Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
115,635
shares
|
$6.79 Million
0.56% of portfolio
|
Q4 2024
Added 23.68%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
115,499
shares
|
$6.78 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,601
shares
|
$6.67 Million
0.28% of portfolio
|
Q3 2022
Reduced 8.95%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
113,240
shares
|
$6.64 Million
1.76% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
112,756
shares
|
$6.62 Million
0.72% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
112,591
shares
|
$6.61 Million
0.81% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
112,169
shares
|
$6.58 Million
0.74% of portfolio
|
Q4 2024
Added 128.36%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
112,045
shares
|
$6.57 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
111,879
shares
|
$6.57 Million
0.11% of portfolio
|
Q4 2024
Reduced 52.73%
|
|
|
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%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
107,848
shares
|
$6.33 Million
0.23% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
107,755
shares
|
$6.32 Million
4.51% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
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%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
106,856
shares
|
$6.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
103,286
shares
|
$6.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
102,446
shares
|
$6.01 Million
0.67% of portfolio
|
Q4 2024
Reduced 41.17%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
101,565
shares
|
$5.96 Million
2.99% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
100,749
shares
|
$5.91 Million
4.86% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
100,749
shares
|
$5.91 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
100,035
shares
|
$5.87 Million
0.28% of portfolio
|
Q4 2024
Added 85.53%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
99,209
shares
|
$5.82 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
99,000
shares
|
$5.81 Million
1.92% of portfolio
|
Q4 2024
Added 60.08%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
98,810
shares
|
$5.8 Million
4.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
97,575
shares
|
$5.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.08%
|