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 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-139- 1.12% |
$8.11K - $8.19K
|
12.3K
$720K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-154- 1.28% |
$8.98K - $9.08K
|
11.9K
$699K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-175- 0.57% |
$10.2K - $10.3K
|
30.7K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-239- 4.16% |
$13.9K - $14.1K
|
5.5K
$322K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-251- 7.75% |
$14.6K - $14.8K
|
2.99K
$175K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-261- 6.75% |
$15.2K - $15.4K
|
3.6K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-325- 4.23% |
$19K - $19.2K
|
7.36K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-418- 1.75% |
$24.4K - $24.6K
|
23.5K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-441- 11.36% |
$25.7K - $26K
|
3.44K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-455- 0.92% |
$26.5K - $26.8K
|
49.1K
$2.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-466- 7.34% |
$27.2K - $27.5K
|
5.88K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-475- 4.39% |
$27.7K - $28K
|
10.4K
$607K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-532- 6.66% |
$31K - $31.4K
|
7.46K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-571- 3.58% |
$33.3K - $33.7K
|
15.4K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-615- 5.82% |
$35.9K - $36.3K
|
9.95K
$583K
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-745- 8.84% |
$43.4K - $43.9K
|
7.68K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-750- 13.33% |
$43.7K - $44.2K
|
4.88K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-770- 16.2% |
$44.9K - $45.4K
|
3.98K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-948- 13.88% |
$55.3K - $55.9K
|
5.88K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-974- 4.55% |
$56.8K - $57.4K
|
20.4K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.25K- 16.06% |
$73.1K - $73.9K
|
6.55K
$384K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.28K- 21.71% |
$74.4K - $75.2K
|
4.6K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.41K- 12.86% |
$82.1K - $82.9K
|
9.54K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 8.99% |
$92.2K - $93.2K
|
16K
$938K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.85K- 8.51% |
$108K - $109K
|
19.9K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.87K- 26.76% |
$109K - $110K
|
5.13K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.98K- 31.9% |
$116K - $117K
|
4.24K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.04K- 4.26% |
$119K - $120K
|
45.8K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-2.34K- 4.93% |
$136K - $138K
|
45K
$2.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.49K- 38.38% |
$145K - $147K
|
3.99K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.62K- 4.13% |
$153K - $155K
|
60.9K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 6.18% |
$172K - $174K
|
44.9K
$2.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 24.22% |
$188K - $190K
|
10.1K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-3.24K- 24.66% |
$189K - $191K
|
9.89K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 9.04% |
$198K - $200K
|
34.2K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.6K- 0.85% |
$210K - $212K
|
419K
$24.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.61K- 4.7% |
$210K - $213K
|
73.1K
$4.29M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 7.7% |
$221K - $224K
|
45.5K
$2.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.89K- 3.92% |
$227K - $229K
|
95.1K
$5.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.04K- 16.99% |
$236K - $238K
|
19.8K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-4.27K- 22.71% |
$249K - $252K
|
14.5K
$851K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.35K- 7.42% |
$253K - $256K
|
54.2K
$3.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 3.51% |
$261K - $264K
|
123K
$7.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.49K- 1.18% |
$262K - $264K
|
376K
$22M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.6K- 2.57% |
$268K - $271K
|
174K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.91K- 16.1% |
$286K - $290K
|
25.6K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.15K- 9.99% |
$300K - $303K
|
46.4K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-5.16K- 26.19% |
$301K - $304K
|
14.6K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.32K- 32.82% |
$310K - $314K
|
10.9K
$639K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.88K- 5.69% |
$343K - $346K
|
97.3K
$5.71M
|