|
199K
$11.7M
|
|
|
Sep 29, 2025
Q2 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$678K - $685K
|
11.6K
$684K
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
11.6KNew |
$674K - $681K
|
11.6K
$680K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
11.5K+ 31.29% |
$672K - $679K
|
48.3K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11.4K+ 41.07% |
$663K - $670K
|
39K
$2.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.3KNew |
$657K - $664K
|
11.3K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.2K+ 4.43% |
$654K - $661K
|
265K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.1K+ 0.3% |
$647K - $654K
|
3.68M
$216M
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
11.1K+ 17.17% |
$645K - $652K
|
75.5K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.8K+ 58.16% |
$630K - $637K
|
29.4K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
10.7K+ 76.82% |
$626K - $633K
|
24.7K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.7K+ 37.39% |
$626K - $632K
|
39.4K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
10.6K+ 77.63% |
$617K - $623K
|
24.2K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10.4KNew |
$606K - $612K
|
10.4K
$611K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.2K+ 27.15% |
$596K - $603K
|
47.9K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.2K+ 0.8% |
$592K - $599K
|
1.27M
$75M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
10KNew |
$585K - $591K
|
10K
$590K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
9.9K+ 89.68% |
$577K - $584K
|
20.9K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
9.89K+ 14.69% |
$577K - $583K
|
77.2K
$4.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
9.88K+ 2.6% |
$576K - $582K
|
390K
$23M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.84K+ 1.27% |
$574K - $580K
|
785K
$46.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.8K+ 4.8% |
$572K - $578K
|
214K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.74K+ 64.25% |
$568K - $574K
|
24.9K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
9.67K+ 0.94% |
$564K - $570K
|
1.03M
$60.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
9.48KNew |
$553K - $559K
|
9.48K
$558K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
9.45K+ 2.41% |
$551K - $557K
|
402K
$23.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
9.27K+ 3.49% |
$541K - $547K
|
275K
$16.2M
|