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 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.61M+ 7.84% |
$93.8M - $94.5M
|
22.1M
$1.3B
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.4M+ 20.87% |
$81.6M - $82.2M
|
8.09M
$475M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.23MNew |
$71.7M - $72.2M
|
1.23M
$72M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.16M+ 13.31% |
$67.9M - $68.5M
|
9.9M
$581M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.06M+ 1216.25% |
$61.7M - $62.2M
|
1.14M
$67.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
947K+ 16.46% |
$55.3M - $55.7M
|
6.7M
$393M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
906K+ 250.75% |
$52.9M - $53.3M
|
1.27M
$74.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
689K+ 25.94% |
$40.3M - $40.6M
|
3.35M
$196M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
602K+ 454.71% |
$35.2M - $35.5M
|
735K
$43.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
470K+ 126.75% |
$27.4M - $27.6M
|
840K
$49.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
394K+ 45.45% |
$23M - $23.2M
|
1.26M
$74.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
389K+ 16.71% |
$22.7M - $22.9M
|
2.72M
$160M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
370K+ 9.45% |
$21.6M - $21.8M
|
4.28M
$252M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
342KNew |
$20M - $20.1M
|
342K
$20.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
340K+ 38.67% |
$19.9M - $20M
|
1.22M
$71.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
309KNew |
$18.1M - $18.2M
|
309K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
302K+ 234.97% |
$17.6M - $17.8M
|
431K
$25.3M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
287K+ 7.0% |
$16.8M - $16.9M
|
4.39M
$258M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
284K+ 7.71% |
$16.6M - $16.7M
|
3.96M
$233M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
268K+ 915.07% |
$15.6M - $15.8M
|
297K
$17.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
BUY
|
- |
264K+ 66.32% |
$15.4M - $15.6M
|
663K
$38.9M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
250K+ 6.02% |
$14.6M - $14.7M
|
4.4M
$258M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
225K+ 28.73% |
$13.2M - $13.3M
|
1.01M
$59.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
225K+ 3.08% |
$13.1M - $13.2M
|
7.53M
$442M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
220K+ 34.44% |
$12.8M - $12.9M
|
858K
$50.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
203K+ 14.38% |
$11.9M - $12M
|
1.62M
$94.9M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
197K+ 26.39% |
$11.5M - $11.6M
|
943K
$55.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
194K+ 15.65% |
$11.3M - $11.4M
|
1.43M
$84.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
189K+ 8.78% |
$11M - $11.1M
|
2.34M
$137M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
181K+ 12.78% |
$10.5M - $10.6M
|
1.59M
$93.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
173K+ 44.79% |
$10.1M - $10.2M
|
559K
$32.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
157KNew |
$9.16M - $9.23M
|
157K
$9.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
156KNew |
$9.1M - $9.17M
|
156K
$9.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
143K+ 2388.7% |
$8.35M - $8.41M
|
149K
$8.74M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
142K+ 4.49% |
$8.3M - $8.36M
|
3.3M
$194M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110K+ 2362.38% |
$6.43M - $6.48M
|
115K
$6.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
105KNew |
$6.15M - $6.2M
|
105K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
103K+ 6.92% |
$6.02M - $6.07M
|
1.59M
$93.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
103K+ 6.35% |
$5.99M - $6.04M
|
1.72M
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
98K+ 52.76% |
$5.73M - $5.77M
|
284K
$16.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
92K+ 51.96% |
$5.37M - $5.42M
|
269K
$15.8M
|
|
|
Nov 20, 2025
Q3 2025
|
True Wealth Financial Partners
|
BUY
|
- |
91.7K+ 62.33% |
$5.36M - $5.4M
|
239K
$14M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
91.4K+ 4.81% |
$5.34M - $5.38M
|
1.99M
$117M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
91K+ 20.0% |
$5.32M - $5.36M
|
546K
$32.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.6K+ 2.63% |
$4.88M - $4.92M
|
3.26M
$192M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
76.8K+ 21.24% |
$4.49M - $4.52M
|
439K
$25.8M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
76.8K+ 155.51% |
$4.49M - $4.52M
|
126K
$7.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
76.7K+ 9.37% |
$4.48M - $4.51M
|
894K
$52.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
67.8K+ 250.4% |
$3.96M - $3.99M
|
94.9K
$5.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
66.9K+ 41.61% |
$3.91M - $3.94M
|
228K
$13.4M
|
|