Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,063 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
79,287
shares
|
$4.66 Million
0.61% of portfolio
|
Q4 2025
Added 20.75%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
78,941
shares
|
$4.64 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
78,410
shares
|
$4.6 Million
0.63% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
77,133
shares
|
$4.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
76,494
shares
|
$4.49 Million
2.54% of portfolio
|
Q4 2025
Added 14.17%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
76,269
shares
|
$4.48 Million
0.88% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
75,244
shares
|
$4.42 Million
0.65% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
75,224
shares
|
$4.42 Million
4.06% of portfolio
|
Q3 2025
Added 204.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
74,845
shares
|
$4.39 Million
0.09% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
73,500
shares
|
$4.32 Million
0.13% of portfolio
|
Q3 2025
Reduced 24.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
73,085
shares
|
$4.29 Million
0.32% of portfolio
|
Q4 2025
Added 682.16%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
72,349
shares
|
$4.25 Million
1.1% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
69,989
shares
|
$4.11 Million
0.15% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
69,657
shares
|
$4.09 Million
0.57% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
69,637
shares
|
$4.09 Million
0.71% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
69,541
shares
|
$4.08 Million
1.98% of portfolio
|
Q4 2025
Added 4.58%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
69,458
shares
|
$4.08 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
69,259
shares
|
$4.07 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
68,739
shares
|
$4.04 Million
0.1% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
68,700
shares
|
$4.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 78.15%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
68,423
shares
|
$4.02 Million
3.12% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
68,326
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
67,919
shares
|
$3.99 Million
1.46% of portfolio
|
Q4 2023
Reduced 5.59%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
67,440
shares
|
$3.96 Million
0.95% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
67,348
shares
|
$3.95 Million
2.25% of portfolio
|
Q3 2025
Reduced 7.22%
|
|