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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
67,469
shares
|
$3.96 Million
0.33% of portfolio
|
Q1 2025
Added 274.22%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
67,332
shares
|
$3.95 Million
0.84% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
67,173
shares
|
$3.94 Million
0.89% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
66,366
shares
|
$3.89 Million
0.34% of portfolio
|
Q1 2025
Added 591.96%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
65,231
shares
|
$3.83 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
64,662
shares
|
$3.79 Million
0.16% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
64,500
shares
|
$3.78 Million
1.53% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
64,405
shares
|
$3.78 Million
3.19% of portfolio
|
Q1 2025
Added 29.55%
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
64,161
shares
|
$3.76 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
63,660
shares
|
$3.73 Million
2.59% of portfolio
|
Q2 2024
Reduced 66.07%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
63,526
shares
|
$3.73 Million
1.59% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
63,359
shares
|
$3.72 Million
0.86% of portfolio
|
Q4 2022
Added 34.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
62,969
shares
|
$3.69 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
62,519
shares
|
$3.67 Million
0.61% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
62,239
shares
|
$3.65 Million
1.57% of portfolio
|
Q3 2023
Reduced 13.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
61,664
shares
|
$3.62 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
61,470
shares
|
$3.6 Million
0.01% of portfolio
|
Q1 2025
Added 417.42%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
61,440
shares
|
$3.6 Million
0.91% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
61,008
shares
|
$3.58 Million
0.4% of portfolio
|
Q1 2025
Reduced 40.45%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
60,041
shares
|
$3.52 Million
0.1% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
60,007
shares
|
$3.52 Million
3.77% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
59,574
shares
|
$3.49 Million
0.19% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
59,350
shares
|
$3.48 Million
1.82% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
59,041
shares
|
$3.46 Million
0.63% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
58,591
shares
|
$3.44 Million
1.5% of portfolio
|
Q1 2025
New holding
|