Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,070 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charis Legacy Partners, LLC
Bryan, TX |
Oct 07, 2025 Q3 2025 |
7,158
shares
|
$420,532
0.63% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
7,108
shares
|
$417,595
0.01% of portfolio
|
Q3 2025
Added 32.66%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
7,088
shares
|
$416,420
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
7,076
shares
|
$415,715
0.09% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
7,042
shares
|
$413,717
0.1% of portfolio
|
Q3 2025
Added 39.09%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
7,015
shares
|
$412,131
0.11% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
7,015
shares
|
$412,131
0.02% of portfolio
|
Q3 2025
Reduced 98.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,999
shares
|
$411,191
0.01% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,982
shares
|
$410,192
0.01% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
6,979
shares
|
$410,016
0.03% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
6,953
shares
|
$408,488
0.16% of portfolio
|
Q3 2025
Reduced 24.4%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,951
shares
|
$408,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,929
shares
|
$407,078
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,912
shares
|
$406,080
0.03% of portfolio
|
Q4 2023
Reduced 7.36%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,876
shares
|
$403,965
0.02% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,869
shares
|
$403,553
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
6,857
shares
|
$402,848
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
6,856
shares
|
$402,790
0.24% of portfolio
|
Q3 2025
Added 34.38%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
6,785
shares
|
$398,618
0.1% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
6,744
shares
|
$396,210
0.11% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
6,720
shares
|
$394,800
0.11% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,700
shares
|
$393,625
0.02% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
6,597
shares
|
$387,573
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
6,551
shares
|
$384,871
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,501
shares
|
$381,933
0.03% of portfolio
|
Q4 2022
Added 0.54%
|