Institutional Ownership Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH). We have compiled data on the 913 institutions that hold shares in the stock, with a total of 231 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
418,743
shares
|
$24.3 Million
5.71% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
417,767
shares
|
$24.3 Million
6.86% of portfolio
|
Q1 2023
Added 5.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
417,258
shares
|
$24.3 Million
1.4% of portfolio
|
Q3 2024
Added 74.86%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
416,079
shares
|
$24.2 Million
5.32% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
400,400
shares
|
$23.3 Million
1.11% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
398,460
shares
|
$23.2 Million
0.0% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
389,071
shares
|
$22.6 Million
9.43% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
386,815
shares
|
$22.5 Million
6.44% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
384,895
shares
|
$22.4 Million
3.75% of portfolio
|
Q3 2024
Added 335.07%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
384,186
shares
|
$22.3 Million
1.99% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
377,749
shares
|
$22 Million
4.8% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
371,003
shares
|
$21.6 Million
11.57% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
369,632
shares
|
$21.5 Million
0.16% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
368,114
shares
|
$21.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
361,377
shares
|
$21 Million
0.08% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
356,732
shares
|
$20.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
355,245
shares
|
$20.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 20.18%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
354,681
shares
|
$20.6 Million
1.85% of portfolio
|
Q3 2022
Reduced 5.75%
|
|
|
Minot Capital, LP
Boulder, CO |
Nov 13, 2024 Q3 2024 |
352,144
shares
|
$20.5 Million
5.88% of portfolio
|
Q4 2023
Added 12.34%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
352,069
shares
|
$20.5 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
350,680
shares
|
$20.4 Million
0.06% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
349,831
shares
|
$20.3 Million
1.41% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
339,226
shares
|
$19.7 Million
0.22% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
335,192
shares
|
$19.5 Million
1.24% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
333,256
shares
|
$19.4 Million
2.01% of portfolio
|
Q3 2024
Added 8.84%
|