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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
49,677
shares
|
$2.91 Million
0.95% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
49,600
shares
|
$2.91 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
49,378
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
49,315
shares
|
$2.89 Million
1.14% of portfolio
|
Q1 2025
Added 30.82%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
48,996
shares
|
$2.87 Million
0.32% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
48,499
shares
|
$2.84 Million
1.94% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
48,146
shares
|
$2.82 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
47,855
shares
|
$2.81 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
47,849
shares
|
$2.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
47,370
shares
|
$2.78 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
47,254
shares
|
$2.77 Million
3.02% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
45,802
shares
|
$2.69 Million
0.93% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
45,485
shares
|
$2.67 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
45,295
shares
|
$2.66 Million
0.55% of portfolio
|
Q1 2024
Added 200.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
45,207
shares
|
$2.65 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
45,069
shares
|
$2.64 Million
0.1% of portfolio
|
Q1 2025
Added 61.81%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
44,708
shares
|
$2.62 Million
1.33% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
44,339
shares
|
$2.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
44,137
shares
|
$2.59 Million
1.06% of portfolio
|
Q1 2025
Added 54.69%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
44,041
shares
|
$2.58 Million
2.01% of portfolio
|
Q1 2025
Added 360.25%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
44,013
shares
|
$2.58 Million
0.11% of portfolio
|
Q1 2025
Added 25.02%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
43,533
shares
|
$2.55 Million
0.71% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
43,100
shares
|
$2.53 Million
0.23% of portfolio
|
Q1 2025
Added 128.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
42,800
shares
|
$2.51 Million
0.06% of portfolio
|
Q1 2025
Added 32.76%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
42,726
shares
|
$2.51 Million
0.71% of portfolio
|
Q1 2025
Added 21.62%
|