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 |
---|---|---|---|---|---|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
16,415
shares
|
$963,232
0.03% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
16,287
shares
|
$955,721
0.14% of portfolio
|
Q4 2024
Added 1.39%
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
16,214
shares
|
$951,437
0.8% of portfolio
|
Q4 2024
New holding
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
16,164
shares
|
$948,503
0.19% of portfolio
|
Q1 2021
New holding
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,932
shares
|
$934,889
0.67% of portfolio
|
Q4 2024
New holding
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
15,746
shares
|
$923,975
0.09% of portfolio
|
Q4 2024
Added 9.06%
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
15,736
shares
|
$923,388
0.49% of portfolio
|
Q4 2024
Added 0.64%
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
15,580
shares
|
$914,234
0.17% of portfolio
|
Q4 2024
Added 10.22%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,305
shares
|
$898,097
0.07% of portfolio
|
Q4 2024
Added 55.24%
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
15,284
shares
|
$896,865
0.0% of portfolio
|
Q4 2024
Added 4.75%
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,267
shares
|
$895,867
0.03% of portfolio
|
Q4 2024
Added 38.4%
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
15,253
shares
|
$895,046
0.46% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
15,048
shares
|
$883,016
0.22% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
15,024
shares
|
$881,608
0.41% of portfolio
|
Q4 2024
Added 118.59%
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$880,200
0.32% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
14,970
shares
|
$878,439
0.01% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,953
shares
|
$877,442
0.05% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
14,806
shares
|
$868,816
0.46% of portfolio
|
Q4 2024
Reduced 11.35%
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
14,736
shares
|
$864,708
0.03% of portfolio
|
Q4 2024
Added 11.9%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,665
shares
|
$860,542
0.0% of portfolio
|
Q4 2024
Added 15.25%
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
14,446
shares
|
$847,691
0.83% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
14,365
shares
|
$842,938
0.76% of portfolio
|
Q4 2024
Added 51.77%
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
14,357
shares
|
$842,468
0.36% of portfolio
|
Q4 2024
Added 0.31%
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
14,270
shares
|
$837,363
0.01% of portfolio
|
Q4 2024
Reduced 49.65%
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
14,194
shares
|
$832,903
0.06% of portfolio
|
Q4 2024
Added 10.97%
|