Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 931 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
48,919
shares
|
$2.86 Million
0.19% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
48,670
shares
|
$2.84 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
48,367
shares
|
$2.83 Million
0.4% of portfolio
|
Q3 2024
Added 82.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
48,259
shares
|
$2.82 Million
0.1% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
48,157
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,146
shares
|
$2.81 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
48,120
shares
|
$2.81 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
47,931
shares
|
$2.8 Million
1.87% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
47,830
shares
|
$2.79 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,648
shares
|
$2.78 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
47,569
shares
|
$2.78 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
46,614
shares
|
$2.72 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,733
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
45,295
shares
|
$2.65 Million
0.55% of portfolio
|
Q1 2024
Added 200.96%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
45,289
shares
|
$2.65 Million
1.84% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
45,083
shares
|
$2.63 Million
0.18% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
43,484
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
43,312
shares
|
$2.53 Million
0.52% of portfolio
|
Q4 2024
Added 24.57%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
43,104
shares
|
$2.52 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
43,011
shares
|
$2.51 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
41,955
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 51.63%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
41,926
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Added 134.64%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
41,638
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
41,575
shares
|
$2.43 Million
0.46% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
41,469
shares
|
$2.42 Million
0.66% of portfolio
|
Q3 2024
Added 1.07%
|