Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,025 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
34,802
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
34,543
shares
|
$2.03 Million
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
33,900
shares
|
$1.99 Million
0.98% of portfolio
|
Q1 2025
Added 74.47%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
33,893
shares
|
$1.99 Million
0.15% of portfolio
|
Q1 2025
Added 24.77%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
33,365
shares
|
$1.96 Million
0.1% of portfolio
|
Q1 2025
Added 86.61%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
33,349
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
33,213
shares
|
$1.95 Million
0.1% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
33,187
shares
|
$1.95 Million
1.45% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
32,985
shares
|
$1.93 Million
0.2% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
32,794
shares
|
$1.92 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
32,453
shares
|
$1.9 Million
0.48% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,999
shares
|
$1.88 Million
0.25% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
31,870
shares
|
$1.87 Million
0.09% of portfolio
|
Q1 2025
Added 39.77%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
31,618
shares
|
$1.85 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
31,498
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
31,429
shares
|
$1.84 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
31,068
shares
|
$1.82 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
30,883
shares
|
$1.81 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
30,857
shares
|
$1.81 Million
0.2% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
30,713
shares
|
$1.8 Million
0.59% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
30,675
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
30,518
shares
|
$1.79 Million
0.3% of portfolio
|
Q1 2025
Reduced 24.48%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
30,359
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2025
Added 39.95%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
30,047
shares
|
$1.76 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
29,497
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 1.92%
|