Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,029 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
255
shares
|
$14,945
0.01% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
253
shares
|
$14,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
240
shares
|
$14,066
0.01% of portfolio
|
Q4 2024
Reduced 98.48%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
226
shares
|
$13,245
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
224
shares
|
$13,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
223
shares
|
$13,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
200
shares
|
$11,722
0.01% of portfolio
|
Q1 2025
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
189
shares
|
$11,077
0.0% of portfolio
|
Q1 2025
Reduced 67.19%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
183
shares
|
$10,725
0.0% of portfolio
|
Q1 2025
Reduced 66.73%
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
181
shares
|
$10,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
180
shares
|
$10,549
0.0% of portfolio
|
Q2 2023
Reduced 72.6%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
173
shares
|
$10,139
0.0% of portfolio
|
Q2 2024
Reduced 95.06%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
167
shares
|
$9,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
165
shares
|
$9,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
157
shares
|
$9,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
155
shares
|
$9,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
138
shares
|
$8,088
0.0% of portfolio
|
Q1 2023
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
132
shares
|
$7,736
0.0% of portfolio
|
Q4 2024
Added 1366.67%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
126
shares
|
$7,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
118
shares
|
$6,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
111
shares
|
$6,505
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
106
shares
|
$6,212
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
101
shares
|
$5,919
0.0% of portfolio
|
Q1 2024
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$5,861
0.0% of portfolio
|
Q1 2025
Reduced 93.3%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,861
0.0% of portfolio
|
Q2 2023
New holding
|