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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
686,080
shares
|
$40.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 25.68%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
685,087
shares
|
$40.2 Million
0.07% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
681,031
shares
|
$39.9 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
680,428
shares
|
$39.9 Million
26.46% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
665,744
shares
|
$39 Million
4.92% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
660,425
shares
|
$38.7 Million
2.73% of portfolio
|
Q1 2025
Added 145.71%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
616,877
shares
|
$36.2 Million
1.37% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
565,763
shares
|
$33.2 Million
6.39% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
564,243
shares
|
$33.1 Million
4.26% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
558,828
shares
|
$32.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
555,374
shares
|
$32.6 Million
0.37% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
550,207
shares
|
$32.3 Million
4.97% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
522,500
shares
|
$30.6 Million
0.67% of portfolio
|
Q1 2024
Added 49.29%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
522,459
shares
|
$30.6 Million
0.0% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
520,078
shares
|
$30.5 Million
0.44% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
519,309
shares
|
$30.5 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
513,291
shares
|
$30.1 Million
6.25% of portfolio
|
Q1 2025
Added 23.16%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
510,329
shares
|
$29.9 Million
0.49% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
496,391
shares
|
$29.1 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
493,175
shares
|
$28.9 Million
7.02% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
484,669
shares
|
$28.4 Million
1.91% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
484,487
shares
|
$28.4 Million
6.87% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
483,749
shares
|
$28.4 Million
7.95% of portfolio
|
Q1 2025
Added 55.99%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
475,243
shares
|
$27.9 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
474,526
shares
|
$27.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 15.21%
|