Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 988 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
6,965
shares
|
$408,706
0.08% of portfolio
|
Q1 2025
Reduced 50.75%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,929
shares
|
$406,593
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,912
shares
|
$405,596
0.03% of portfolio
|
Q4 2023
Reduced 7.36%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,869
shares
|
$403,072
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
6,830
shares
|
$400,784
0.3% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
6,829
shares
|
$400,725
0.01% of portfolio
|
Q4 2024
Reduced 90.38%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
6,791
shares
|
$398,495
0.04% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,748
shares
|
$395,972
0.0% of portfolio
|
Q4 2024
Reduced 95.61%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
6,744
shares
|
$395,737
0.13% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
6,720
shares
|
$394,329
0.12% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
6,606
shares
|
$387,640
0.0% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
6,597
shares
|
$387,111
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
6,576
shares
|
$385,879
0.28% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,558
shares
|
$384,823
0.07% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
6,516
shares
|
$382,358
0.14% of portfolio
|
Q4 2024
Added 59.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,501
shares
|
$381,478
0.03% of portfolio
|
Q4 2022
Added 0.54%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
6,480
shares
|
$380,246
0.1% of portfolio
|
Q1 2025
Reduced 79.02%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,451
shares
|
$378,544
0.03% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
6,450
shares
|
$378,486
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
6,410
shares
|
$376,138
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,338
shares
|
$371,913
0.02% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
6,336
shares
|
$371,796
0.29% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
6,287
shares
|
$368,921
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
6,185
shares
|
$362,935
0.44% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
6,143
shares
|
$360,471
1.4% of portfolio
|
Q3 2024
Reduced 10.36%
|