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
|
Orser Capital Management, LLC
|
BUY
|
- |
177KNew |
$10.3M - $10.4M
|
177K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
115K+ 65.61% |
$6.71M - $6.78M
|
290K
$17.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66.6K+ 14.89% |
$3.88M - $3.93M
|
514K
$30.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
39.9K+ 18.04% |
$2.32M - $2.35M
|
261K
$15.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 15.79% |
$1.87M - $1.89M
|
236K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25.7K+ 13.58% |
$1.5M - $1.52M
|
215K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
25.4K+ 2.67% |
$1.48M - $1.49M
|
975K
$57.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
22.2KNew |
$1.29M - $1.31M
|
22.2K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.5K+ 49.37% |
$961K - $971K
|
49.8K
$2.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14K+ 95.76% |
$816K - $824K
|
28.6K
$1.68M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
12.6KNew |
$738K - $746K
|
12.6K
$743K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
11.9K+ 3.39% |
$692K - $700K
|
362K
$21.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.87K+ 189.45% |
$517K - $523K
|
13.6K
$796K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
8.61KNew |
$502K - $508K
|
8.61K
$506K
|
|
|
Jul 07, 2025
Q2 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
7.91K+ 22.89% |
$461K - $466K
|
42.5K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
7.64KNew |
$445K - $450K
|
7.64K
$449K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.31K+ 17.03% |
$368K - $372K
|
43.4K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.39K+ 74.11% |
$314K - $318K
|
12.7K
$744K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.69KNew |
$274K - $277K
|
4.69K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.13KNew |
$241K - $244K
|
4.13K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.89K+ 23.43% |
$227K - $229K
|
20.5K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$224K - $226K
|
3.84K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
3.76K+ 2.04% |
$219K - $221K
|
188K
$11.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.71K+ 1.74% |
$216K - $219K
|
217K
$12.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.54K+ 76.13% |
$207K - $209K
|
8.2K
$482K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.56K+ 1.48% |
$149K - $151K
|
175K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.52KNew |
$147K - $149K
|
2.52K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.5K+ 56.93% |
$146K - $147K
|
6.89K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.33K+ 2.93% |
$136K - $137K
|
81.9K
$4.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 1.08% |
$126K - $128K
|
203K
$11.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.1K+ 1.14% |
$123K - $124K
|
186K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.96K+ 1.23% |
$114K - $115K
|
162K
$9.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.73K+ 19.7% |
$101K - $102K
|
10.5K
$616K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.72K+ 1.4% |
$100K - $101K
|
124K
$7.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.59K+ 7.17% |
$92.5K - $93.5K
|
23.7K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
1.5K+ 15.87% |
$87.7K - $88.6K
|
11K
$645K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.39K+ 8.01% |
$80.8K - $81.7K
|
18.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.38K+ 3.81% |
$80.2K - $81.1K
|
37.5K
$2.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.3K+ 22.4% |
$75.6K - $76.5K
|
7.09K
$416K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.25K+ 8.34% |
$72.6K - $73.4K
|
16.2K
$950K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
783+ 10.79% |
$45.7K - $46.2K
|
8.04K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
617New |
$36K - $36.4K
|
617
$36.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
478+ 0.62% |
$27.9K - $28.2K
|
77.7K
$4.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
442+ 3.7% |
$25.8K - $26.1K
|
12.4K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
225+ 1.58% |
$13.1K - $13.3K
|
14.5K
$851K
|
|
|
Jul 10, 2025
Q2 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
216+ 5.95% |
$12.6K - $12.7K
|
3.85K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
145+ 0.77% |
$8.46K - $8.55K
|
18.9K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 1.09% |
$7.29K - $7.37K
|
11.6K
$679K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
76+ 1.04% |
$4.43K - $4.48K
|
7.36K
$432K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
54+ 1.27% |
$3.15K - $3.18K
|
4.32K
$254K
|