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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-1.53K- 0.77% |
$89.6K - $90.3K
|
198K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.54K- 3.37% |
$90.2K - $90.9K
|
44.3K
$2.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.71K- 2.41% |
$100K - $101K
|
69.3K
$4.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.75K- 11.19% |
$102K - $103K
|
13.9K
$818K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.78K- 3.89% |
$104K - $105K
|
44.1K
$2.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.8K- 3.42% |
$105K - $106K
|
50.7K
$2.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.82K- 6.22% |
$106K - $107K
|
27.4K
$1.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.82K- 7.75% |
$106K - $107K
|
21.7K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-1.94K- 25.16% |
$113K - $114K
|
5.77K
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2K- 2.06% |
$117K - $118K
|
95.3K
$5.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-2.02K- 12.36% |
$118K - $119K
|
14.3K
$843K
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-2.22K- 1.18% |
$130K - $131K
|
186K
$10.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-2.32K- 8.29% |
$135K - $137K
|
25.6K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.38K- 21.92% |
$139K - $140K
|
8.48K
$499K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.45K- 12.4% |
$143K - $144K
|
17.3K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.46K- 15.9% |
$144K - $145K
|
13K
$767K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.52K- 1.45% |
$147K - $148K
|
171K
$10.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 6.06% |
$159K - $160K
|
42.2K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.76K- 13.97% |
$161K - $163K
|
17K
$1M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2.91K- 95.26% |
$170K - $172K
|
145
$8.53K
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.19K- 1.97% |
$186K - $188K
|
159K
$9.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-3.82K- 14.74% |
$223K - $225K
|
22.1K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-3.84K- 25.92% |
$224K - $226K
|
11K
$646K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4K- 26.35% |
$234K - $236K
|
11.2K
$658K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.04K- 13.06% |
$236K - $238K
|
26.9K
$1.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.26K- 16.62% |
$249K - $251K
|
21.4K
$1.26M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-4.34K- 7.91% |
$253K - $255K
|
50.5K
$2.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.46K- 1.72% |
$261K - $263K
|
255K
$15M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-4.48K- 7.36% |
$262K - $264K
|
56.4K
$3.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.55K- 9.25% |
$266K - $268K
|
44.6K
$2.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4.93K- 11.36% |
$288K - $290K
|
38.4K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.17K- 3.31% |
$302K - $304K
|
151K
$8.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-5.38K- 14.5% |
$314K - $317K
|
31.7K
$1.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-6.14K- 42.71% |
$358K - $361K
|
8.23K
$484K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.91K- 3.92% |
$404K - $407K
|
169K
$9.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.47K- 10.43% |
$436K - $440K
|
64.2K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-8.65K- 20.52% |
$505K - $509K
|
33.5K
$1.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-8.76K- 83.54% |
$512K - $515K
|
1.73K
$102K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.32K- 23.65% |
$545K - $549K
|
30.1K
$1.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-9.54K- 4.13% |
$557K - $562K
|
221K
$13M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.54K- 12.4% |
$558K - $562K
|
67.4K
$3.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-10.2K- 19.35% |
$595K - $599K
|
42.4K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-10.5K- 47.63% |
$613K - $618K
|
11.5K
$679K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-10.8K- 13.87% |
$631K - $636K
|
67K
$3.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10.8K- 66.15% |
$634K - $639K
|
5.55K
$327K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11K- 55.58% |
$643K - $648K
|
8.8K
$518K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-12.3K- 75.98% |
$718K - $724K
|
3.89K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-12.4K- 10.1% |
$726K - $732K
|
111K
$6.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.5K- 37.11% |
$729K - $734K
|
21.1K
$1.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-12.5K- 43.75% |
$731K - $737K
|
16.1K
$946K
|