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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
923,190
shares
|
$53.8 Million
0.98% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
915,073
shares
|
$53.4 Million
13.24% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
908,739
shares
|
$53 Million
0.36% of portfolio
|
Q3 2024
Added 6213.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
897,569
shares
|
$52.3 Million
0.13% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
858,536
shares
|
$50.1 Million
16.29% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
850,413
shares
|
$49.6 Million
4.4% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
828,259
shares
|
$48.3 Million
13.23% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
805,323
shares
|
$47 Million
0.49% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
792,209
shares
|
$46.2 Million
6.46% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
773,486
shares
|
$45.1 Million
5.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
772,800
shares
|
$45.1 Million
10.25% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
761,133
shares
|
$44.4 Million
22.57% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
758,823
shares
|
$44.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
736,731
shares
|
$43 Million
0.72% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
719,270
shares
|
$41.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
710,035
shares
|
$41.4 Million
5.1% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
709,878
shares
|
$41.4 Million
0.8% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
701,489
shares
|
$40.9 Million
1.62% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
700,995
shares
|
$40.9 Million
9.38% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
693,782
shares
|
$40.5 Million
10.39% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
682,020
shares
|
$39.8 Million
1.27% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
681,276
shares
|
$39.7 Million
18.6% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
675,946
shares
|
$39.4 Million
13.91% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
603,938
shares
|
$35.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
584,904
shares
|
$34.1 Million
26.71% of portfolio
|
Q3 2024
Reduced 7.59%
|