Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,048 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
78,941
shares
|
$4.64 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
78,806
shares
|
$4.64 Million
0.02% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
78,121
shares
|
$4.6 Million
0.92% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
77,795
shares
|
$4.58 Million
2.74% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
77,749
shares
|
$4.57 Million
0.15% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
77,223
shares
|
$4.54 Million
0.84% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
76,983
shares
|
$4.53 Million
1.14% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
76,269
shares
|
$4.49 Million
0.88% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
75,462
shares
|
$4.44 Million
3.59% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
74,838
shares
|
$4.4 Million
5.58% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
73,366
shares
|
$4.32 Million
3.67% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
73,119
shares
|
$4.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
72,589
shares
|
$4.27 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
71,619
shares
|
$4.21 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.19%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
70,971
shares
|
$4.17 Million
1.63% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
70,805
shares
|
$4.16 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
70,126
shares
|
$4.12 Million
0.9% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
70,038
shares
|
$4.12 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
69,997
shares
|
$4.12 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
69,791
shares
|
$4.11 Million
0.64% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
69,657
shares
|
$4.1 Million
0.66% of portfolio
|
Q2 2024
Added 120.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
69,656
shares
|
$4.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 86.61%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
67,919
shares
|
$3.99 Million
1.46% of portfolio
|
Q4 2023
Reduced 5.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
67,115
shares
|
$3.95 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
67,038
shares
|
$3.94 Million
2.16% of portfolio
|
Q2 2025
New holding
|