Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,025 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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
123,063
shares
|
$7.22 Million
0.01% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
122,683
shares
|
$7.19 Million
3.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
122,574
shares
|
$7.19 Million
2.51% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
122,440
shares
|
$7.18 Million
1.93% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
121,493
shares
|
$7.12 Million
0.43% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
121,095
shares
|
$7.1 Million
0.67% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
119,233
shares
|
$6.99 Million
4.1% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
118,759
shares
|
$6.96 Million
0.23% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
118,505
shares
|
$6.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
117,412
shares
|
$6.89 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,601
shares
|
$6.66 Million
0.28% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
113,485
shares
|
$6.65 Million
0.76% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
112,674
shares
|
$6.61 Million
0.39% of portfolio
|
Q1 2025
Added 113.66%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
110,748
shares
|
$6.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
108,936
shares
|
$6.39 Million
0.09% of portfolio
|
Q3 2023
Added 174.15%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
108,427
shares
|
$6.36 Million
4.91% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
107,825
shares
|
$6.32 Million
0.21% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
107,586
shares
|
$6.31 Million
3.77% of portfolio
|
Q2 2024
Added 7.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,042
shares
|
$6.28 Million
0.26% of portfolio
|
Q2 2020
Reduced 48.55%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
106,978
shares
|
$6.27 Million
4.6% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
105,357
shares
|
$6.18 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
104,314
shares
|
$6.12 Million
4.6% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
103,854
shares
|
$6.09 Million
4.51% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
103,217
shares
|
$6.05 Million
0.05% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
102,211
shares
|
$5.99 Million
0.0% of portfolio
|
Q1 2025
Added 95.8%
|