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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
47,995
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Added 95.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
47,889
shares
|
$2.82 Million
0.11% of portfolio
|
Q2 2025
Added 27.15%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
47,631
shares
|
$2.8 Million
0.23% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
47,608
shares
|
$2.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
47,600
shares
|
$2.8 Million
0.07% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Aug 01, 2025 Q2 2025 |
47,050
shares
|
$2.77 Million
0.38% of portfolio
|
Q2 2025
Added 90.1%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Aug 14, 2025 Q2 2025 |
46,389
shares
|
$2.73 Million
0.92% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
46,388
shares
|
$2.73 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
45,918
shares
|
$2.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
45,884
shares
|
$2.7 Million
0.84% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
45,816
shares
|
$2.69 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
45,517
shares
|
$2.68 Million
0.97% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
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%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
45,034
shares
|
$2.65 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
44,893
shares
|
$2.64 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
44,381
shares
|
$2.61 Million
3.65% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
44,230
shares
|
$2.6 Million
1.81% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
43,869
shares
|
$2.58 Million
2.42% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
43,662
shares
|
$2.57 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
43,534
shares
|
$2.56 Million
0.23% of portfolio
|
Q2 2025
Added 56.5%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
43,353
shares
|
$2.55 Million
0.8% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
43,331
shares
|
$2.55 Million
0.98% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
43,022
shares
|
$2.53 Million
0.85% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
42,718
shares
|
$2.51 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
42,450
shares
|
$2.5 Million
1.87% of portfolio
|
Q2 2025
Added 22.89%
|