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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
24,965
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
24,745
shares
|
$1.45 Million
0.03% of portfolio
|
Q4 2024
Reduced 65.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
24,577
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
24,351
shares
|
$1.42 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
24,284
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
24,174
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
23,844
shares
|
$1.39 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
23,779
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 130.1%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
23,683
shares
|
$1.38 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
23,499
shares
|
$1.37 Million
0.39% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
23,238
shares
|
$1.36 Million
0.73% of portfolio
|
Q4 2023
Added 12.45%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
23,190
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2023
Reduced 18.45%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
23,107
shares
|
$1.35 Million
0.32% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
22,976
shares
|
$1.34 Million
0.29% of portfolio
|
Q4 2024
Reduced 86.95%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
22,795
shares
|
$1.33 Million
0.14% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
22,493
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
22,490
shares
|
$1.31 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
22,456
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2024
Added 5472.21%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
22,421
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 195.4%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
22,327
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
22,065
shares
|
$1.29 Million
0.67% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
22,063
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2024
Reduced 39.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
22,007
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
21,678
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
21,493
shares
|
$1.26 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.46%
|