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 268 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 |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
1,031,784
shares
|
$60.6 Million
12.35% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,016,597
shares
|
$59.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,010,356
shares
|
$59.3 Million
3.88% of portfolio
|
Q3 2025
Added 28.73%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
943,038
shares
|
$55.4 Million
12.15% of portfolio
|
Q3 2025
Added 26.39%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
899,185
shares
|
$52.8 Million
12.81% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
894,469
shares
|
$52.5 Million
10.0% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
888,930
shares
|
$52.2 Million
13.81% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881,242
shares
|
$51.7 Million
4.53% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
879,579
shares
|
$51.6 Million
6.3% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
871,626
shares
|
$51.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
869,346
shares
|
$51 Million
0.38% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
865,757
shares
|
$50.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 43.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
858,447
shares
|
$50.4 Million
0.09% of portfolio
|
Q3 2025
Added 34.44%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
854,477
shares
|
$50.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
846,016
shares
|
$49.7 Million
2.14% of portfolio
|
Q4 2024
Added 21432.6%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
840,034
shares
|
$49.3 Million
2.73% of portfolio
|
Q3 2025
Added 126.75%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
819,368
shares
|
$48.1 Million
12.8% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
815,781
shares
|
$47.9 Million
4.79% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
810,718
shares
|
$47.6 Million
21.47% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
807,675
shares
|
$47.4 Million
2.97% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
767,539
shares
|
$45.1 Million
9.33% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
758,061
shares
|
$44.5 Million
1.47% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
748,400
shares
|
$43.9 Million
4.94% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
745,094
shares
|
$43.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
734,575
shares
|
$43.1 Million
4.08% of portfolio
|
Q3 2025
Added 454.71%
|
|