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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
82,908
shares
|
$4.83 Million
1.08% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
81,888
shares
|
$4.77 Million
0.03% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
79,119
shares
|
$4.61 Million
2.47% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
77,793
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
76,975
shares
|
$4.49 Million
0.31% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
76,516
shares
|
$4.46 Million
0.72% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
74,838
shares
|
$4.36 Million
5.58% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
74,358
shares
|
$4.34 Million
3.93% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
73,991
shares
|
$4.31 Million
3.05% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
73,852
shares
|
$4.31 Million
1.92% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
72,615
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
71,210
shares
|
$4.15 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
71,000
shares
|
$4.14 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
70,804
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,731
shares
|
$4.12 Million
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
69,657
shares
|
$4.06 Million
0.8% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
69,523
shares
|
$4.05 Million
4.05% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
69,273
shares
|
$4.04 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
68,953
shares
|
$4.02 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
68,340
shares
|
$3.98 Million
0.7% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
67,919
shares
|
$3.96 Million
1.46% of portfolio
|
Q4 2023
Reduced 5.59%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
67,827
shares
|
$3.95 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
67,816
shares
|
$3.95 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
67,494
shares
|
$3.94 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
67,256
shares
|
$3.92 Million
0.17% of portfolio
|
Q3 2024
Added 10.23%
|