Purchases and Sales Made in Q4 2025 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
553K+ 7.35% |
$32.5M - $32.6M
|
8.08M
$474M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
254K+ 170.9% |
$14.9M - $15M
|
403K
$23.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
125KNew |
$7.36M - $7.4M
|
125K
$7.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
67.3K+ 22.33% |
$3.94M - $3.97M
|
368K
$21.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
63.7K+ 682.16% |
$3.74M - $3.76M
|
73.1K
$4.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
59.1K+ 5.64% |
$3.47M - $3.48M
|
1.11M
$65M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
56.8K+ 7.5% |
$3.33M - $3.35M
|
815K
$47.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
54.7K+ 6.11% |
$3.21M - $3.22M
|
949K
$55.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
52.9K+ 10.0% |
$3.1M - $3.12M
|
582K
$34.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
50.6K+ 5.63% |
$2.97M - $2.99M
|
950K
$55.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
42.6K+ 35.92% |
$2.5M - $2.51M
|
161K
$9.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
40.9KNew |
$2.4M - $2.41M
|
40.9K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
39.2K+ 20.3% |
$2.3M - $2.31M
|
232K
$13.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
34.9K+ 139.82% |
$2.04M - $2.06M
|
59.8K
$3.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
30.3K+ 3.02% |
$1.78M - $1.79M
|
1.03M
$60.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
29.7K+ 82.32% |
$1.74M - $1.75M
|
65.8K
$3.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
29.4K+ 118.76% |
$1.73M - $1.74M
|
54.2K
$3.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
28.4K+ 12.87% |
$1.66M - $1.67M
|
249K
$14.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
27K+ 11.45% |
$1.58M - $1.59M
|
262K
$15.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
26.2K+ 9.72% |
$1.53M - $1.54M
|
295K
$17.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.1K+ 40.73% |
$1.53M - $1.54M
|
90.3K
$5.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24.6K+ 5.89% |
$1.44M - $1.45M
|
442K
$25.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
22.6K+ 10.08% |
$1.33M - $1.33M
|
247K
$14.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
20.5KNew |
$1.2M - $1.21M
|
20.5K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
19.6KNew |
$1.15M - $1.16M
|
19.6K
$1.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
15.5K+ 177.17% |
$909K - $914K
|
24.3K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
15.3K+ 3.69% |
$896K - $901K
|
429K
$25.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14.9K+ 17.2% |
$875K - $880K
|
102K
$5.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13.6K+ 20.75% |
$799K - $803K
|
79.3K
$4.66M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
13.6KNew |
$799K - $803K
|
13.6K
$800K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.2K+ 37.24% |
$775K - $779K
|
48.7K
$2.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Triad Investment Management
|
BUY
|
- |
13K+ 17.38% |
$763K - $767K
|
87.8K
$5.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
12.2K+ 14.32% |
$718K - $721K
|
97.7K
$5.74M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11.7KNew |
$684K - $688K
|
11.7K
$685K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
11.5K+ 5.29% |
$672K - $676K
|
228K
$13.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
9.49K+ 14.17% |
$557K - $560K
|
76.5K
$4.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.1K+ 3.37% |
$534K - $536K
|
279K
$16.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.53K+ 1.94% |
$442K - $444K
|
396K
$23.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
7.43K+ 3.33% |
$436K - $438K
|
231K
$13.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.07KNew |
$415K - $417K
|
7.07K
$415K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
6.86K+ 12.67% |
$402K - $405K
|
61K
$3.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
6.85K+ 6.38% |
$402K - $404K
|
114K
$6.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
6.55K+ 1.2% |
$384K - $386K
|
553K
$32.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
6.5KNew |
$381K - $383K
|
6.5K
$382K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.13K+ 4.13% |
$301K - $303K
|
129K
$7.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.07K+ 9.48% |
$297K - $299K
|
58.5K
$3.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.72K+ 12.89% |
$277K - $278K
|
41.3K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.7K+ 63.78% |
$276K - $277K
|
12.1K
$709K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.44K+ 4.81% |
$261K - $262K
|
96.8K
$5.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.03K+ 5.15% |
$236K - $237K
|
82.3K
$4.83M
|
|