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 |
---|---|---|---|---|---|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
39,162
shares
|
$2.3 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
39,079
shares
|
$2.29 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
38,722
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
37,698
shares
|
$2.21 Million
0.84% of portfolio
|
Q4 2024
Added 1.67%
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
37,417
shares
|
$2.2 Million
0.76% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
37,404
shares
|
$2.19 Million
0.48% of portfolio
|
Q4 2020
Reduced 0.57%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,814
shares
|
$2.16 Million
0.62% of portfolio
|
Q2 2023
Added 6.82%
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
36,314
shares
|
$2.13 Million
0.4% of portfolio
|
Q4 2024
Reduced 25.97%
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
36,180
shares
|
$2.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
35,725
shares
|
$2.1 Million
1.25% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
35,608
shares
|
$2.09 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
35,361
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 58.38%
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
35,204
shares
|
$2.07 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
35,131
shares
|
$2.06 Million
0.63% of portfolio
|
Q4 2024
Added 25.03%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
34,768
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.8%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
34,500
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.18%
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
34,418
shares
|
$2.02 Million
1.87% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
34,386
shares
|
$2.02 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
34,363
shares
|
$2.02 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
33,985
shares
|
$1.99 Million
0.74% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
33,099
shares
|
$1.94 Million
1.23% of portfolio
|
Q4 2024
Added 76.47%
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
33,037
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2024
Reduced 83.87%
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
33,020
shares
|
$1.94 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
32,987
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
32,828
shares
|
$1.93 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.79%
|