Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,048 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
171,497
shares
|
$10.1 Million
0.18% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
171,084
shares
|
$10.1 Million
4.94% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
166,697
shares
|
$9.81 Million
0.09% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
164,951
shares
|
$9.7 Million
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
164,434
shares
|
$9.67 Million
1.11% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
161,732
shares
|
$9.51 Million
2.47% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
161,231
shares
|
$9.48 Million
0.65% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
160,711
shares
|
$9.45 Million
0.01% of portfolio
|
Q2 2025
Added 202.77%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
160,323
shares
|
$9.43 Million
0.15% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
159,492
shares
|
$9.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
159,156
shares
|
$9.36 Million
0.04% of portfolio
|
Q2 2025
Added 17.24%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
157,964
shares
|
$9.29 Million
2.79% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
157,913
shares
|
$9.29 Million
0.62% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
157,435
shares
|
$9.26 Million
0.74% of portfolio
|
Q2 2025
Added 115.52%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
156,026
shares
|
$9.18 Million
4.06% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
152,978
shares
|
$9 Million
0.46% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
150,603
shares
|
$8.86 Million
5.89% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
149,368
shares
|
$8.79 Million
0.26% of portfolio
|
Q2 2025
Added 193.24%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
149,153
shares
|
$8.77 Million
6.54% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
True Wealth Financial Partners
|
Aug 13, 2025 Q2 2025 |
147,110
shares
|
$8.65 Million
4.82% of portfolio
|
Q2 2025
Added 71.3%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
146,587
shares
|
$8.62 Million
2.7% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
146,552
shares
|
$8.62 Million
0.1% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
142,206
shares
|
$8.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 42.93%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
141,817
shares
|
$8.34 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
141,229
shares
|
$8.31 Million
5.03% of portfolio
|
Q2 2025
Added 0.43%
|