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 |
|---|---|---|---|---|---|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
133,420
shares
|
$7.85 Million
3.01% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
132,426
shares
|
$7.79 Million
0.83% of portfolio
|
Q2 2025
Added 139.17%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
132,253
shares
|
$7.78 Million
9.1% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
130,333
shares
|
$7.67 Million
0.72% of portfolio
|
Q3 2022
Reduced 60.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
129,567
shares
|
$7.63 Million
0.08% of portfolio
|
Q2 2025
Added 628.07%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
128,523
shares
|
$7.56 Million
4.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
126,872
shares
|
$7.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
126,846
shares
|
$7.46 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
126,127
shares
|
$7.42 Million
1.8% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
125,747
shares
|
$7.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
124,928
shares
|
$7.35 Million
0.08% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
123,027
shares
|
$7.24 Million
1.64% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
122,187
shares
|
$7.19 Million
2.77% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
121,095
shares
|
$7.13 Million
0.67% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
120,732
shares
|
$7.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
120,049
shares
|
$7.06 Million
4.16% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
119,869
shares
|
$7.05 Million
0.74% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
119,632
shares
|
$7.04 Million
5.6% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
119,203
shares
|
$7.02 Million
4.7% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
118,650
shares
|
$6.98 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
117,227
shares
|
$6.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
114,747
shares
|
$6.75 Million
0.04% of portfolio
|
Q3 2025
Added 2362.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,601
shares
|
$6.69 Million
0.28% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
113,553
shares
|
$6.68 Million
0.04% of portfolio
|
Q2 2025
Added 129.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
112,419
shares
|
$6.62 Million
0.09% of portfolio
|
Q3 2025
Reduced 54.02%
|