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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
100,108
shares
|
$5.87 Million
0.0% of portfolio
|
Q1 2025
Added 36.88%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
99,029
shares
|
$5.81 Million
0.09% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
97,575
shares
|
$5.72 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
96,272
shares
|
$5.65 Million
0.09% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
95,907
shares
|
$5.62 Million
3.9% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
94,973
shares
|
$5.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 47.96%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
93,022
shares
|
$5.45 Million
2.47% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
92,046
shares
|
$5.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.88%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
91,987
shares
|
$5.39 Million
2.07% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
91,924
shares
|
$5.39 Million
6.4% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
89,705
shares
|
$5.26 Million
2.42% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
88,344
shares
|
$5.18 Million
0.03% of portfolio
|
Q1 2025
Added 82.46%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
88,039
shares
|
$5.16 Million
0.48% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
85,879
shares
|
$5.04 Million
3.08% of portfolio
|
Q1 2025
Added 376.26%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
85,879
shares
|
$5.04 Million
1.46% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
85,252
shares
|
$5 Million
1.07% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
85,170
shares
|
$4.99 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
84,082
shares
|
$4.93 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
83,352
shares
|
$4.89 Million
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
83,219
shares
|
$4.88 Million
1.42% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
82,523
shares
|
$4.84 Million
1.03% of portfolio
|
Q1 2025
Added 25.97%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
80,574
shares
|
$4.72 Million
0.9% of portfolio
|
Q1 2025
Added 19.65%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
79,541
shares
|
$4.66 Million
2.66% of portfolio
|
Q1 2025
Added 12.21%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
78,941
shares
|
$4.63 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.43%
|