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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,822
shares
|
$282,954
0.0% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,783
shares
|
$280,666
0.11% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
4,778
shares
|
$280,373
0.06% of portfolio
|
Q4 2024
Reduced 84.94%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,767
shares
|
$279,727
0.23% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
4,696
shares
|
$275,561
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,683
shares
|
$274,798
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,652
shares
|
$272,979
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,591
shares
|
$269,399
0.02% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,518
shares
|
$265,116
0.05% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Defender Capital, Llc.
|
Jan 23, 2025 Q4 2024 |
4,500
shares
|
$264,060
0.1% of portfolio
|
Q4 2024
Reduced 99.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
4,462
shares
|
$261,830
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
4,439
shares
|
$260,480
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,437
shares
|
$260,363
0.01% of portfolio
|
Q4 2022
Added 22.0%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
4,425
shares
|
$259,659
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
4,409
shares
|
$258,720
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
4,394
shares
|
$257,839
0.72% of portfolio
|
Q4 2024
Added 372.47%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,394
shares
|
$257,839
0.02% of portfolio
|
Q4 2024
Added 102.49%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
4,388
shares
|
$257,487
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
4,363
shares
|
$256,020
0.23% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,327
shares
|
$253,908
0.11% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
4,321
shares
|
$253,556
0.04% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,266
shares
|
$250,328
0.03% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,248
shares
|
$249,272
0.15% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,206
shares
|
$246,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
4,194
shares
|
$246,103
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|