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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
12,932
shares
|
$759,367
1.16% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,927
shares
|
$759,073
0.0% of portfolio
|
Q3 2025
Reduced 83.6%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,787
shares
|
$750,852
0.64% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
12,726
shares
|
$747,270
0.39% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
12,653
shares
|
$742,984
0.01% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
12,563
shares
|
$737,699
0.04% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
12,411
shares
|
$728,773
0.08% of portfolio
|
Q3 2025
Reduced 30.22%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
12,411
shares
|
$728,773
0.02% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
12,395
shares
|
$727,834
0.02% of portfolio
|
Q3 2025
Added 41.48%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
12,361
shares
|
$725,837
0.11% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
12,327
shares
|
$723,841
0.07% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
12,280
shares
|
$721,081
0.37% of portfolio
|
Q4 2022
Reduced 8.57%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
12,247
shares
|
$719,143
0.68% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
12,204
shares
|
$716,618
0.12% of portfolio
|
Q3 2025
Added 136.33%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
12,128
shares
|
$712,156
0.52% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
12,093
shares
|
$710,100
0.04% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
12,074
shares
|
$708,985
0.38% of portfolio
|
Q4 2025
Added 63.78%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
12,056
shares
|
$707,928
0.2% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,976
shares
|
$703,230
0.0% of portfolio
|
Q3 2025
Reduced 54.94%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
11,756
shares
|
$690,312
0.09% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
11,739
shares
|
$689,314
0.04% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
11,724
shares
|
$688,433
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
11,724
shares
|
$688,433
0.33% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
11,711
shares
|
$687,669
0.34% of portfolio
|
Q4 2025
Added 6.38%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
11,691
shares
|
$686,495
0.13% of portfolio
|
Q4 2025
Added 1.29%
|
|