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 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.92K+ 4.16% |
$463K - $466K
|
198K
$11.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.86K+ 1.5% |
$459K - $463K
|
532K
$31.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
7.78K+ 35.14% |
$455K - $458K
|
29.9K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Shayne & Co., LLC
|
BUY
|
- |
7.57K+ 27.01% |
$442K - $446K
|
35.6K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
7.49K+ 63.56% |
$438K - $441K
|
19.3K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.46KNew |
$436K - $439K
|
7.46K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.4K+ 5.66% |
$432K - $435K
|
138K
$8.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
BUY
|
- |
7.35K+ 9.4% |
$429K - $433K
|
85.5K
$5.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
7.23K+ 4.85% |
$423K - $426K
|
156K
$9.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
BUY
|
- |
7.18KNew |
$420K - $423K
|
7.18K
$423K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.12K+ 22.53% |
$416K - $419K
|
38.7K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
6.96K+ 26.2% |
$407K - $410K
|
33.5K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.84K+ 94.74% |
$400K - $403K
|
14.1K
$828K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
6.55K+ 1.25% |
$382K - $385K
|
529K
$31.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.27K+ 47.54% |
$367K - $369K
|
19.5K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.22KNew |
$363K - $366K
|
6.22K
$366K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6.17K+ 2.51% |
$361K - $363K
|
252K
$14.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.12K+ 45.12% |
$357K - $360K
|
19.7K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.07K+ 10.21% |
$355K - $357K
|
65.5K
$3.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
5.98K+ 1.59% |
$349K - $352K
|
382K
$22.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.55K+ 9.1% |
$324K - $327K
|
66.5K
$3.91M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
5.47KNew |
$320K - $322K
|
5.47K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.4K+ 1.01% |
$315K - $318K
|
539K
$31.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.39K+ 9.28% |
$315K - $317K
|
63.5K
$3.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
5.37K+ 2.45% |
$314K - $316K
|
225K
$13.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.24K+ 55.36% |
$306K - $308K
|
14.7K
$865K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.21KNew |
$304K - $307K
|
5.21K
$306K
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
5.17K+ 12.19% |
$302K - $305K
|
47.6K
$2.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.15K+ 92.15% |
$301K - $303K
|
10.7K
$632K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.13K+ 37.17% |
$300K - $302K
|
18.9K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5.1K+ 17.79% |
$298K - $300K
|
33.8K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
4.7KNew |
$274K - $277K
|
4.7K
$276K
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
4.61K+ 3.53% |
$269K - $271K
|
135K
$7.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
4.61KNew |
$269K - $271K
|
4.61K
$271K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.6KNew |
$269K - $271K
|
4.6K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.42K+ 22.3% |
$258K - $260K
|
24.3K
$1.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
4.32KNew |
$252K - $254K
|
4.32K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.29K+ 15.08% |
$251K - $253K
|
32.7K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
4.19K+ 8.6% |
$245K - $247K
|
52.9K
$3.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.09KNew |
$239K - $241K
|
4.09K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.05KNew |
$237K - $239K
|
4.05K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.99K+ 36.42% |
$233K - $235K
|
15K
$880K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
3.93KNew |
$230K - $231K
|
3.93K
$231K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
3.86K+ 8.98% |
$226K - $227K
|
46.9K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
3.86KNew |
$225K - $227K
|
3.86K
$227K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.69KNew |
$216K - $217K
|
3.69K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.67KNew |
$215K - $216K
|
3.67K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.63K+ 41.48% |
$212K - $214K
|
12.4K
$729K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.6K+ 7.22% |
$210K - $212K
|
53.4K
$3.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.56K+ 51.76% |
$208K - $210K
|
10.5K
$615K
|