Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,062 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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,925,396
shares
|
$113 Million
1.3% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,826,533
shares
|
$107 Million
0.15% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
1,717,641
shares
|
$101 Million
0.14% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
1,684,592
shares
|
$98.9 Million
1.92% of portfolio
|
Q2 2022
Reduced 3.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,615,766
shares
|
$94.9 Million
2.14% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,593,430
shares
|
$93.6 Million
0.6% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,592,397
shares
|
$93.5 Million
0.07% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,434,687
shares
|
$84.2 Million
0.13% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,311,756
shares
|
$77 Million
1.02% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,283,845
shares
|
$75.4 Million
2.14% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
1,270,773
shares
|
$74.6 Million
1.54% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,266,655
shares
|
$74.4 Million
0.97% of portfolio
|
Q3 2025
Added 250.75%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,261,797
shares
|
$74.1 Million
1.38% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
1,251,534
shares
|
$73.5 Million
3.44% of portfolio
|
Q2 2025
Reduced 14.1%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,226,718
shares
|
$72 Million
1.91% of portfolio
|
Q3 2025
New holding
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
1,220,956
shares
|
$71.7 Million
4.17% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,218,458
shares
|
$71.5 Million
0.63% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,143,299
shares
|
$67.1 Million
3.3% of portfolio
|
Q3 2025
Added 1216.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,131,010
shares
|
$66.4 Million
0.09% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,099,462
shares
|
$64.6 Million
0.47% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,095,184
shares
|
$64.3 Million
0.9% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,069,672
shares
|
$62.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,067,982
shares
|
$62.7 Million
0.08% of portfolio
|
Q3 2025
Reduced 47.26%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
1,062,022
shares
|
$62.4 Million
6.32% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
1,047,642
shares
|
$61.5 Million
1.26% of portfolio
|
Q3 2025
Added 3.44%
|
|