Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 919 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 $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
301
shares
|
$17,485
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
284
shares
|
$16,497
0.02% of portfolio
|
Q3 2024
Reduced 99.27%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
257
shares
|
$14,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
255
shares
|
$14,812
0.01% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
255
shares
|
$14,812
0.0% of portfolio
|
Q4 2023
Reduced 60.09%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
253
shares
|
$14,696
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
242
shares
|
$14,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
224
shares
|
$13,012
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
205
shares
|
$11,908
0.0% of portfolio
|
Q4 2023
Added 606.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
180
shares
|
$10,456
0.0% of portfolio
|
Q2 2023
Reduced 72.6%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
173
shares
|
$10,049
0.0% of portfolio
|
Q2 2024
Reduced 95.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
157
shares
|
$9,120
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
138
shares
|
$8,016
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
106
shares
|
$6,157
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
105
shares
|
$6,099
0.0% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
102
shares
|
$5,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
101
shares
|
$5,867
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
101
shares
|
$5,867
0.0% of portfolio
|
Q3 2024
Added 146.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,809
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
94
shares
|
$5,460
0.0% of portfolio
|
Q3 2024
Reduced 87.21%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
87
shares
|
$5,053
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
74
shares
|
$4,298
0.0% of portfolio
|
Q4 2023
Reduced 54.6%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
67
shares
|
$3,892
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
59
shares
|
$3,427
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
59
shares
|
$3,427
0.08% of portfolio
|
Q3 2024
Reduced 99.88%
|