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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
41,453
shares
|
$2.42 Million
0.19% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
41,150
shares
|
$2.4 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
40,977
shares
|
$2.39 Million
1.41% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
40,411
shares
|
$2.36 Million
0.4% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Unconventional Investor, LLC
|
Nov 15, 2024 Q3 2024 |
39,927
shares
|
$2.33 Million
1.52% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
39,508
shares
|
$2.31 Million
0.77% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
39,433
shares
|
$2.3 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
39,373
shares
|
$2.3 Million
0.76% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
38,722
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
38,100
shares
|
$2.23 Million
0.56% of portfolio
|
Q3 2024
Added 208.2%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
37,698
shares
|
$2.2 Million
0.84% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
37,404
shares
|
$2.18 Million
0.48% of portfolio
|
Q4 2020
Reduced 0.57%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
37,326
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Added 52.28%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,814
shares
|
$2.15 Million
0.62% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
36,314
shares
|
$2.12 Million
0.4% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
35,373
shares
|
$2.07 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
35,204
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
35,131
shares
|
$2.05 Million
0.63% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,719
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
34,500
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
34,418
shares
|
$2.01 Million
1.87% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
34,386
shares
|
$2.01 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
34,368
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2024
Added 72.09%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,823
shares
|
$1.98 Million
0.53% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
33,037
shares
|
$1.93 Million
0.21% of portfolio
|
Q4 2024
Reduced 83.87%
|