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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
31,029
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2025
Reduced 36.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,675
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
30,610
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
30,468
shares
|
$1.79 Million
0.59% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
30,097
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
29,934
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
29,716
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Reduced 68.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
28,516
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.68%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
28,191
shares
|
$1.66 Million
0.47% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
28,186
shares
|
$1.66 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
27,966
shares
|
$1.64 Million
0.66% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
27,759
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Added 56.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
27,698
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2025
Reduced 85.31%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
27,440
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
27,407
shares
|
$1.61 Million
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
27,164
shares
|
$1.6 Million
0.23% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
27,065
shares
|
$1.59 Million
0.16% of portfolio
|
Q4 2025
Added 6.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
26,950
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
26,864
shares
|
$1.58 Million
0.73% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
26,589
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
26,536
shares
|
$1.56 Million
0.49% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
25,989
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
25,945
shares
|
$1.52 Million
0.33% of portfolio
|
Q4 2025
Added 8.46%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
25,846
shares
|
$1.52 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
25,648
shares
|
$1.51 Million
0.95% of portfolio
|
Q3 2025
Reduced 8.29%
|
|