Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,078 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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
48,860
shares
|
$2.88 Million
0.29% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
48,311
shares
|
$2.84 Million
0.23% of portfolio
|
Q2 2025
Added 31.29%
|
|
|
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
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
47,624
shares
|
$2.8 Million
1.85% of portfolio
|
Q3 2025
Added 12.19%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
47,608
shares
|
$2.8 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
47,478
shares
|
$2.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
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%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
47,040
shares
|
$2.77 Million
2.2% of portfolio
|
Q3 2025
Added 74.47%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
46,884
shares
|
$2.76 Million
0.75% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
46,617
shares
|
$2.74 Million
0.94% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
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%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
46,251
shares
|
$2.72 Million
0.77% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
45,295
shares
|
$2.67 Million
0.55% of portfolio
|
Q1 2024
Added 200.96%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
44,681
shares
|
$2.63 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
44,597
shares
|
$2.62 Million
1.11% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
44,273
shares
|
$2.61 Million
0.88% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
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%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
44,150
shares
|
$2.6 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
44,134
shares
|
$2.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
43,940
shares
|
$2.59 Million
0.94% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
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
|
|
|
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%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
42,830
shares
|
$2.52 Million
0.25% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
42,700
shares
|
$2.51 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
42,428
shares
|
$2.5 Million
1.64% of portfolio
|
Q3 2025
Reduced 19.35%
|