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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
65,677
shares
|
$3.85 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
65,511
shares
|
$3.84 Million
0.83% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
65,231
shares
|
$3.83 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
65,174
shares
|
$3.82 Million
0.6% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
64,589
shares
|
$3.79 Million
0.26% of portfolio
|
Q4 2024
Reduced 16.09%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
64,193
shares
|
$3.77 Million
0.68% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
64,065
shares
|
$3.76 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
63,728
shares
|
$3.74 Million
0.59% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
63,660
shares
|
$3.74 Million
2.59% of portfolio
|
Q2 2024
Reduced 66.07%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
63,042
shares
|
$3.7 Million
0.1% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
62,361
shares
|
$3.66 Million
0.61% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
62,239
shares
|
$3.65 Million
1.57% of portfolio
|
Q3 2023
Reduced 13.0%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
61,440
shares
|
$3.61 Million
0.91% of portfolio
|
Q2 2024
Added 7.87%
|
|
|
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%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
59,745
shares
|
$3.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
58,184
shares
|
$3.41 Million
3.85% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
56,844
shares
|
$3.34 Million
0.19% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
56,762
shares
|
$3.33 Million
0.81% of portfolio
|
Q2 2024
Added 9.38%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
56,084
shares
|
$3.29 Million
0.11% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
55,957
shares
|
$3.28 Million
1.18% of portfolio
|
Q4 2024
Added 197.11%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
55,432
shares
|
$3.25 Million
0.31% of portfolio
|
Q4 2024
Added 22.96%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
54,590
shares
|
$3.2 Million
2.12% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
54,014
shares
|
$3.17 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
53,799
shares
|
$3.16 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.19%
|