Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,025 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,008,471
shares
|
$59.1 Million
0.14% of portfolio
|
Q1 2025
Added 99.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,008,155
shares
|
$59.1 Million
0.16% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
1,000,206
shares
|
$58.7 Million
1.2% of portfolio
|
Q1 2025
Added 64.92%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
991,964
shares
|
$58.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
980,132
shares
|
$57.5 Million
1.5% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
949,291
shares
|
$55.7 Million
13.83% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
936,029
shares
|
$54.9 Million
17.08% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
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.
|
Apr 17, 2025 Q1 2025 |
844,703
shares
|
$49.5 Million
13.78% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
828,640
shares
|
$48.6 Million
6.98% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
785,965
shares
|
$46.1 Million
10.38% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
780,002
shares
|
$45.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
775,036
shares
|
$45.4 Million
3.38% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
769,532
shares
|
$45.1 Million
1.2% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
758,711
shares
|
$44.5 Million
9.98% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
754,339
shares
|
$44.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
748,434
shares
|
$43.9 Million
10.5% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
743,568
shares
|
$43.6 Million
21.96% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
742,526
shares
|
$43.5 Million
5.84% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
735,984
shares
|
$43.2 Million
5.58% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
721,745
shares
|
$42.3 Million
5.25% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
708,687
shares
|
$41.6 Million
11.58% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
699,157
shares
|
$41 Million
14.55% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
692,207
shares
|
$40.6 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.32%
|