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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
42,346
shares
|
$2.49 Million
1.77% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
42,173
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
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%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
40,367
shares
|
$2.38 Million
1.06% of portfolio
|
Q3 2025
Added 34.11%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
39,375
shares
|
$2.32 Million
0.71% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
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%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
38,742
shares
|
$2.28 Million
0.25% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
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%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
38,428
shares
|
$2.26 Million
0.68% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
37,995
shares
|
$2.24 Million
0.37% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
36,594
shares
|
$2.15 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
36,117
shares
|
$2.13 Million
0.38% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
35,595
shares
|
$2.09 Million
0.66% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
35,497
shares
|
$2.09 Million
0.46% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
35,149
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 49.54%
|