Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,048 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 |
|---|---|---|---|---|---|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
9,696
shares
|
$570,318
0.74% of portfolio
|
Q3 2022
Reduced 3.94%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,535
shares
|
$560,848
0.04% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
9,481
shares
|
$557,672
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
9,462
shares
|
$556,554
1.07% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
9,447
shares
|
$555,672
0.1% of portfolio
|
Q2 2025
Reduced 38.23%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
9,432
shares
|
$554,790
0.03% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
9,407
shares
|
$553,319
0.31% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
9,377
shares
|
$551,555
0.03% of portfolio
|
Q2 2025
Reduced 19.69%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
9,344
shares
|
$549,614
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
9,273
shares
|
$545,437
0.03% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,271
shares
|
$545,320
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,229
shares
|
$542,849
0.0% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
9,227
shares
|
$542,732
0.0% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
9,197
shares
|
$540,967
0.33% of portfolio
|
Q2 2025
Reduced 58.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
9,090
shares
|
$534,673
0.0% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
9,045
shares
|
$532,026
0.07% of portfolio
|
Q2 2025
Reduced 98.36%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
8,925
shares
|
$524,968
8.71% of portfolio
|
Q1 2023
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
8,825
shares
|
$519,086
1.65% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
8,819
shares
|
$518,733
0.43% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
8,796
shares
|
$517,380
0.03% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,761
shares
|
$515,322
0.01% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
8,640
shares
|
$508,204
0.02% of portfolio
|
Q2 2024
Reduced 17.24%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,635
shares
|
$507,910
0.06% of portfolio
|
Q2 2023
Added 495.52%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
8,611
shares
|
$506,499
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
8,600
shares
|
$505,852
0.35% of portfolio
|
Q4 2023
New holding
|