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 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13+ 0.14% |
$758 - $766
|
9.27K
$545K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$175 - $177
|
778
$45.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.49% |
$875 - $884
|
3.04K
$178K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-122- 12.99% |
$7.12K - $7.19K
|
817
$48K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-139- 1.12% |
$8.11K - $8.19K
|
12.3K
$721K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-475- 4.39% |
$27.7K - $28K
|
10.4K
$608K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-532- 6.66% |
$31K - $31.4K
|
7.46K
$438K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-571- 3.58% |
$33.3K - $33.7K
|
15.4K
$904K
|
|
|
Jul 07, 2025
Q2 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-745- 8.84% |
$43.4K - $43.9K
|
7.68K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.25K- 16.06% |
$73.1K - $73.9K
|
6.55K
$385K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.28K- 21.71% |
$74.4K - $75.2K
|
4.6K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 8.99% |
$92.2K - $93.2K
|
16K
$940K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.98K- 31.9% |
$116K - $117K
|
4.24K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.62K- 4.13% |
$153K - $155K
|
60.9K
$3.58M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 7.7% |
$221K - $224K
|
45.5K
$2.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-4.35K- 7.42% |
$253K - $256K
|
54.2K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.32K- 32.82% |
$310K - $314K
|
10.9K
$640K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-7.13K- 8.36% |
$416K - $420K
|
78.1K
$4.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.63K- 3.39% |
$503K - $508K
|
245K
$14.4M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-10K- 16.22% |
$583K - $590K
|
51.7K
$3.04M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.1K- 5.5% |
$586K - $593K
|
173K
$10.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-12.6K- 17.49% |
$735K - $743K
|
59.5K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17.1K- 13.71% |
$999K - $1.01M
|
108K
$6.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-46.9K- 86.08% |
$2.74M - $2.77M
|
7.59K
$446K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.4K- 9.01% |
$2.94M - $2.97M
|
508K
$29.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-235K- 3.12% |
$13.7M - $13.9M
|
7.3M
$429M
|