Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,024 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,506,691
shares
|
$2.55 Billion
0.2% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
22,253,932
shares
|
$1.3 Billion
0.1% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
7,535,912
shares
|
$442 Million
12.2% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,909,805
shares
|
$405 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,265,630
shares
|
$367 Million
0.06% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
5,559,577
shares
|
$326 Million
0.05% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,852,865
shares
|
$285 Million
0.57% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
4,500,000
shares
|
$264 Million
0.01% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
4,493,517
shares
|
$263 Million
4.74% of portfolio
|
Q1 2025
Added 81.61%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
4,350,425
shares
|
$255 Million
3.27% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,859,957
shares
|
$226 Million
7.64% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
3,666,884
shares
|
$215 Million
0.44% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,240,447
shares
|
$190 Million
0.7% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,097,806
shares
|
$182 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,991,319
shares
|
$175 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,653,756
shares
|
$156 Million
0.06% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,632,900
shares
|
$154 Million
0.04% of portfolio
|
Q1 2025
Added 240.86%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,369,757
shares
|
$139 Million
4.64% of portfolio
|
Q1 2025
Added 370.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,343,088
shares
|
$137 Million
0.03% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,269,271
shares
|
$133 Million
0.05% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,045,989
shares
|
$120 Million
0.17% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,045,743
shares
|
$120 Million
6.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,032,023
shares
|
$119 Million
1.55% of portfolio
|
Q1 2025
Reduced 40.94%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,024,208
shares
|
$119 Million
2.56% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,013,002
shares
|
$118 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.59%
|