Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 928 institutions that hold shares in the stock, with a total of 231 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 |
|---|---|---|---|---|---|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
101,079
shares
|
$5.89 Million
0.65% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
100,854
shares
|
$5.88 Million
3.06% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
100,749
shares
|
$5.87 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
100,749
shares
|
$5.87 Million
4.86% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
99,209
shares
|
$5.78 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
99,047
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.51%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
96,930
shares
|
$5.65 Million
0.4% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Oct 18, 2024 Q3 2024 |
96,706
shares
|
$5.64 Million
2.04% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
95,915
shares
|
$5.59 Million
1.56% of portfolio
|
Q4 2024
Added 468.89%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
94,713
shares
|
$5.52 Million
0.1% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
94,500
shares
|
$5.51 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
93,830
shares
|
$5.47 Million
4.41% of portfolio
|
Q2 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
93,499
shares
|
$5.45 Million
0.48% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
92,489
shares
|
$5.39 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
92,426
shares
|
$5.39 Million
1.13% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
91,866
shares
|
$5.36 Million
0.07% of portfolio
|
Q3 2024
Added 42.43%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
90,978
shares
|
$5.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 38.11%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
90,866
shares
|
$5.3 Million
0.13% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
90,715
shares
|
$5.29 Million
3.27% of portfolio
|
Q3 2024
Added 41.24%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
88,499
shares
|
$5.16 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
85,828
shares
|
$5 Million
0.49% of portfolio
|
Q3 2024
Reduced 72.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
85,572
shares
|
$4.99 Million
0.19% of portfolio
|
Q3 2024
Reduced 18.3%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
85,197
shares
|
$4.97 Million
0.83% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
84,880
shares
|
$4.95 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
83,454
shares
|
$4.87 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.16%
|