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
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
621+ 182.11% |
$36.2K - $36.6K
|
962
$56.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
617New |
$36K - $36.4K
|
617
$36.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
611+ 0.43% |
$35.6K - $36K
|
141K
$8.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
597+ 3.54% |
$34.8K - $35.2K
|
17.5K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
594+ 7.48% |
$34.6K - $35K
|
8.54K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
590+ 4.36% |
$34.4K - $34.8K
|
14.1K
$831K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
580+ 5.54% |
$33.8K - $34.2K
|
11K
$650K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
500+ 2.59% |
$29.2K - $29.5K
|
19.8K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
498+ 0.07% |
$29K - $29.4K
|
755K
$44.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
495+ 6.52% |
$28.9K - $29.2K
|
8.09K
$476K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
481+ 9.41% |
$28.1K - $28.4K
|
5.59K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
478+ 0.62% |
$27.9K - $28.2K
|
77.7K
$4.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
460New |
$26.8K - $27.1K
|
460
$27.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
458+ 107.76% |
$26.7K - $27K
|
883
$52K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
453+ 0.47% |
$26.4K - $26.7K
|
96.7K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
451+ 4.29% |
$26.3K - $26.6K
|
11K
$645K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
442+ 3.7% |
$25.8K - $26.1K
|
12.4K
$729K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
420+ 10.35% |
$24.5K - $24.8K
|
4.48K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
413+ 1.69% |
$24.1K - $24.3K
|
24.8K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
399+ 8.51% |
$23.3K - $23.5K
|
5.09K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
387+ 204.76% |
$22.6K - $22.8K
|
576
$33.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
387+ 5.14% |
$22.6K - $22.8K
|
7.92K
$466K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
363+ 2.33% |
$21.2K - $21.4K
|
16K
$939K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
356+ 11.67% |
$20.8K - $21K
|
3.41K
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
342+ 3.75% |
$19.9K - $20.2K
|
9.46K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
319+ 0.44% |
$18.6K - $18.8K
|
73.4K
$4.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
315+ 23.47% |
$18.4K - $18.6K
|
1.66K
$97.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
298New |
$17.4K - $17.6K
|
298
$17.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 159.02% |
$17K - $17.2K
|
474
$27.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
275+ 7.55% |
$16K - $16.2K
|
3.92K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
275+ 0.2% |
$16K - $16.2K
|
136K
$7.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
267+ 1.12% |
$15.6K - $15.7K
|
24.2K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
261+ 1.1% |
$15.2K - $15.4K
|
24K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
230+ 9.91% |
$13.4K - $13.6K
|
2.55K
$150K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
225+ 1.58% |
$13.1K - $13.3K
|
14.5K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
223+ 1.98% |
$13K - $13.1K
|
11.5K
$677K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
216+ 5.95% |
$12.6K - $12.7K
|
3.85K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
206+ 0.61% |
$12K - $12.1K
|
34.1K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
195+ 5.37% |
$11.4K - $11.5K
|
3.83K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
192+ 21.69% |
$11.2K - $11.3K
|
1.08K
$63.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
187+ 2.49% |
$10.9K - $11K
|
7.71K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
186+ 0.84% |
$10.8K - $11K
|
22.4K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
184+ 1.15% |
$10.7K - $10.8K
|
16.2K
$952K
|
|
|
Sep 25, 2025
Q2 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
180+ 0.14% |
$10.5K - $10.6K
|
130K
$7.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
174+ 1.16% |
$10.1K - $10.3K
|
15.2K
$892K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
174+ 1.11% |
$10.1K - $10.3K
|
15.9K
$935K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
173+ 4.39% |
$10.1K - $10.2K
|
4.12K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
172+ 0.61% |
$10K - $10.1K
|
28.4K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
171+ 3.15% |
$9.97K - $10.1K
|
5.6K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
152+ 0.99% |
$8.86K - $8.96K
|
15.5K
$915K
|