Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,026 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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
77,991
shares
|
$4.57 Million
0.77% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
77,795
shares
|
$4.56 Million
2.68% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
77,580
shares
|
$4.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 36.14%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
77,568
shares
|
$4.55 Million
4.59% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
77,271
shares
|
$4.53 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
76,727
shares
|
$4.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
76,561
shares
|
$4.49 Million
0.72% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
76,531
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
76,084
shares
|
$4.46 Million
3.85% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
76,078
shares
|
$4.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
75,078
shares
|
$4.4 Million
0.34% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
74,838
shares
|
$4.39 Million
5.58% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
74,494
shares
|
$4.37 Million
0.07% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
73,048
shares
|
$4.28 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
73,047
shares
|
$4.28 Million
3.84% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
72,710
shares
|
$4.26 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
72,114
shares
|
$4.23 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
72,060
shares
|
$4.23 Million
0.67% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
70,710
shares
|
$4.15 Million
0.66% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
70,509
shares
|
$4.13 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
70,283
shares
|
$4.12 Million
0.29% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
70,126
shares
|
$4.11 Million
0.9% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
69,657
shares
|
$4.08 Million
0.78% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
69,178
shares
|
$4.06 Million
0.47% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
67,919
shares
|
$3.98 Million
1.46% of portfolio
|
Q4 2023
Reduced 5.59%
|