Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 928 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,929
shares
|
$404,029
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,912
shares
|
$403,038
0.03% of portfolio
|
Q4 2023
Reduced 7.36%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$402,105
0.11% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,869
shares
|
$400,531
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,840
shares
|
$398,840
0.0% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,827
shares
|
$398,082
0.32% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
6,821
shares
|
$397,732
0.2% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
6,795
shares
|
$396,216
0.05% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
6,794
shares
|
$396,158
0.03% of portfolio
|
Q3 2024
Reduced 38.19%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
6,648
shares
|
$387,644
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
6,597
shares
|
$384,671
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
6,576
shares
|
$383,446
0.28% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
6,516
shares
|
$379,947
0.14% of portfolio
|
Q4 2024
Added 59.71%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
6,509
shares
|
$379,539
0.03% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,501
shares
|
$379,073
0.03% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,451
shares
|
$376,157
0.03% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
6,450
shares
|
$376,099
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
6,417
shares
|
$374,175
0.03% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,410
shares
|
$373,767
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,338
shares
|
$369,568
0.02% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,268
shares
|
$365,487
0.03% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
6,185
shares
|
$360,647
0.44% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,143
shares
|
$358,198
1.4% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
5,941
shares
|
$346,419
0.01% of portfolio
|
Q2 2024
Added 60.92%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,932
shares
|
$345,894
0.0% of portfolio
|
Q3 2024
Added 5.35%
|