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 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
74+ 0.4% |
$4.32K - $4.36K
|
18.8K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
71+ 34.3% |
$4.15K - $4.18K
|
278
$16.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
71+ 1.03% |
$4.15K - $4.18K
|
6.98K
$411K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
61+ 5.05% |
$3.56K - $3.59K
|
1.27K
$74.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
58+ 1.69% |
$3.39K - $3.42K
|
3.5K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
57New |
$3.33K - $3.36K
|
57
$3.35K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
54+ 0.11% |
$3.16K - $3.18K
|
50.6K
$2.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
51New |
$2.98K - $3K
|
51
$3K
|
|
|
Oct 28, 2025
Q3 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
50+ 0.87% |
$2.92K - $2.94K
|
5.79K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
48+ 0.02% |
$2.8K - $2.83K
|
205K
$12M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
45+ 0.43% |
$2.63K - $2.65K
|
10.4K
$612K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
40+ 0.25% |
$2.34K - $2.36K
|
15.9K
$937K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
40+ 0.84% |
$2.34K - $2.36K
|
4.8K
$283K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
37+ 0.18% |
$2.16K - $2.18K
|
20.5K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
34+ 0.69% |
$1.99K - $2K
|
4.96K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 1.02% |
$1.34K - $1.35K
|
2.28K
$134K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.05K - $1.06K
|
18
$1.06K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 1.04% |
$993 - $1K
|
1.65K
$97.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
10+ 0.75% |
$584 - $589
|
1.34K
$78.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
9+ 3.2% |
$526 - $530
|
290
$17.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 1.52% |
$409 - $412
|
467
$27.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.15% |
$292 - $294
|
3.27K
$193K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
4+ 0.03% |
$234 - $236
|
11.7K
$690K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.01% |
$234 - $236
|
57.6K
$3.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.39% |
$175 - $177
|
781
$46K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.36% |
$175 - $177
|
830
$48.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2New |
$117 - $118
|
2
$118
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
1+ 0.01% |
$58.4 - $58.9
|
8.46K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.89% |
$58.4 - $58.9
|
113
$6.65K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-5- 0.01% |
$292 - $294
|
84.4K
$4.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10- 0.02% |
$584 - $589
|
50.8K
$2.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-17- 13.49% |
$993 - $1K
|
109
$6.41K
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
SELL
|
- |
-29- 0.75% |
$1.69K - $1.71K
|
3.82K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 0.34% |
$1.99K - $2K
|
9.91K
$583K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-43- 5.02% |
$2.51K - $2.53K
|
814
$47.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 0.4% |
$2.8K - $2.83K
|
12.1K
$712K
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-55- 0.57% |
$3.21K - $3.24K
|
9.64K
$567K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-72- 0.23% |
$4.21K - $4.24K
|
30.6K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-83- 1.26% |
$4.85K - $4.89K
|
6.49K
$382K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-88- 0.26% |
$5.14K - $5.18K
|
34.3K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 0.01% |
$5.84K - $5.89K
|
711K
$41.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-103- 4.16% |
$6.02K - $6.06K
|
2.37K
$140K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-108- 7.55% |
$6.31K - $6.36K
|
1.32K
$77.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-148- 14.06% |
$8.65K - $8.71K
|
905
$53.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-187- 2.42% |
$10.9K - $11K
|
7.53K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-193- 1.68% |
$11.3K - $11.4K
|
11.3K
$666K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-199- 2.4% |
$11.6K - $11.7K
|
8.08K
$475K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-215- 7.21% |
$12.6K - $12.7K
|
2.77K
$163K
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-216- 2.85% |
$12.6K - $12.7K
|
7.37K
$434K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-245- 1.19% |
$14.3K - $14.4K
|
20.4K
$1.2M
|