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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
139,929
shares
|
$8.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
139,514
shares
|
$8.21 Million
0.36% of portfolio
|
Q2 2025
Added 106.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
136,063
shares
|
$8 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
135,837
shares
|
$7.99 Million
3.84% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
134,187
shares
|
$7.89 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
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%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
130,726
shares
|
$7.69 Million
0.52% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
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
|
$7.62 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
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
127,642
shares
|
$7.51 Million
4.23% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
126,872
shares
|
$7.46 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%
|
|
|
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%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
124,957
shares
|
$7.35 Million
0.34% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
124,928
shares
|
$7.35 Million
0.08% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
124,403
shares
|
$7.32 Million
2.98% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
124,066
shares
|
$7.3 Million
1.86% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
123,018
shares
|
$7.24 Million
5.35% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
121,095
shares
|
$7.12 Million
0.67% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
120,732
shares
|
$7.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
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%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
118,650
shares
|
$6.98 Million
0.03% of portfolio
|
Q2 2025
New holding
|