Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,062 institutions that hold shares in the stock, with a total of 267 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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
710,683
shares
|
$41.7 Million
5.14% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
700,760
shares
|
$41.1 Million
0.05% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
663,026
shares
|
$38.9 Million
11.92% of portfolio
|
Q3 2025
Added 66.32%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
636,098
shares
|
$37.4 Million
5.15% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
629,869
shares
|
$37 Million
6.29% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
628,040
shares
|
$36.9 Million
0.0% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
627,317
shares
|
$36.8 Million
0.64% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
616,877
shares
|
$36.2 Million
2.02% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
571,558
shares
|
$33.6 Million
6.3% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
546,639
shares
|
$32.1 Million
4.0% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
546,534
shares
|
$32.1 Million
3.61% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
546,103
shares
|
$32.1 Million
14.52% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
544,563
shares
|
$32 Million
13.82% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
539,055
shares
|
$31.7 Million
0.63% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
538,794
shares
|
$31.6 Million
2.42% of portfolio
|
Q3 2025
Reduced 37.26%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
537,211
shares
|
$31.5 Million
1.53% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
533,738
shares
|
$31.3 Million
4.35% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
532,301
shares
|
$31.3 Million
0.44% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
531,957
shares
|
$31.2 Million
0.81% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
529,421
shares
|
$31.1 Million
5.21% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
529,073
shares
|
$31.1 Million
0.64% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
524,754
shares
|
$30.8 Million
0.01% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
518,021
shares
|
$30.4 Million
0.71% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
512,714
shares
|
$30.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
501,567
shares
|
$29.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 66.0%
|
|