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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
42,173
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
41,925
shares
|
$2.46 Million
1.85% of portfolio
|
Q4 2025
Reduced 10.87%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
41,575
shares
|
$2.44 Million
0.46% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
41,520
shares
|
$2.44 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 14, 2025 Q3 2025 |
41,470
shares
|
$2.44 Million
0.78% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
41,310
shares
|
$2.43 Million
0.51% of portfolio
|
Q4 2025
Added 12.89%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 05, 2026 Q4 2025 |
40,938
shares
|
$2.4 Million
1.08% of portfolio
|
Q4 2025
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
40,367
shares
|
$2.37 Million
1.06% of portfolio
|
Q3 2025
Added 34.11%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
39,375
shares
|
$2.31 Million
0.71% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
39,019
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
38,742
shares
|
$2.27 Million
0.25% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38,701
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Added 55.51%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
38,428
shares
|
$2.26 Million
0.68% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
38,296
shares
|
$2.25 Million
0.32% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
38,081
shares
|
$2.24 Million
0.14% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
37,995
shares
|
$2.23 Million
0.37% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
37,861
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
37,404
shares
|
$2.2 Million
0.48% of portfolio
|
Q4 2020
Reduced 0.57%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
37,361
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 42.45%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
37,075
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2025
Added 54.58%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,814
shares
|
$2.16 Million
0.62% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
36,687
shares
|
$2.15 Million
0.8% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36,315
shares
|
$2.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
35,595
shares
|
$2.09 Million
0.66% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
35,544
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.74%
|
|