Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 952 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
37,620,327
shares
|
$2.19 Billion
0.18% of portfolio
|
Q4 2024
Added 163.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
20,552,361
shares
|
$1.2 Billion
0.09% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,410,127
shares
|
$431 Million
11.67% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,593,414
shares
|
$384 Million
0.03% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,397,511
shares
|
$314 Million
0.05% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
5,264,550
shares
|
$306 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,020,708
shares
|
$292 Million
0.1% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
4,447,400
shares
|
$259 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,000,000
shares
|
$233 Million
0.01% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,992,357
shares
|
$232 Million
4.75% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
3,855,701
shares
|
$224 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,782,326
shares
|
$220 Million
0.45% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,440,752
shares
|
$200 Million
2.6% of portfolio
|
Q4 2024
Added 25.29%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,376,630
shares
|
$196 Million
0.45% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,195,696
shares
|
$186 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.28%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,154,820
shares
|
$184 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,686,721
shares
|
$156 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
2,474,288
shares
|
$144 Million
4.3% of portfolio
|
Q4 2024
Reduced 50.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,325,885
shares
|
$135 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
2,278,767
shares
|
$133 Million
6.8% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
2,061,065
shares
|
$120 Million
4.56% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,049,294
shares
|
$119 Million
5.94% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,030,872
shares
|
$118 Million
0.16% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,020,581
shares
|
$118 Million
0.05% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
1,945,534
shares
|
$113 Million
4.07% of portfolio
|
Q4 2024
Added 2.44%
|