Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 1,076 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
255
shares
|
$14,981
0.01% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
253
shares
|
$14,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
200
shares
|
$11,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
181
shares
|
$10,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
180
shares
|
$10,575
0.0% of portfolio
|
Q2 2023
Reduced 72.6%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
173
shares
|
$10,163
0.0% of portfolio
|
Q2 2024
Reduced 95.06%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
169
shares
|
$9,928
0.0% of portfolio
|
Q2 2025
Reduced 79.26%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
167
shares
|
$9,811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
165
shares
|
$9,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
157
shares
|
$9,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
155
shares
|
$9,106
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
153
shares
|
$8,988
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
145
shares
|
$8,518
0.0% of portfolio
|
Q3 2025
Reduced 95.26%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
140
shares
|
$8,225
0.01% of portfolio
|
Q3 2025
Reduced 85.37%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
138
shares
|
$8,107
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
125
shares
|
$7,343
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
118
shares
|
$6,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
113
shares
|
$6,638
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
110
shares
|
$6,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
109
shares
|
$6,403
0.0% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
106
shares
|
$6,227
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
101
shares
|
$5,933
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$5,875
0.0% of portfolio
|
Q1 2025
Reduced 93.3%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,875
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
100
shares
|
$5,875
0.0% of portfolio
|
Q2 2025
Reduced 80.51%
|