Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,591
shares
|
$561,457
0.05% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
9,569
shares
|
$560,169
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
9,450
shares
|
$553,203
0.05% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,411
shares
|
$550,919
0.0% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,369
shares
|
$548,461
0.0% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,357
shares
|
$547,758
0.04% of portfolio
|
Q4 2024
Reduced 82.6%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
9,273
shares
|
$542,841
0.03% of portfolio
|
Q4 2024
Reduced 52.75%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,258
shares
|
$541,963
0.02% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
9,200
shares
|
$538,568
0.37% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
9,087
shares
|
$531,952
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
9,054
shares
|
$530,021
0.03% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
9,027
shares
|
$528,440
0.07% of portfolio
|
Q4 2024
Reduced 47.35%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
8,986
shares
|
$526,040
0.19% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
8,925
shares
|
$522,469
8.71% of portfolio
|
Q1 2023
New holding
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
8,819
shares
|
$516,264
0.43% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,810
shares
|
$515,737
0.0% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
8,782
shares
|
$514,098
0.01% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
8,755
shares
|
$512,517
0.11% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,740
shares
|
$511,639
0.08% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Feb 13, 2025 Q4 2024 |
8,664
shares
|
$507,190
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
8,640
shares
|
$505,785
0.02% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
8,640
shares
|
$505,785
0.02% of portfolio
|
Q2 2024
Reduced 17.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,635
shares
|
$505,492
0.06% of portfolio
|
Q2 2023
Added 495.52%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
8,600
shares
|
$503,444
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
8,583
shares
|
$502,448
0.19% of portfolio
|
Q4 2024
New holding
|