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 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.22K+ 5.54% |
$537K - $543K
|
175K
$10.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9.1K+ 13.54% |
$530K - $536K
|
76.3K
$4.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.87K+ 189.45% |
$517K - $523K
|
13.6K
$798K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.87K+ 0.95% |
$517K - $523K
|
945K
$55.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.65K+ 10.74% |
$505K - $510K
|
89.2K
$5.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
8.61KNew |
$502K - $508K
|
8.61K
$507K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.61K+ 187.45% |
$502K - $507K
|
13.2K
$777K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
8.6K+ 1.93% |
$502K - $507K
|
455K
$26.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
8.57K+ 19.45% |
$500K - $505K
|
52.6K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
8.56K+ 2.27% |
$499K - $505K
|
385K
$22.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.47KNew |
$494K - $499K
|
8.47K
$499K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.31K+ 0.8% |
$485K - $490K
|
1.04M
$61.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
8.24KNew |
$481K - $486K
|
8.24K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.22KNew |
$479K - $485K
|
8.22K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.14KNew |
$475K - $480K
|
8.14K
$479K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.91K+ 22.89% |
$461K - $466K
|
42.5K
$2.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.64KNew |
$445K - $450K
|
7.64K
$449K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.58K+ 23.34% |
$442K - $447K
|
40K
$2.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.27K+ 11.63% |
$424K - $429K
|
69.8K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.22KNew |
$421K - $426K
|
7.22K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
7.1K+ 19.76% |
$414K - $418K
|
43K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.97K+ 3.02% |
$406K - $411K
|
238K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.95KNew |
$405K - $410K
|
6.95K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.94K+ 86787.5% |
$405K - $409K
|
6.95K
$409K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
6.9K+ 3.91% |
$402K - $407K
|
183K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.89K+ 16.12% |
$402K - $406K
|
49.6K
$2.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
6.86KNew |
$400K - $404K
|
6.86K
$404K
|
|
|
Aug 08, 2025
Q2 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
6.81K+ 10.61% |
$397K - $401K
|
71K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
6.7K+ 2.31% |
$391K - $395K
|
297K
$17.5M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
6.53K+ 23.05% |
$381K - $385K
|
34.8K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.51K+ 14.68% |
$380K - $384K
|
50.8K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.48K+ 172.71% |
$378K - $382K
|
10.2K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.38K+ 5.63% |
$372K - $376K
|
120K
$7.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.31K+ 17.03% |
$368K - $372K
|
43.4K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
6.27K+ 43.7% |
$365K - $369K
|
20.6K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
6.26K+ 62.27% |
$365K - $369K
|
16.3K
$960K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.25K+ 82.91% |
$365K - $369K
|
13.8K
$812K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.18K+ 8.3% |
$360K - $364K
|
80.7K
$4.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6.07KNew |
$354K - $358K
|
6.07K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.98KNew |
$349K - $353K
|
5.98K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
5.93K+ 7.79% |
$346K - $350K
|
82K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.92K+ 6.7% |
$345K - $349K
|
94.3K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.81KNew |
$339K - $343K
|
5.81K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
5.69KNew |
$332K - $335K
|
5.69K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
5.64K+ 9.4% |
$329K - $333K
|
65.7K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.57K+ 19.74% |
$325K - $328K
|
33.8K
$1.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.51K+ 7.2% |
$321K - $325K
|
82.1K
$4.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.39K+ 74.11% |
$314K - $318K
|
12.7K
$745K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38K+ 36.37% |
$314K - $317K
|
20.2K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.36KNew |
$312K - $316K
|
5.36K
$315K
|