Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,076 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,099,462
shares
|
$64.7 Million
0.47% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,090,974
shares
|
$64.2 Million
0.3% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,036,500
shares
|
$61 Million
0.14% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
1,034,743
shares
|
$60.9 Million
6.41% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,012,783
shares
|
$59.6 Million
1.36% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
1,001,505
shares
|
$58.9 Million
12.16% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
944,899
shares
|
$55.6 Million
15.3% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
927,088
shares
|
$54.6 Million
0.03% of portfolio
|
Q2 2025
Added 1111.39%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
899,185
shares
|
$52.9 Million
12.81% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
894,469
shares
|
$52.6 Million
10.0% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881,242
shares
|
$51.9 Million
4.53% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
879,579
shares
|
$51.8 Million
6.3% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
878,643
shares
|
$51.7 Million
0.55% of portfolio
|
Q2 2025
Added 58.21%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
869,346
shares
|
$51.2 Million
0.38% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
867,512
shares
|
$51.1 Million
1.12% of portfolio
|
Q2 2025
Added 82.82%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
846,016
shares
|
$49.8 Million
2.14% of portfolio
|
Q4 2024
Added 21432.6%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
840,034
shares
|
$49.4 Million
2.73% of portfolio
|
Q3 2025
Added 126.75%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
819,368
shares
|
$48.2 Million
12.8% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
815,781
shares
|
$48 Million
4.79% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
807,675
shares
|
$47.5 Million
2.97% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
791,493
shares
|
$46.6 Million
22.18% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
784,877
shares
|
$46.2 Million
3.2% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
767,539
shares
|
$45.2 Million
9.33% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
758,061
shares
|
$44.6 Million
1.47% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
754,837
shares
|
$44.4 Million
0.21% of portfolio
|
Q2 2025
Added 0.07%
|