Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
77,768
shares
|
$4.55 Million
4.46% of portfolio
|
Q4 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
76,516
shares
|
$4.48 Million
0.72% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
75,747
shares
|
$4.43 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
75,745
shares
|
$4.43 Million
1.79% of portfolio
|
Q4 2024
Added 18.12%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
75,140
shares
|
$4.4 Million
0.01% of portfolio
|
Q4 2024
Added 40.86%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
74,838
shares
|
$4.38 Million
5.58% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
74,636
shares
|
$4.37 Million
2.81% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
74,358
shares
|
$4.35 Million
3.93% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
74,130
shares
|
$4.34 Million
0.75% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
74,065
shares
|
$4.34 Million
0.76% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
73,852
shares
|
$4.32 Million
1.92% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
73,498
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
73,136
shares
|
$4.28 Million
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
73,072
shares
|
$4.28 Million
2.96% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
72,351
shares
|
$4.24 Million
1.21% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
70,885
shares
|
$4.15 Million
4.11% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
70,225
shares
|
$4.11 Million
0.06% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
69,657
shares
|
$4.08 Million
0.74% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
69,468
shares
|
$4.07 Million
1.5% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
69,454
shares
|
$4.07 Million
0.05% of portfolio
|
Q4 2024
Added 86.07%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
68,982
shares
|
$4.04 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
68,953
shares
|
$4.04 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
67,919
shares
|
$3.98 Million
1.46% of portfolio
|
Q4 2023
Reduced 5.59%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
67,340
shares
|
$3.94 Million
0.72% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
67,173
shares
|
$3.93 Million
0.89% of portfolio
|
Q4 2024
Added 8.68%
|