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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
501,003
shares
|
$29.5 Million
0.75% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
489,057
shares
|
$28.8 Million
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
485,033
shares
|
$28.5 Million
7.36% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
484,669
shares
|
$28.5 Million
1.91% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
484,487
shares
|
$28.5 Million
6.87% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
477,030
shares
|
$28.1 Million
5.57% of portfolio
|
Q2 2025
Reduced 39.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
469,418
shares
|
$27.6 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
466,053
shares
|
$27.4 Million
2.39% of portfolio
|
Q2 2025
Added 185.4%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
459,709
shares
|
$27 Million
13.04% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
455,101
shares
|
$26.8 Million
13.03% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
452,050
shares
|
$26.6 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
443,934
shares
|
$26.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
441,459
shares
|
$26 Million
1.14% of portfolio
|
Q2 2025
Added 47.82%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
419,170
shares
|
$24.7 Million
8.28% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
417,767
shares
|
$24.6 Million
6.86% of portfolio
|
Q1 2023
Added 5.89%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
407,736
shares
|
$24 Million
9.2% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
402,008
shares
|
$23.6 Million
3.64% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
398,653
shares
|
$23.4 Million
8.42% of portfolio
|
Q2 2025
Added 87.38%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
390,132
shares
|
$22.9 Million
1.5% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
388,473
shares
|
$22.8 Million
1.77% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
385,886
shares
|
$22.7 Million
0.16% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
385,265
shares
|
$22.7 Million
1.68% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
375,608
shares
|
$22.1 Million
1.7% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
375,452
shares
|
$22.1 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
375,423
shares
|
$22.1 Million
0.2% of portfolio
|
Q2 2025
Added 1.18%
|