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 |
|---|---|---|---|---|---|
|
American Assets Investment Management, LLC
|
Nov 05, 2025 Q3 2025 |
230,855
shares
|
$13.6 Million
1.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
227,581
shares
|
$13.4 Million
0.01% of portfolio
|
Q3 2025
Added 41.61%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
224,576
shares
|
$13.2 Million
8.16% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
223,416
shares
|
$13.1 Million
2.07% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
222,450
shares
|
$13.1 Million
0.14% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Investure, LLC
Charlottesville, VA |
Nov 07, 2025 Q3 2025 |
222,200
shares
|
$13 Million
0.81% of portfolio
|
Q4 2023
New holding
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
221,277
shares
|
$13 Million
3.73% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
220,334
shares
|
$12.9 Million
2.67% of portfolio
|
Q3 2025
Added 27.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
219,304
shares
|
$12.9 Million
1.12% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
218,903
shares
|
$12.9 Million
6.48% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
218,516
shares
|
$12.8 Million
0.35% of portfolio
|
Q4 2023
Reduced 50.56%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
216,603
shares
|
$12.7 Million
3.9% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
209,786
shares
|
$12.3 Million
0.19% of portfolio
|
Q3 2025
Added 30.85%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
205,899
shares
|
$12.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
204,756
shares
|
$12 Million
0.34% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
203,100
shares
|
$11.9 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.74%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
202,703
shares
|
$11.9 Million
11.75% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
200,724
shares
|
$11.8 Million
0.28% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
198,150
shares
|
$11.6 Million
0.3% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
197,933
shares
|
$11.6 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
197,746
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
195,868
shares
|
$11.5 Million
0.18% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
193,066
shares
|
$11.3 Million
9.8% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
189,826
shares
|
$11.1 Million
2.43% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
188,432
shares
|
$11.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 28.82%
|
|