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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
898,163
shares
|
$52.7 Million
0.18% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
888,047
shares
|
$52.1 Million
16.22% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
881,242
shares
|
$51.7 Million
4.53% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
846,016
shares
|
$49.6 Million
2.14% of portfolio
|
Q4 2024
Added 21432.6%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
828,259
shares
|
$48.6 Million
13.23% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
792,209
shares
|
$46.5 Million
6.46% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
773,486
shares
|
$45.4 Million
5.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
772,800
shares
|
$45.3 Million
10.25% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
772,435
shares
|
$45.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 53.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
758,604
shares
|
$44.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
750,439
shares
|
$44 Million
22.31% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
750,126
shares
|
$44 Million
0.01% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
736,731
shares
|
$43.2 Million
0.72% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
718,843
shares
|
$42.2 Million
10.26% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
713,086
shares
|
$41.8 Million
28.51% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
710,035
shares
|
$41.7 Million
5.1% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
709,878
shares
|
$41.7 Million
0.8% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
701,489
shares
|
$41.2 Million
1.62% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
700,995
shares
|
$41.1 Million
9.38% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
682,020
shares
|
$40 Million
1.27% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
675,946
shares
|
$39.7 Million
13.91% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
644,478
shares
|
$37.8 Million
2.79% of portfolio
|
Q4 2024
Added 99.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
628,310
shares
|
$36.9 Million
0.06% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
625,075
shares
|
$36.7 Million
10.81% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
614,056
shares
|
$36 Million
1.7% of portfolio
|
Q4 2024
Added 11271.41%
|