Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,076 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
78,941
shares
|
$4.65 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
78,410
shares
|
$4.61 Million
0.63% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
78,238
shares
|
$4.6 Million
0.14% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
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%
|
|
|
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%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
75,244
shares
|
$4.43 Million
0.65% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
75,224
shares
|
$4.43 Million
4.06% of portfolio
|
Q3 2025
Added 204.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
74,845
shares
|
$4.4 Million
0.09% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
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%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
70,805
shares
|
$4.17 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
70,126
shares
|
$4.13 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%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
69,989
shares
|
$4.12 Million
0.15% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
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%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
69,259
shares
|
$4.08 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
67,919
shares
|
$4 Million
1.46% of portfolio
|
Q4 2023
Reduced 5.59%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
67,440
shares
|
$3.97 Million
0.95% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
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
|
$3.95 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
67,001
shares
|
$3.94 Million
2.11% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
66,495
shares
|
$3.91 Million
1.9% of portfolio
|
Q3 2025
Added 9.1%
|