Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,048 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
710,783
shares
|
$41.8 Million
5.31% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
705,265
shares
|
$41.5 Million
4.9% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
697,962
shares
|
$41.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
690,139
shares
|
$40.6 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
675,278
shares
|
$39.7 Million
0.01% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
664,073
shares
|
$39.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
663,193
shares
|
$39 Million
22.74% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
658,087
shares
|
$38.7 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
638,534
shares
|
$37.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 36.68%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
636,098
shares
|
$37.4 Million
5.15% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
616,877
shares
|
$36.3 Million
1.92% of portfolio
|
Q1 2025
Reduced 58.97%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
609,532
shares
|
$35.9 Million
6.43% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
586,684
shares
|
$34.5 Million
0.0% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
557,492
shares
|
$32.8 Million
1.76% of portfolio
|
Q2 2025
Added 8959.02%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
553,843
shares
|
$32.6 Million
6.42% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
533,659
shares
|
$31.4 Million
0.65% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
524,445
shares
|
$30.8 Million
0.46% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
522,527
shares
|
$30.7 Million
0.7% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
519,889
shares
|
$30.6 Million
3.66% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
514,496
shares
|
$30.3 Million
4.31% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
513,904
shares
|
$30.2 Million
0.82% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
512,714
shares
|
$30.2 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
509,015
shares
|
$29.9 Million
4.14% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
508,478
shares
|
$29.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
504,563
shares
|
$29.7 Million
9.32% of portfolio
|
Q2 2025
New holding
|