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 Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,041,659
shares
|
$61.3 Million
0.53% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
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 |
Jul 08, 2025 Q2 2025 |
974,643
shares
|
$57.3 Million
13.14% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
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
|
$54.5 Million
0.03% of portfolio
|
Q2 2025
Added 1111.39%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881,242
shares
|
$51.8 Million
4.53% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
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%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
867,512
shares
|
$51 Million
1.12% of portfolio
|
Q2 2025
Added 82.82%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
860,921
shares
|
$50.6 Million
13.07% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
858,782
shares
|
$50.5 Million
4.14% of portfolio
|
Q2 2025
Added 4174.04%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
852,341
shares
|
$50.1 Million
6.5% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
846,016
shares
|
$49.8 Million
2.14% of portfolio
|
Q4 2024
Added 21432.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
826,487
shares
|
$48.6 Million
0.41% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
817,809
shares
|
$48.1 Million
9.84% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
803,024
shares
|
$47.2 Million
13.58% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
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%
|
|
|
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%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
751,514
shares
|
$44.2 Million
4.96% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
746,153
shares
|
$43.9 Million
10.61% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
743,105
shares
|
$43.7 Million
3.0% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
740,377
shares
|
$43.5 Million
9.62% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
732,827
shares
|
$43.1 Million
1.54% of portfolio
|
Q2 2025
Added 5.87%
|