Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,076 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 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
|
$2.56 Billion
0.2% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
20,478,670
shares
|
$1.21 Billion
0.08% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,737,169
shares
|
$514 Million
0.04% of portfolio
|
Q2 2025
Added 26.45%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
7,525,339
shares
|
$443 Million
10.66% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,692,698
shares
|
$394 Million
0.06% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,950,761
shares
|
$350 Million
0.05% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,751,500
shares
|
$338 Million
0.62% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,282,925
shares
|
$252 Million
2.81% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,150,000
shares
|
$244 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,103,319
shares
|
$241 Million
7.09% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,961,733
shares
|
$233 Million
0.39% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,913,888
shares
|
$230 Million
2.93% of portfolio
|
Q2 2025
Added 167.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,770,766
shares
|
$222 Million
0.05% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,327,522
shares
|
$196 Million
0.06% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,180,410
shares
|
$187 Million
0.07% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,162,507
shares
|
$186 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,656,654
shares
|
$156 Million
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
2,470,830
shares
|
$145 Million
5.99% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,415,792
shares
|
$142 Million
0.03% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,336,312
shares
|
$137 Million
2.27% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,328,663
shares
|
$137 Million
0.05% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,321,017
shares
|
$137 Million
2.38% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,043,482
shares
|
$120 Million
5.68% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,038,812
shares
|
$120 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,025,138
shares
|
$119 Million
0.21% of portfolio
|
Q2 2025
Added 0.6%
|