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 |
|---|---|---|---|---|---|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
283,882
shares
|
$16.7 Million
8.21% of portfolio
|
Q3 2025
Added 52.76%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
281,813
shares
|
$16.5 Million
0.19% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
276,681
shares
|
$16.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
270,854
shares
|
$15.9 Million
0.75% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
269,854
shares
|
$15.8 Million
10.48% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
269,000
shares
|
$15.8 Million
8.98% of portfolio
|
Q3 2025
Added 51.96%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
263,512
shares
|
$15.5 Million
1.45% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
261,477
shares
|
$15.4 Million
0.61% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
254,511
shares
|
$14.9 Million
2.51% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
251,635
shares
|
$14.8 Million
3.43% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
249,724
shares
|
$14.7 Million
0.96% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
246,740
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
246,627
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
245,192
shares
|
$14.4 Million
1.59% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
244,320
shares
|
$14.3 Million
2.87% of portfolio
|
Q3 2025
Added 20.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
243,710
shares
|
$14.3 Million
0.14% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
243,073
shares
|
$14.3 Million
5.03% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
240,480
shares
|
$14.1 Million
0.08% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
True Wealth Financial Partners
|
Nov 20, 2025 Q3 2025 |
238,797
shares
|
$14 Million
7.25% of portfolio
|
Q3 2025
Added 62.33%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
235,286
shares
|
$13.8 Million
3.82% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
234,881
shares
|
$13.8 Million
1.29% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
231,320
shares
|
$13.6 Million
5.75% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
231,279
shares
|
$13.6 Million
14.73% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
231,263
shares
|
$13.6 Million
0.34% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
American Assets Capital Advisers, LLC
|
Nov 04, 2025 Q3 2025 |
230,855
shares
|
$13.6 Million
15.63% of portfolio
|
Q2 2025
Added 1.36%
|
|