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 |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
97,442
shares
|
$5.72 Million
2.12% of portfolio
|
Q4 2024
Added 23.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
97,178
shares
|
$5.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
96,911
shares
|
$5.69 Million
0.8% of portfolio
|
Q4 2024
Added 39.9%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
95,915
shares
|
$5.63 Million
1.56% of portfolio
|
Q4 2024
Added 468.89%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
95,781
shares
|
$5.62 Million
0.41% of portfolio
|
Q4 2024
Added 93.3%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
94,797
shares
|
$5.56 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
94,500
shares
|
$5.55 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
94,130
shares
|
$5.52 Million
0.08% of portfolio
|
Q4 2024
Added 32.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
92,489
shares
|
$5.43 Million
0.08% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
92,443
shares
|
$5.42 Million
0.39% of portfolio
|
Q4 2024
Added 55.01%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
90,978
shares
|
$5.34 Million
0.37% of portfolio
|
Q4 2024
Reduced 38.11%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
89,586
shares
|
$5.26 Million
4.16% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
88,499
shares
|
$5.19 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
88,206
shares
|
$5.18 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
88,077
shares
|
$5.17 Million
1.75% of portfolio
|
Q4 2024
Reduced 34.28%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
85,252
shares
|
$5 Million
1.07% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
85,197
shares
|
$5 Million
0.83% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
85,169
shares
|
$5 Million
0.57% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
84,880
shares
|
$4.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
83,454
shares
|
$4.9 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
81,408
shares
|
$4.78 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
80,788
shares
|
$4.74 Million
0.4% of portfolio
|
Q4 2024
Added 94.89%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
79,705
shares
|
$4.68 Million
2.09% of portfolio
|
Q4 2024
Added 34.06%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
78,754
shares
|
$4.62 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
77,768
shares
|
$4.56 Million
4.46% of portfolio
|
Q4 2024
New holding
|