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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
900
shares
|
$52,479
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
900
shares
|
$52,479
0.0% of portfolio
|
Q3 2023
Added 80.0%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
875
shares
|
$51,021
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
857
shares
|
$49,971
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
846
shares
|
$49,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
820
shares
|
$47,814
0.03% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
819
shares
|
$47,755
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
803
shares
|
$46,822
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
800
shares
|
$46,648
0.0% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
769
shares
|
$44,840
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
758
shares
|
$44,198
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
746
shares
|
$43,499
0.01% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
746
shares
|
$43,499
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
735
shares
|
$42,857
0.01% of portfolio
|
Q3 2024
Added 51.23%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
725
shares
|
$42,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
722
shares
|
$42,099
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
696
shares
|
$40,583
0.01% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
672
shares
|
$39,184
0.01% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
662
shares
|
$38,601
0.0% of portfolio
|
Q3 2021
Reduced 54.81%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
657
shares
|
$38,309
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
560
shares
|
$32,653
0.01% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
550
shares
|
$32,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
525
shares
|
$30,612
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
506
shares
|
$29,504
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
502
shares
|
$29,271
0.01% of portfolio
|
Q3 2024
New holding
|