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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
609,187
shares
|
$35.7 Million
4.48% of portfolio
|
Q4 2024
Added 14.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
608,592
shares
|
$35.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 84.22%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
606,485
shares
|
$35.6 Million
0.72% of portfolio
|
Q4 2024
Added 5763.16%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
582,280
shares
|
$34.2 Million
4.3% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
574,320
shares
|
$33.7 Million
0.72% of portfolio
|
Q4 2024
Added 66.01%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
559,659
shares
|
$32.8 Million
1.04% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
534,040
shares
|
$31.3 Million
4.49% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
526,983
shares
|
$30.9 Million
0.34% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
525,029
shares
|
$30.8 Million
6.06% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
522,500
shares
|
$30.7 Million
0.81% of portfolio
|
Q1 2024
Added 49.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
514,998
shares
|
$30.2 Million
0.44% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
511,637
shares
|
$30 Million
0.81% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
506,633
shares
|
$29.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 73.81%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
504,019
shares
|
$29.6 Million
1.09% of portfolio
|
Q4 2024
Added 454.68%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
498,573
shares
|
$29.3 Million
11.32% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
495,610
shares
|
$29.1 Million
0.15% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
493,324
shares
|
$28.9 Million
10.89% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
493,230
shares
|
$28.9 Million
6.88% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
489,552
shares
|
$28.7 Million
0.42% of portfolio
|
Q4 2024
Added 5006.41%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
489,125
shares
|
$28.7 Million
0.19% of portfolio
|
Q4 2024
Added 6400.0%
|
|
|
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%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
475,243
shares
|
$27.9 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.0%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
470,556
shares
|
$27.6 Million
0.0% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
469,418
shares
|
$27.5 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.45%
|