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 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-258- 0.51% |
$15.1K - $15.2K
|
50.2K
$2.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-265- 0.24% |
$15.5K - $15.6K
|
109K
$6.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-268- 6.33% |
$15.7K - $15.8K
|
3.97K
$234K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-303- 37.18% |
$17.7K - $17.8K
|
512
$30.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-353- 0.78% |
$20.6K - $20.8K
|
44.7K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-397- 1.5% |
$23.2K - $23.4K
|
26K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-399- 4.69% |
$23.3K - $23.5K
|
8.1K
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-410- 5.04% |
$24K - $24.1K
|
7.73K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-433- 2.04% |
$25.3K - $25.5K
|
20.8K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-510- 11.8% |
$29.8K - $30K
|
3.81K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-517- 1.08% |
$30.2K - $30.4K
|
47.5K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-518- 2.65% |
$30.3K - $30.5K
|
19K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-521- 6.78% |
$30.4K - $30.7K
|
7.16K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-560- 5.16% |
$32.7K - $33K
|
10.3K
$606K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-595- 2.99% |
$34.8K - $35K
|
19.3K
$1.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-596- 9.31% |
$34.8K - $35.1K
|
5.8K
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-601- 5.04% |
$35.1K - $35.4K
|
11.3K
$666K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-657- 5.99% |
$38.4K - $38.7K
|
10.3K
$607K
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-682- 0.62% |
$39.8K - $40.2K
|
110K
$6.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-698- 93.07% |
$40.8K - $41.1K
|
52
$3.06K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-754- 16.6% |
$44.1K - $44.4K
|
3.79K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Barton Investment Management
|
SELL
|
- |
-800- 2.92% |
$46.7K - $47.1K
|
26.6K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-802- 22.55% |
$46.9K - $47.2K
|
2.75K
$162K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-817- 85.37% |
$47.7K - $48.1K
|
140
$8.24K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-855- 4.12% |
$50K - $50.3K
|
19.9K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Roth Financial Partners LLC
|
SELL
|
- |
-855- 5.9% |
$50K - $50.3K
|
13.6K
$802K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-878- 8.06% |
$51.3K - $51.7K
|
10K
$590K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-886- 8.11% |
$51.8K - $52.2K
|
10K
$591K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-928- 0.51% |
$54.2K - $54.6K
|
183K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-962- 2.2% |
$56.2K - $56.6K
|
42.7K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-968- 15.15% |
$56.6K - $57K
|
5.42K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-996- 1.03% |
$58.2K - $58.6K
|
95.7K
$5.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 10.6% |
$58.4K - $58.9K
|
8.43K
$496K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1K- 12.43% |
$58.7K - $59.1K
|
7.08K
$416K
|
|
|
Oct 09, 2025
Q3 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
SELL
|
- |
-1.03K- 7.1% |
$60.3K - $60.8K
|
13.5K
$794K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.07K- 19.42% |
$62.5K - $62.9K
|
4.44K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.11K- 12.26% |
$64.8K - $65.3K
|
7.94K
$467K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 7.2% |
$67.3K - $67.8K
|
14.8K
$874K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-1.16K- 1.88% |
$67.5K - $68.1K
|
60.5K
$3.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.27K- 14.4% |
$74K - $74.6K
|
7.53K
$443K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.28K- 17.09% |
$74.5K - $75.1K
|
6.19K
$364K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.29K- 20.59% |
$75.1K - $75.7K
|
4.96K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.3K- 5.36% |
$75.7K - $76.3K
|
22.9K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.31K- 6.51% |
$76.3K - $76.8K
|
18.8K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.38K- 43.06% |
$80.9K - $81.5K
|
1.83K
$108K
|
|
|
Oct 17, 2025
Q3 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-1.39K- 9.02% |
$81.1K - $81.7K
|
14K
$824K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.43K- 15.41% |
$83.5K - $84.1K
|
7.84K
$462K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.47K- 15.93% |
$85.9K - $86.6K
|
7.76K
$457K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.49K- 0.87% |
$87.1K - $87.7K
|
170K
$10M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.52K- 16.23% |
$88.9K - $89.6K
|
7.86K
$462K
|