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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
773
shares
|
$45,359
0.02% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
758
shares
|
$44,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
750
shares
|
$44,010
0.01% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
746
shares
|
$43,775
0.01% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
746
shares
|
$43,775
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
728
shares
|
$42,719
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
687
shares
|
$40,313
0.01% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
672
shares
|
$39,432
0.01% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
662
shares
|
$38,846
0.0% of portfolio
|
Q3 2021
Reduced 54.81%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
654
shares
|
$38,376
0.01% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
576
shares
|
$33,799
0.0% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
571
shares
|
$33,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
560
shares
|
$32,860
0.01% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
550
shares
|
$32,274
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
506
shares
|
$29,692
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
451
shares
|
$26,464
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
438
shares
|
$25,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
414
shares
|
$24,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
413
shares
|
$24,234
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
408
shares
|
$23,941
0.01% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
395
shares
|
$23,178
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
385
shares
|
$22,591
0.01% of portfolio
|
Q1 2024
Reduced 50.96%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
381
shares
|
$22,357
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
348
shares
|
$20,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
341
shares
|
$20,009
0.0% of portfolio
|
Q3 2023
New holding
|