Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 982 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,841,954
shares
|
$108 Million
2.52% of portfolio
|
Q4 2024
Added 14.93%
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
1,765,187
shares
|
$104 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.3%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,721,827
shares
|
$101 Million
6.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
1,684,592
shares
|
$98.9 Million
1.92% of portfolio
|
Q2 2022
Reduced 3.92%
|
|
|
Johns Hopkins University
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,503,345
shares
|
$88.2 Million
3.29% of portfolio
|
Q4 2024
Reduced 27.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,472,866
shares
|
$86.4 Million
0.14% of portfolio
|
Q4 2024
Added 55.28%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,404,040
shares
|
$82.4 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,271,975
shares
|
$74.6 Million
1.16% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,259,783
shares
|
$73.9 Million
2.05% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,214,999
shares
|
$71.3 Million
0.06% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
1,171,009
shares
|
$68.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 23.84%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,165,588
shares
|
$68.4 Million
0.65% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
1,157,496
shares
|
$67.9 Million
1.46% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
1,132,598
shares
|
$66.5 Million
4.31% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,112,593
shares
|
$65.3 Million
0.1% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,054,687
shares
|
$61.9 Million
0.06% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
1,022,044
shares
|
$60 Million
6.52% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
997,832
shares
|
$58.6 Million
0.55% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
978,180
shares
|
$57.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
975,432
shares
|
$57.2 Million
1.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
964,855
shares
|
$56.6 Million
1.54% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
953,349
shares
|
$55.9 Million
1.33% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
923,190
shares
|
$54.2 Million
0.98% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
915,073
shares
|
$53.7 Million
13.24% of portfolio
|
Q4 2024
Added 2.01%
|