Purchases and Sales Made in Q3 2025 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.06M+ 1216.25% |
$61.7M - $62.2M
|
1.14M
$67.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
906K+ 250.75% |
$52.9M - $53.3M
|
1.27M
$74.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
470K+ 126.75% |
$27.4M - $27.6M
|
840K
$49.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
309KNew |
$18.1M - $18.2M
|
309K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
284K+ 7.71% |
$16.6M - $16.7M
|
3.96M
$233M
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
264K+ 66.32% |
$15.4M - $15.6M
|
663K
$39M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
225K+ 3.08% |
$13.1M - $13.2M
|
7.53M
$443M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
203K+ 14.38% |
$11.9M - $12M
|
1.62M
$95.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
189K+ 8.78% |
$11M - $11.1M
|
2.34M
$137M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
157KNew |
$9.16M - $9.23M
|
157K
$9.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
156KNew |
$9.1M - $9.17M
|
156K
$9.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
143K+ 2388.7% |
$8.35M - $8.41M
|
149K
$8.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110K+ 2362.38% |
$6.43M - $6.48M
|
115K
$6.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
92K+ 51.96% |
$5.37M - $5.42M
|
269K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
91K+ 20.0% |
$5.32M - $5.36M
|
546K
$32.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
76.8K+ 21.24% |
$4.49M - $4.52M
|
439K
$25.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
76.7K+ 9.37% |
$4.48M - $4.51M
|
894K
$52.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
67.8K+ 250.4% |
$3.96M - $3.99M
|
94.9K
$5.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.9K+ 41.61% |
$3.91M - $3.94M
|
228K
$13.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.3K+ 27.7% |
$3.81M - $3.84M
|
301K
$17.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
64.6K+ 8.69% |
$3.77M - $3.8M
|
808K
$47.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
64.3K+ 8.55% |
$3.76M - $3.78M
|
816K
$48M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
62.1K+ 3.31% |
$3.63M - $3.66M
|
1.94M
$114M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
60.2KNew |
$3.52M - $3.55M
|
60.2K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
57.8K+ 5.55% |
$3.38M - $3.4M
|
1.1M
$64.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
52.4KNew |
$3.06M - $3.09M
|
52.4K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
BUY
|
- |
50.8KNew |
$2.97M - $2.99M
|
50.8K
$2.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
50.5K+ 204.39% |
$2.95M - $2.97M
|
75.2K
$4.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
47.5K+ 27.5% |
$2.78M - $2.8M
|
220K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.7K+ 93.81% |
$2.61M - $2.63M
|
92.3K
$5.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
44.2KNew |
$2.58M - $2.6M
|
44.2K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42.9K+ 5.19% |
$2.5M - $2.52M
|
869K
$51.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
42.9K+ 19.42% |
$2.5M - $2.52M
|
264K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
42.3KNew |
$2.47M - $2.49M
|
42.3K
$2.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.7K+ 11.1% |
$2.43M - $2.45M
|
417K
$24.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
38.3K+ 4.44% |
$2.24M - $2.25M
|
899K
$52.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
38.2K+ 3.0% |
$2.23M - $2.25M
|
1.31M
$77.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
37.6K+ 7.39% |
$2.2M - $2.22M
|
547K
$32.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
37.2K+ 9.52% |
$2.17M - $2.19M
|
427K
$25.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
36.6KNew |
$2.14M - $2.15M
|
36.6K
$2.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
33.4K+ 10.2% |
$1.95M - $1.97M
|
361K
$21.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
32.5KNew |
$1.9M - $1.91M
|
32.5K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.4K+ 0.95% |
$1.83M - $1.85M
|
3.33M
$196M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
30.1K+ 13.97% |
$1.76M - $1.77M
|
245K
$14.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
29.5K+ 10.72% |
$1.72M - $1.74M
|
305K
$17.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
29.5K+ 7.22% |
$1.72M - $1.73M
|
437K
$25.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
27.2K+ 3.2% |
$1.59M - $1.6M
|
880K
$51.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
27.2K+ 3.67% |
$1.59M - $1.6M
|
768K
$45.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
27.2K+ 6.48% |
$1.59M - $1.6M
|
446K
$26.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
27K+ 10.48% |
$1.58M - $1.59M
|
285K
$16.8M
|