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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,479
shares
|
$86,787
0.04% of portfolio
|
Q1 2024
Added 136.64%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,477
shares
|
$86,670
0.02% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
1,464
shares
|
$85,907
0.04% of portfolio
|
Q3 2024
Added 23.86%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,429
shares
|
$83,853
0.02% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
1,392
shares
|
$81,682
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
1,358
shares
|
$79,687
0.05% of portfolio
|
Q2 2024
Reduced 76.04%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,275
shares
|
$74,817
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,244
shares
|
$72,997
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
1,184
shares
|
$69,477
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,172
shares
|
$68,772
0.01% of portfolio
|
Q4 2024
Reduced 55.86%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,124
shares
|
$65,956
0.01% of portfolio
|
Q4 2020
Added 181.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,123
shares
|
$65,897
0.05% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
990
shares
|
$58,093
0.01% of portfolio
|
Q3 2023
Added 16.47%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
956
shares
|
$56,098
0.0% of portfolio
|
Q4 2022
Reduced 25.6%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
941
shares
|
$55,217
0.0% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
939
shares
|
$55,100
0.01% of portfolio
|
Q4 2024
Reduced 21.36%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
937
shares
|
$54,983
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
900
shares
|
$52,812
0.0% of portfolio
|
Q3 2023
Added 80.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
900
shares
|
$52,812
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
875
shares
|
$51,345
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
857
shares
|
$50,288
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
846
shares
|
$49,643
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
823
shares
|
$48,293
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
820
shares
|
$48,117
0.03% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
815
shares
|
$47,824
0.0% of portfolio
|
Q4 2024
Added 1.49%
|