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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,826,533
shares
|
$107 Million
0.15% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,808,121
shares
|
$106 Million
0.02% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,772,239
shares
|
$104 Million
6.27% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,734,700
shares
|
$102 Million
0.16% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
1,684,592
shares
|
$98.8 Million
1.92% of portfolio
|
Q2 2022
Reduced 3.92%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
1,461,439
shares
|
$85.7 Million
1.09% of portfolio
|
Q1 2025
Added 2004.18%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
1,457,050
shares
|
$85.4 Million
4.26% of portfolio
|
Q1 2025
Reduced 36.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,446,184
shares
|
$84.8 Million
0.07% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
1,441,536
shares
|
$84.5 Million
0.91% of portfolio
|
Q1 2025
Added 242.7%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,413,277
shares
|
$82.9 Million
0.08% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,412,921
shares
|
$82.9 Million
0.64% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
1,346,379
shares
|
$79 Million
2.18% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,275,761
shares
|
$74.8 Million
2.57% of portfolio
|
Q1 2025
Added 93.12%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
1,263,428
shares
|
$74.1 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,233,368
shares
|
$72.3 Million
0.11% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,208,944
shares
|
$70.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
1,178,847
shares
|
$69.1 Million
1.49% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
1,157,833
shares
|
$67.9 Million
4.56% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,155,628
shares
|
$67.8 Million
1.46% of portfolio
|
Q1 2025
Added 101.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,116,849
shares
|
$65.5 Million
0.11% of portfolio
|
Q1 2025
Added 276.8%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,044,360
shares
|
$61.2 Million
1.09% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,033,345
shares
|
$60.6 Million
0.59% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,025,069
shares
|
$60.1 Million
6.68% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,022,915
shares
|
$60 Million
0.57% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,017,352
shares
|
$59.7 Million
0.33% of portfolio
|
Q1 2025
Added 13.27%
|