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 |
|---|---|---|---|---|---|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
236,657
shares
|
$13.8 Million
0.42% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
227,425
shares
|
$13.3 Million
5.84% of portfolio
|
Q4 2024
Added 405.45%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
226,806
shares
|
$13.2 Million
2.3% of portfolio
|
Q4 2024
Added 14.74%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
223,499
shares
|
$13 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
222,450
shares
|
$13 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Investure, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
222,200
shares
|
$13 Million
0.91% of portfolio
|
Q4 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
218,516
shares
|
$12.7 Million
0.35% of portfolio
|
Q4 2023
Reduced 50.56%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
218,152
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
212,910
shares
|
$12.4 Million
0.93% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
212,504
shares
|
$12.4 Million
0.44% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
211,814
shares
|
$12.4 Million
4.12% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
209,100
shares
|
$12.2 Million
0.04% of portfolio
|
Q1 2023
Reduced 95.9%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
207,067
shares
|
$12.1 Million
4.28% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
206,140
shares
|
$12 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
204,123
shares
|
$11.9 Million
1.56% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
203,100
shares
|
$11.8 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
196,160
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
195,830
shares
|
$11.4 Million
0.75% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
195,281
shares
|
$11.4 Million
1.17% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
192,079
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
189,758
shares
|
$11.1 Million
2.73% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
189,744
shares
|
$11.1 Million
1.43% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
189,642
shares
|
$11.1 Million
10.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
188,513
shares
|
$11 Million
1.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
187,291
shares
|
$10.9 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.2%
|