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 |
|---|---|---|---|---|---|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
53,367
shares
|
$3.13 Million
4.28% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
53,186
shares
|
$3.12 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
53,129
shares
|
$3.12 Million
0.16% of portfolio
|
Q3 2023
Reduced 4.69%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
52,803
shares
|
$3.1 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
52,734
shares
|
$3.09 Million
0.2% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,284
shares
|
$3.07 Million
0.02% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
52,202
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
52,047
shares
|
$3.05 Million
0.45% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
51,882
shares
|
$3.04 Million
1.66% of portfolio
|
Q4 2022
Added 9.41%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
51,805
shares
|
$3.04 Million
0.39% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
51,463
shares
|
$3.02 Million
0.01% of portfolio
|
Q4 2024
Added 904.94%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
51,257
shares
|
$3.01 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
50,182
shares
|
$2.94 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
49,876
shares
|
$2.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 69.31%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
49,715
shares
|
$2.92 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
49,487
shares
|
$2.9 Million
0.28% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
48,670
shares
|
$2.86 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
48,417
shares
|
$2.84 Million
0.02% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,146
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
48,120
shares
|
$2.82 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
47,996
shares
|
$2.82 Million
0.28% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
47,931
shares
|
$2.81 Million
1.87% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Feb 03, 2025 Q4 2024 |
46,614
shares
|
$2.74 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
45,999
shares
|
$2.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
45,414
shares
|
$2.66 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.69%
|