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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
41,575
shares
|
$2.45 Million
0.46% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
41,126
shares
|
$2.42 Million
0.02% of portfolio
|
Q2 2025
Added 232.84%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,735
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
40,028
shares
|
$2.35 Million
0.49% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
39,419
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
39,019
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
38,602
shares
|
$2.27 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
37,893
shares
|
$2.23 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
37,522
shares
|
$2.21 Million
0.34% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
37,476
shares
|
$2.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
37,404
shares
|
$2.2 Million
0.48% of portfolio
|
Q4 2020
Reduced 0.57%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
37,315
shares
|
$2.19 Million
0.39% of portfolio
|
Q1 2025
Added 139.51%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
37,109
shares
|
$2.18 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
36,814
shares
|
$2.17 Million
0.62% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Unconventional Investor, LLC
|
Aug 01, 2025 Q2 2025 |
36,710
shares
|
$2.16 Million
1.23% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
36,485
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
36,315
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
35,440
shares
|
$2.08 Million
0.09% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
35,299
shares
|
$2.08 Million
0.57% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
34,931
shares
|
$2.05 Million
0.52% of portfolio
|
Q2 2025
Added 62.43%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
34,840
shares
|
$2.05 Million
0.33% of portfolio
|
Q2 2025
Added 23.05%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
34,718
shares
|
$2.04 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
34,354
shares
|
$2.02 Million
0.81% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
34,186
shares
|
$2.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 48.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
34,170
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.04%
|